Portfolio Manager in Scottsdale, AZ at Mogel

Date Posted: 2/27/2018

Job Snapshot

Job Description

The Portfolio Manager is responsible for analyzing and managing the leased commercial real estate assets within our portfolio.  The position is an active, hands on portfolio and asset management role; the individual will be responsible for the investment performance, strategic direction of each assigned asset and customer relationship.  Further responsibilities include but are not limited to:


  • Managing and analyzing the financial health of our customers, conducting detailed portfolio analysis, and preparing reports. Included in the analysis is industry review, consideration of historic trends, and an understanding of financial metrics that may impact the portfolio.
  • Leverage Moody’s, Excel and credit analysis to produce presentation-quality reports and models for individual properties as well as portfolio to support investment or disposition decisions.
  • Be comfortable on the phone with tenants, be able to discuss corporate and unit specific performance.
  • Prepare credit memorandums regarding servicing requests from Tenants (subordinations, TI requests, etc.) that may impact the credit quality of the company’s portfolio.
  • Perform other duties and projects as assigned by the Vice President – Portfolio Management.

Job Requirements


  • 2-5 years of experience working in a commercial real estate investment firm or banking, with at least 2 years of knowledge of corporate credit analysis.
  • Proficiency with financial statement review and underwriting.
  • Exceptional quantitative, analytical, and problem solving skills.
  • A bachelor’s degree from a four-year college required. Major in business or coursework and/or experience in financial statement analysis preferred.
  • Strong proficiency in MS Office Suite, Internet applications, and common business software.

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