RCLCO · 1 day ago
Vice President, Investments & Portfolio Management
San Francisco
Full-time
Hybrid
Lead/Staff, Director/Executive
$130K/yr - $160K/yr
4+ years expRCLCO Fund Advisors is a leading real estate investment consulting firm that advises major institutional investors. The Vice President of Investments & Portfolio Management will be responsible for underwriting new investments, analyzing opportunities, evaluating partners, and preparing reports for clients and the Investment Committee.
ConsultingProperty ManagementReal Estate
Responsibilities
Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures
Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds
Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews
Research and develop knowledge of industry trends and participants
Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and
Preparing reports and presentations to communicate key findings and recommendations to Investment Committee and clients
Qualification
Required
Underwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures
Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds
Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews
Research and develop knowledge of industry trends and participants
Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews
Preparing reports and presentations to communicate key findings and recommendations to Investment Committee and clients
Preferred
Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry
Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector
Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis
Excellent written and verbal communication skills
Demonstrated knowledge of commercial real estate underwriting and valuation
Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy
Experience managing junior team members on projects
Experience and ability to manage multiple projects at any given time under various time frames and constraints
Experience with senior housing and multifamily highly preferred, but not required
Benefits
Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year
100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense)
Competitive vacation and wellness/sick time provided annually
Family planning and fertility benefits
Employee stipend for continuing education and professional development
Employer-paid family leave after one year of employment
Commuting stipend for team members not driving to work
Cell phone stipend
Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, in-office walking pads, and healthy snacks supplied in each office location
Option to participate in FSA, HSA, and 401(k) plan
Employer contribution to 401(k) annually
Access to back-up childcare, elder care, pet care, and other in-home resources
Enjoyment of hosted in-office lunches and social events on a regular basis
Paid time off to volunteer
Company
RCLCO
Since 1967, RCLCO (formerly Robert Charles Lesser & Co.) has been the “first call” for real estate developers, investors, the public sector, and non-real estate companies and organizations seeking strategic and tactical advice regarding property investment, planning, and development.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Ducker
Chief Executive Officer
E
Ellen Klasson
Managing Director
Recent News
Seattle TechFlash
2025-04-14
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