Asset & Wealth Management, Private, Real Estate Portfolio Management, Vice President - Dallas in Dallas, TX at honor foundations

Date Posted: 12/19/2024

Job Snapshot

Job Description

Asset & Wealth Management: 

A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.

This Vice President will be responsible for working in partnership with real estate asset management & investing teams to oversee/manage investment positions within funds, with a focus on ensuring a consistent approach to strategy, analysis, and reporting across the US and globally. They will also collaborate with all internal stakeholders, develop insightful, value-add analysis on the portfolio and ensure comprehensive understanding of strategies and underlying assets is shared. 

Key Responsibilities: 

  • Portfolio Management: Create and maintain tools to support the oversight of portfolio performance and drive accretive decision making to both enhance firm returns and mitigate risk 
    • Create dynamic models able to run impacts to portfolios with various sensitivities to determine optimal returns for outperformance 
  • Fund / Firm Management: Coordinate with numerous internal constituents to facilitate all aspects of reporting, analysis and fund operations, including:
    • Support Portfolio Management team by providing insights on best practices on fund management (i.e. cash management, portfolio level returns, investor reporting, etc.)
    • Produce and oversee quarterly valuation process along with reporting materials
    • Forecast P&L forecasting for firm budgets
    • Participate in business plan reviews and create Portfolio based reporting materials 
    • Work with several teams outside Portfolio Management teams including Acquisitions, Asset Management, Fund Management, Controllers, Finance Management & Execution, and Alternative Capital Formation (ACF)
    • Calculate and maintain disposition metrics including promote, gain on sale, and return metrics for the various investing entities
  • Streamline Reporting: Coordinate with Asset Management, Strats, and Engineering:
    • Develop and support unified modeling, data systems/reporting, and aggregation systems
    • Leverage technology to generate value-add reporting for Business Unit leadership, Asset Management and Portfolio Management groups, and the ACF team 
    • Provide in an organized, efficient, and consistent manner:
      • Regular and ad-hoc reports and supporting data,
      • Business Plan schedule, including the preparation on Portfolio Overviews/Roll-ups, and 
      • Valuation reporting data
  • Infrastructure Uplift: Work with the Asset Management teams to revamp and standardize:
    • Business Plan models, with an eye to having templates pre-populated from centralized database and cash flows stored in a centralized database
    • Data input and storage systems, with a focus on centralizing one source of truth vs current situation of multiple input systems and databases
    • Data fields for key definitions (e.g. LTV, NOI, All-In-Cost, Assets Under Management, etc.)

Qualifications:

  • Bachelor’s degree from a top-tier university, CPA and or CFA a plus   
  • 3+ minimum years of experience in real estate fund management and/or portfolio management, with preference for previous experience in institutional fund environment, Core Fund, REIT, Big 4, or top-tier investment bank
  • Experience leading analysts/associates
  • Strong project management skills as well as ability to manage senior leadership
  • Strong communication and presentation skills
  • Ability to work in a fast-paced and challenging environment; set prioritization for the team
  • Advance working knowledge of Microsoft Excel, PowerPoint, and Word products
  • SQL or other database skillsets are a plus
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