Portfolio Manager, Debt Finance

Posted 9 Days Ago
Be an Early Applicant
Tustin, CA
67K-112K Annually
Mid level
Real Estate
The Role
The Portfolio Manager, Debt Finance is responsible for managing the company's portfolio of loans related to residential real estate investments. This role includes preparing property data tapes, delivering debt reporting, working on new financings, processing debt releases, reporting loan covenants, and conducting analysis of property and loan metrics.
Summary Generated by Built In

Tricon Residential is an owner and operator of a growing portfolio of more than 38,000 single-family rental homes in the U.S. Sun Belt and multi-family apartments in Canada. Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon’s culture and business philosophy. We provide high-quality rental housing options for families across the United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams. Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage. At Tricon, we imagine a world where housing unlocks life’s potential. For more information, visit Tricon Residential. 

Job Description

Portfolio Manager, Debt Finance assists in the day-to-day management of the company’s portfolio of loans for Tricon’s residential real estate investments and maintains ongoing reporting requirements.

Essential Duties and Responsibilities include the following but are not limited to the job specifications contained herein. Additional duties or job functions that can be performed safely may be required as deemed necessary by supervisory personnel.

  • Build and manage property data tapes for a portfolio of over 50,000 homes
  • Manage and deliver ongoing debt reporting to lenders, JV partners, 3rd party partners, and parent company
  • Work with the Property Compliance Supervisor and Loan Coordinators to execute new financings
  • Work with the Dispositions department to process debt releases;
  • Calculate and report loan covenants
  • Conduct ongoing analysis of property and loan metrics to aid in formulating and executing strategic financing decisions
  • Conduct stress testing and the valuation of the loan portfolio through Tricon’s Yardi and other accounting systems.

Qualifications:

  • Mastery of Excel and reporting

  • Detail oriented in data analysis

  • Basic understanding of real estate, capital markets, and fixed income

  • Expert in financial modeling and Microsoft Office (Excel and Power Point)

  • Work autonomously with a sense of urgency as needed.

Minimum Requirements:

  • At least 4 years work experience at a real estate investor, owner, or service provider, or relevant experience at accounting firm

Preferred Attributes:

  • Bachelor’s Degree in Business / Finance is preferred

  • CPA or CFA preferred

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, including:

  • Frequently required to sit, talk, and hear.

  • Frequently required to stand and move; use hands to grasp, squeeze, finger, handle, and feel; reach, push, and pull with hands and arms; occasionally required to twist; reach overhead; stoop, kneel, squat, bend, and crouch.

  • Occasionally lift, carry, and move up to 10 pounds.

  • Vision abilities required by this job include close vision, distance vision, and depth perception.

#LI-Hybrid

At Tricon, we are committed to creating a workplace where every individual is valued for their unique contributions, experiences, voices, and backgrounds. By embracing these principles, we aim to positively impact our business and the communities we serve, creating a lasting legacy where everyone can thrive.

Salary Range

Placement within this compensation range will be determined by the candidate's knowledge, experience and skills.

$105,330.00 - $175,550.00

Top Skills

Excel,Yardi
The Company
HQ: Toronto, Ontario
688 Employees
On-site Workplace
Year Founded: 1988

What We Do

At Tricon Residential, we imagine a world where housing unlocks life’s potential.

Tricon Residential is an owner and operator and developer of a growing portfolio of more than 36,000 single-family rental homes in the U.S. Sun Belt and multi-family apartments in Canada. Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon’s culture and business philosophy. We provide high-quality rental housing options for families across the United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams. Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage.

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