Manager – Portfolio

Join Us to Build Something Real!

We’re serious about Building. We’re a team that cares - about investors, about sponsors, and about each other. Building something great is never easy. We encounter obstacles. We face challenges. Things can sometimes feel chaotic. And because we build together, intentionally engaging our shared core values to build an inspiring culture, we enjoy our work - even when it’s hard. 

Our scale-up environment is ideal for people who are eager to dig in, navigating complexity and ambiguity in a productive, and positively impactful way. If this is you, we’d love to support your candidacy.

Role Summary

The Portfolio Manager leads a team that manages private commercial real estate fund portfolios within our Investment Management (IM) division. Our firm provides investment management and advisory services to our proprietary private and registered funds under our registered investment advisor affiliate, CrowdStreet Advisors (CSA). You will have the opportunity to play a major role in the development of a unique and innovative alternative investment platform. This position reports to the Vice President, Investment Products & Performance.

The Success You’ll Build

• Oversee and manage CSA’s private and registered fund portfolios, including performance monitoring, risk management, cash management, acquisitions and dispositions, tax compliance, due diligence, reporting, and capital calls
• Act as the primary point of contact with third-party sponsors to discuss portfolio performance updates, acquisitions, dispositions, reporting, transaction management, due diligence, capital calls, valuations, and other related tasks
• Lead fund valuations on behalf of CSA’s private and registered funds in accordance with the advisor’s valuation policy
• Drive business objectives by providing actionable recommendations to senior management to optimize portfolio management, leveraging industry best practices to ensure data-driven decision-making and alignment with division goals
• Collaborate with internal stakeholders, including investments, accounting/finance, and operating teams to advance division goals and ensure cohesive strategy execution
• Ensure the team is following defined processes and controls for a successful fund audit process, particularly as it relates to consistency of valuation methodology and accuracy of data inputs
• Work closely with Finance to support timely communications with the audit team and ensure required process and procedure changes are well-documented and followed in a timely and accurate manner

The Experiences and Competencies Necessary to Succeed

• Bachelor’s degree in Finance, Business Administration, or related fields (advanced degree or industry certifications a plus)
• 7+ years of relevant experience in commercial real estate (banking, private equity, development, investments)
• Proven track record of managing a team and leading complex projects
• Extensive knowledge of commercial real estate markets, investment strategies, and valuation techniques and principles
• Exceptional attention to detail and organization skills
• Self-starter attitude with the ability to perform at a high level within a fast-paced, entrepreneurial culture that emphasizes excellence
• Collaborative team player who will thrive in a remote, entrepreneurial environment
• Ability to work under pressure to meet tight deadlines and balance multiple priorities
• Innovative and analytical thinking with excellent problem-solving skills
• Strong leadership skills with an ability to work independently
• Outstanding written and verbal communication

CrowdStreet Benefits

We pay employee premiums for comprehensive health care including dental, vision, life, and disability insurance. We also provide flexible PTO (take what you need!), family leave, 401K matching, a stipend to support remote work, and a culture created through shared core values. Learn more about our benefits here.

About CrowdStreet

CrowdStreet is a commercial real estate investing platform where accredited investors access what has traditionally been institutional, exclusive real estate investments. This platform allows commercial real estate firms to raise capital from a pool beyond their institutional partners. A disruptor in our industry, CrowdStreet was named the Best Overall Real Estate Crowdfunding Site by Investopedia for three years in a row. By combining our team’s commercial real estate investment expertise with our proprietary technology, CrowdStreet gives individual investors direct access to a range of investment opportunities and all the online tools needed to manage those investments. As of 02.07.2024, thousands of investors have invested over $4.3 billion in more than 790 projects. Disclosures: https://crwd.st/2VIJgo3 

Learn more at www.crowdstreet.com. CrowdStreet, Inc. (“CrowdStreet”) offers investment opportunities on its website (the “CrowdStreet Marketplace”). Broker dealer services in connection with an investment are offered through CrowdStreet Capital LLC (“CrowdStreet Capital”), a broker dealer registered with FINRA and a member of SIPC.

At CrowdStreet, inclusion, equity, and diversity are necessary to achieving our goals. Our differences in age, race, gender, nationality, sexual orientation, physical ability, thinking style and background bring a variety of knowledge that makes us collectively smarter and better able to compete. We are committed to recruiting, developing, and advancing a diverse staff and engaging in the work that makes that possible.

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