VP, Portfolio Management

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Job Type

Full-time

Description

We are seeking a Vice President, Portfolio Management, to lead and advance our portfolio analytics efforts. This strategic leader will oversee a specialized team focused on delivering high-impact insights, risk analysis, and performance measurement to drive investment decisions and enhance our portfolio strategies. The VP will collaborate with senior management, investment professionals, and technology experts to champion data-driven decision-making across the organization.

Requirements

* Direct the portfolio analytics function, ensuring the effective design, deployment, and optimization of quantitative models and analytics tools.

* Lead comprehensive portfolio performance analysis, attribution reviews, and risk evaluation for all asset classes.

* Work closely with portfolio managers and executive leadership to empower investment decisions through advanced data analysis and scenario planning.

* Build and manage dashboards and analytic platforms, delivering timely, actionable insights to stakeholders.

* Uphold high standards of data quality and consistency, collaborating with technology and data management teams.

* Communicate complex analytical outcomes in an understandable and actionable way for both technical and non-technical audiences.

* Monitor industry trends, best practices, and regulatory guidelines to ensure the analytics function remains innovative and compliant.

* Recruit, mentor, and develop analytics professionals, nurturing a culture of creativity, growth, and excellence.

* Report findings and recommendations to executive committees, clients, and external partners as required.

Expected Experience, Skills and

Education:

* Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, Engineering, or similar; advanced degree preferred.

* At least 10 years' experience in portfolio analytics, investment management, or a quantitative role, including 3+ years as a manager.

* Deep expertise in portfolio construction, performance attribution, risk modeling, and investment analytics.

* Strong financial modeling skills

* Knowledge of financial statements and reporting standards preferred.

* Strong Microsoft Excel and PowerPoint skills.

* Excellent analytical, problem-solving, and organizational skills.

* Effective communication and interpersonal skills.

* High attention to detail and accuracy.

* Ability to work under pressure and meet tight deadlines.

* Experience with alternative investments, derivatives, or multi-asset portfolios.

* Knowledge of regulatory environments relevant to investment analytics.

* Project management and change management expertise.

* Exceptional analytical and problem-solving capabilities, with a passion for leveraging data to drive impact.

ABOUT MERCHANTS CAPITAL

With over 30 years of success built on putting people first, Merchants Capital is a proven leader in financing for multifamily housing nationwide. Our licenses with Fannie Mae, Freddie Mac, and HUD/FHA, in addition to our bank's balance sheet products, allow us to offer custom solutions with agility and ease of execution, expanding access to housing in meaningful and impactful ways.

Recognized as a top five affordable lender, Merchants Capital pairs our comprehensive debt offerings with in-house tax credit equity to provide a one-stop-shop for developers and owners. To learn more about Merchants Capital, visit