Director, Portfolio Management & Analytics

DIRECTOR, PORTFOLIO MANAGEMENT & ANALYTICS About Excel Group

Excel Group is a hotel private equity firm focused on premium-branded limited/select-service hotels. We specialize in acquiring hotel investments (including development), minimizing risk and maximizing performance by employing a comprehensive, data-centric approach across all facets of the company. Since its founding in 2011, the company has executed 55 hotel acquisitions. In 2025, Excel Group closed on a $400M venture with a first-tier global investment manager to acquire premium-brand select-service hotels and is in the process of closing on a $200M discretionary investment vehicle with plans to acquire $500M+ of investments over the next 2–3 years.

The firm's expertise in asset management, acquisitions, and development has helped achieve risk-adjusted returns that consistently outperform industry averages. The company's strategy is differentiated by strong off-market deal sourcing, strategic market positioning, creative deal structuring, and leveraging an extensive database to maximize benchmarking opportunities. Excel Group maintains a competitive advantage by utilizing data analytics and technology to drive value through proactive asset management with multiple institutional management company partners.

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Excel Group is seeking a Director of Portfolio Management & Analytics to lead forward-looking portfolio and scenario analytics across the firm. The role sits at the intersection of Asset Management, Finance, and Acquisitions, building the analytical infrastructure that connects property-level performance to portfolio-wide capital decisions. The ideal candidate is self-driven, collaborative, and brings meaningful hands-on experience in budgeting, forecasting, and variance analysis across a multi-property or multi-entity environment.

Fluency with AI tools to accelerate modeling, reporting, and analysis is expected.

• Support the VP of Asset Management and CFO in developing and executing financial strategies to advance growth, profitability, and capital efficiency across the portfolio.
• Build and maintain portfolio-level KPI and analytics frameworks benchmarked against market comp data sets.
• Conduct hold/sell, refinancing, and disposition scenario modeling; support leadership with portfolio-level context, comparables, and market data during underwriting.
• Develop scenario and sensitivity models to support capital allocation decisions across the portfolio.
• Play a lead analytical role in the annual budgeting, quarterly forecasting, and long-range planning process, partnering with Finance and property-level teams to ensure accuracy and completeness.
• Maintain rolling forecast models and monitor budget-to-actual performance across the portfolio, flagging risks and opportunities early for Asset Management and Finance leadership.
• Own portfolio-level variance analysis and prepare investor- and board-ready commentary, translating monthly and quarterly performance into clear, decision-useful narratives for ownership and institutional capital partners.
• Own and evolve AI-enabled forecasting, automated data consolidation, and dashboarding workflows (e.g., Power BI, LLM-assisted variance and commentary drafting), with clear human-review governance on all AI-assisted outputs.
• Standardize — with the assistance of AI — recurring reporting templates and planning processes at both the property and portfolio level, reducing manual effort and improving consistency across the firm.
• Serve as a key analytical partner to the VP of Asset Management on portfolio performance and capital decisions, and to the CFO on planning and reporting alignment.
• As the function matures, help define and eventually oversee analyst-level support for portfolio analytics work streams.

• Bachelor's degree in Finance, Real Estate, Economics, Business, or a related field.
• 5–10 years of progressive experience in portfolio analytics, corporate finance, or FP&A, ideally within real estate, hospitality, or another asset-intensive, multi-property private equity context.
• Demonstrated experience building or…