CareerPlan

Director of Portfolio Investment

Oakland, CaliforniaFull-time2026-10-30 → 2026-11-12

Core

Develop and execute recapitalization strategies for a non-profit affordable housing portfolio, including resyndications, rehabilitation, refinancing, and transactions funded through public and private loans, grants, and rebate programs.

Role type

Senior Director of Portfolio Investment (Real Estate Finance)

Builds

Affordable housing communities and property portfolios

Domain

Non-profit real estate development and affordable housing

Required skills

Portfolio recapitalization strategy, refinancing and resyndication, grant and loan program management, project financing, team leadership, financial modeling, stakeholder negotiation, budget oversight, compliance management

Preferred skills

Experience with public housing authorities, knowledge of energy upgrade financing, underwriting expertise

Technologies

Term Sheet process, RFP/NOFA evaluation tools, financial modeling software

Responsibilities

Develop and maintain short- and long-term portfolio recapitalization plans; Evaluate potential projects and financing sources; Supervise the preparation of funding applications and approve financing plans; Lead or support financing closings and negotiations with lenders and investors; Oversee project budgets, cost tracking, and schedules; Hire, train, and supervise personnel

Seniority

Senior, hands-on IC with leadership responsibilities