Director, Financial Manager, Finance & Banking

Position

Director - Portfolio Management (Development)

The Director - Portfolio Management (Development) will provide financial oversight of Rockbridge’s development and redevelopment portfolio, highlighted by significant luxury and lifestyle hotel and mixed-use projects throughout the United States. The role will be part of the Portfolio Management team, and work in close coordination and collaboration with the Development team.

The Portfolio Management team oversees the financial management of Rockbridge hospitality assets, including financial modeling, ongoing underwriting and forecasting, capitalization management, and in the case of development projects, areas such as leasing and public incentives. The Development team is responsible for sourcing, underwriting, and executing new investments for Rockbridge, focused on ground‑up construction, building rehabilitation, and comprehensive repositioning projects.

The Director – Portfolio Management will be responsible for a focused portfolio of hotel investments in various stages of the development process as well as through opening and operation of the property. The role will require significant financial management skills to navigate a complex capital stack and underwriting acumen to ensure expert financial stewardship of the project. In addition to the Portfolio Management team and the Development team, the role involves cross‑team collaboration risk management, asset management, fund accounting, and capital markets.

• Financial Oversight – Monitor and provide analytical support for all financial aspects of an investment, including forecasting, valuation, liquidity management, debt compliance, coordination with property teams, and investment reporting to leadership and investors.
• Development Management – Integrate and support development management needs during construction, pre‑opening, and asset ramp‑up, including construction draw oversight, project documentation, public incentive compliance, budget management, and process implementation.
• Investment Modeling – Develop and maintain complex financial models to steward investments and facilitate sound decision making.
• Optimize Returns & Mitigate Risk – Provide analytical support for value‑add and risk mitigation initiatives.
• Creative Thinking – Support Rockbridge’s goal of continuous improvement by identifying and executing on opportunities for investment optimization as well as process and technological improvements.

• Entrepreneurial individual with strong work ethic and high level of intellectual capacity, curiosity, and integrity.
• 5‑8 years of real estate / hospitality and/or private equity fund experience preferred.
• 4‑year college degree.
• Advanced Excel skills and financial modeling experience.
• Capability to understand and manage complex financial and legal structures.
• Flexible and adept at managing multiple priorities in a fast‑paced, deadline‑sensitive environment.
• Excellent interpersonal, organizational, and communication skills.
• Self‑motivated, detail‑oriented, and well‑organized.

• Director

• Full‑time

• Other