Vice President Portfolio Management

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.

• 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

• 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

• 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

• 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

• 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

• 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

• 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