Director, Portfolio Management & Finance

Description

Ram Realty Advisors LLC ("Ram") is a real estate investment management firm specializing in multifamily, mixed-use, and grocery-anchored retail in select high-growth markets throughout the Southeast. The firm’s portfolio comprises assets across the investment risk spectrum, including core-plus, value-add, and opportunistic strategies. Founded in 1978, Ram and its predecessor entities have deployed over $5.0 billion of capital on behalf of institutional partners.

The firm is headquartered in Palm Beach Gardens, Florida, and has offices in Tampa, Florida;
Charlotte and Chapel Hill, North Carolina; and Nashville, Tennessee.

The Director, Portfolio Management & Finance is a strategic, cross-functional leader responsible for three integrated areas: (i) capital markets execution, including the sourcing, structuring, and closing of property-level debt, interest rate hedges, and co-investment equity; (ii) portfolio analytics and fund management, including quarterly asset valuation and forecasting, fund modeling, capital planning, and investment performance monitoring; and (iii) structured finance investments, including the sourcing and execution of preferred equity and mezzanine positions in third-party real estate projects.

The Director serves as an integral member of the acquisition, development, and refinancing transaction teams and directly supervises junior team members. This individual must bring strong analytical rigor, sound capital markets judgment, and the communication skills necessary to represent the firm effectively with lenders and capital providers.

• Maintain and actively expand lending relationships across banks, debt funds, life insurance companies, GSEs, asset managers, and debt brokers; attend industry events and conferences with increasing frequency to grow the firm’s capital network.
• Source, structure, and execute property-level debt financings and interest rate hedges across new acquisitions, developments, and refinancings; manage the full transaction lifecycle from initial outreach through closing.
• Prepare and present compelling financing requests and memoranda for distribution to lending relationships; clearly communicate asset-level business plans, risk/return profiles, and financing rationale to lenders and capital partners.
• Coordinate the lender due diligence process, collaborating with deal teams to gather, review, and organize all required information; manage data portals and information flow.
• Analyze financing alternatives and participate in strategic discussions regarding optimal capital structure; provide guidance to acquisitions and asset management teams as investment business plans are formed and refined.
• Assist senior leadership and outside counsel in closing all debt commitments and property-level equity co-investment transactions.
• Ensure timely completion of all borrower and guarantor compliance obligations; review compliance calculations prepared by analysts and post required information to lender portals.
• Coordinate lender escrow release requests in collaboration with Asset Management and Development teams.
• Maintain portfolio-wide and fund-level debt metrics including maturity schedules, interest rates, DSCR, and LTV.
• Monitor the interest rate environment and maintain working knowledge of hedging instruments and pricing; analyze interest rate risk at the asset and portfolio level and provide hedging strategy recommendations to senior leadership.

• Create and maintain working models for each fund, incorporating key characteristics, benchmarks, leverage tests, concentration and geography weightings, and investment limitations; update models as new investments are made or considered.
• Maintain a capital availability schedule for each fund to address questions regarding remaining investable capital, reserves, and commitments.
• Lead the quarterly valuation and forecast process: coordinate updated cash flows and property business plan inputs with the Asset Management team, critically review all source data, prepare the consolidated roll-up by vehicle/fund, and present findings and recommendations to senior leadership at the quarterly review meeting.
• Coordinate and review third-party asset appraisals to support the valuation process; defend valuations as part of the audit review process where necessary.
• Prepare quarterly roll-up of projected capital calls and distributions by fund; provide…