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Vice President, Asset & Portfolio Analytics
Job Location:
Job Location:
Dallas, TX - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
22 August 2026 (22 days ago)
Posted:
Application Deadline:
19 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Department:
Job Summary
POSITION SPECIFICATION
VP ASSET AND PORTFOLIO ANALYTICS
Shine Associates LLC has been retained to search identify and recruit a VP Asset and Portfolio Analytics on behalf of our client (Company). This position will be based in Oakland CA or Dallas TX.VP ASSET AND PORTFOLIO ANALYTICS
CONFIDENTIALITY
Shine Associates LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidates personal review of the career opportunity.CLIENT DESCRIPTION
Our client along with its affiliated entities is a fully integrated principal investment firm focused exclusively on lightindustrial real estate within the United with its affiliated property management company the Sponsoris a vertically integrated real estate operating company with over 50 employees specializing in the investment and management of light industrial real estate. The Companys in-house capabilities include leasing facilities maintenance construction management and property management. The Firms vertically integrated teamhas demonstrated an ability to manage investments property operations and dispositions throughout multiple market cycles. As of March 31 2023 the firm owns and operates approximately 10.8 million square feet oflightindustrial real estate totaling over $2.1 billion of assets under management. The Company has corporate offices in Oakland CA Dallas TX and Boston MA along with regional property management in select active markets. VP ASSET AND PORTFOLIO ANALYTICS
The Portfolio Managers primary role in conjunction with senior leadership is to manage a series of closed-end value add industrial funds and separate accounts. The general objective of this role is to work with the leadership to have day-to-day responsibility for the Funds operations and performance including reviewing new potential investment opportunities driving business plan execution managing fund operations and investor reporting. The successful individual will work collaboratively with internal stakeholders including the Portfolio Management Asset Management Acquisitions Strategy and Business Analytics Capital Raising Compliance and Accounting teams to drive the success of the fund series and separate accounts.ESSENTIAL DUTIES AND RESPONSIBILITIES
- Work with the Portfolio and Asset Management teams on the oversight of the funds portfolio of industrial properties with responsibility for overall performance.
- Oversee and monitor the performance of the funds value added strategies and opportunities.
- Collaborate closely with the Acquisitions team on potential new investments for the funds and accounts.
- Evaluate the performance of the portfolio against pro forma internal business plans and industry benchmarks such as NCREIF.
- Responsible for supervising the creation of the funds reporting and communication materials including pitchbooks the Quarterly Letter and Annual Meeting presentation.
- Assess capital market conditions and real estate markets to develop an appropriate annual business strategy for the fund. Formulate the funds Annual Investment Plan and property level operating and capital budgets and business and strategic plans.
- Coordinate with Debt Capital Markets on the financing/leverage strategies for the portfolio.
- Manage the funds quarterly and annual reporting processes in conjunction with Accounting and Investor Relations teams.
- Work with the Chief Compliance Officer to oversee compliance with the funds operating agreement.
- Provide oversight of the funds external valuation process on a quarterly basis. Engage and oversee the third party appraisal manager and coordinate the review of the appraisals internally.
- Active participant in the funds Investment Allocation and Appraisal Committee meetings.
- Work with Asset Management to develop hold/sell analyses and annual business plans determine cost/benefit of major capital improvement projects and handle various asset management issues.
- Work with internal Director of IT to manage and implement best in class reporting software systems (experience with Microsoft BI a plus)
- Represent the Company in the marketplace at industry events conferences and ad hoc meetings
- Understand current and future trends in demographics job growth economic drivers product supply as well as other market forces. Visit and review properties regularly tour competing projects and document changes as appropriate.
- Network within the real estate community to support the successful execution of the Companys long-term business plan. Essential contacts to be established and maintained include competitors brokers management companies limited partners placement agents developers potential sellers and data providers.
- Supervise and train junior staff members. Assign duties for responsibilities within the portfolio to team members and provide mentoring and career guidance to team.
EDUCATION and/or EXPERIENCE
Ten to fifteen years related experience and/or training; or equivalent combination of education and experience.REPORTING RELATIONSHIPS
The Portfolio Manager will report directly to Partner/Head of Asset Management. There would also be working relationships across the organization including members of the Executive Committee and individuals within such groups as Operations Acquisitions Asset Management Construction Management Accounting Treasury and the Legal Department.COMPENSATION
Hillary Shine Principal Timothy Shine Principal
Cell Cell
emailprotected emailprotected
Kelsey Shine Managing Director
Cell
emailprotected
Required Experience:
Exec
