Position Overview
The Vice President of Portfolio Management will play a critical leadership role in overseeing and optimizing the performance of Peachtree Group’s investment portfolio. This individual will be responsible for driving asset-level and portfolio-wide strategies, maximizing returns, managing risk, and supporting capital deployment decisions across the firm’s real estate and credit investments.
This role requires a strategic thinker with strong financial acumen, deep real estate or structured finance experience, and the ability to collaborate cross-functionally with acquisitions, asset management, and executive leadership.
Key Responsibilities
Portfolio Strategy & Performance
- Lead the strategic oversight of the firm’s investment portfolio, including hospitality, commercial real estate, and credit investments
- Monitor portfolio performance against underwriting assumptions and business plans
- Identify opportunities to enhance returns through repositioning, refinancing, or disposition strategies
- Develop and present portfolio-level insights, forecasts, and performance reporting to executive leadership
Asset & Investment Oversight
- Partner with Asset Management to ensure execution of business plans and operational efficiencies
- Evaluate investment performance, capital structure, and hold/sell decisions
- Provide recommendations on capital allocation and portfolio optimization
Financial Analysis & Reporting
- Oversee portfolio-level financial modeling, including cash flow forecasting and sensitivity analyses
- Prepare investor reporting, internal dashboards, and executive presentations
- Ensure data integrity and consistency across portfolio analytics
Risk Management
- Identify and mitigate portfolio risks related to market conditions, operations, and capital structures
- Stress-test portfolio under various economic scenarios
- Ensure compliance with investment guidelines and lender/investor requirements
Cross-Functional Leadership
- Collaborate with Acquisitions, Capital Markets, Asset Management, and Investor Relations teams
- Support due diligence and underwriting for new investments
- Mentor and develop junior team members
Qualifications
- Bachelor’s degree in Finance, Real Estate, Business, or related field
- 8–12+ years of experience in portfolio management, asset management, private equity, or real estate investments
- Strong experience with hospitality and/or commercial real estate portfolios preferred
- Advanced financial modeling and analytical skills
- Proven ability to manage complex portfolios and drive investment performance
- Exceptional communication and presentation skills
- Experience working with institutional investors and reporting frameworks
Why Join Peachtree Group
- Opportunity to influence portfolio strategy at a growing, diversified investment platform
- Collaborative, entrepreneurial culture
- Exposure to a wide range of real estate and credit investment strategies
10-15 years96
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Job Description
Download ResumePosition Overview
The Vice President of Portfolio Management will play a critical leadership role in overseeing and optimizing the performance of Peachtree Group’s investment portfolio. This individual will be responsible for driving asset-level and portfolio-wide strategies, maximizing returns, managing risk, and supporting capital deployment decisions across the firm’s real estate and credit investments.
This role requires a strategic thinker with strong financial acumen, deep real estate or structured finance experience, and the ability to collaborate cross-functionally with acquisitions, asset management, and executive leadership.
Key Responsibilities
Portfolio Strategy & Performance
- Lead the strategic oversight of the firm’s investment portfolio, including hospitality, commercial real estate, and credit investments
- Monitor portfolio performance against underwriting assumptions and business plans
- Identify opportunities to enhance returns through repositioning, refinancing, or disposition strategies
- Develop and present portfolio-level insights, forecasts, and performance reporting to executive leadership
Asset & Investment Oversight
- Partner with Asset Management to ensure execution of business plans and operational efficiencies
- Evaluate investment performance, capital structure, and hold/sell decisions
- Provide recommendations on capital allocation and portfolio optimization
Financial Analysis & Reporting
- Oversee portfolio-level financial modeling, including cash flow forecasting and sensitivity analyses
- Prepare investor reporting, internal dashboards, and executive presentations
- Ensure data integrity and consistency across portfolio analytics
Risk Management
- Identify and mitigate portfolio risks related to market conditions, operations, and capital structures
- Stress-test portfolio under various economic scenarios
- Ensure compliance with investment guidelines and lender/investor requirements
Cross-Functional Leadership
- Collaborate with Acquisitions, Capital Markets, Asset Management, and Investor Relations teams
- Support due diligence and underwriting for new investments
- Mentor and develop junior team members
Qualifications
- Bachelor’s degree in Finance, Real Estate, Business, or related field
- 8–12+ years of experience in portfolio management, asset management, private equity, or real estate investments
- Strong experience with hospitality and/or commercial real estate portfolios preferred
- Advanced financial modeling and analytical skills
- Proven ability to manage complex portfolios and drive investment performance
- Exceptional communication and presentation skills
- Experience working with institutional investors and reporting frameworks
Why Join Peachtree Group
- Opportunity to influence portfolio strategy at a growing, diversified investment platform
- Collaborative, entrepreneurial culture
- Exposure to a wide range of real estate and credit investment strategies