Portfolio Manager

Portfolio Manager at AlphaX RE Capital Portfolio Manager at AlphaX RE Capital in Saratoga, California Posted in 41 minutes ago.

Type:

full-time

Job Description:

Company Description AlphaX RE Capital is a women-founded real estate investment and asset management firm based in Silicon Valley, with a mission to create innovative and sustainable communities across California. The company manages over $420 million in assets and has completed 820+ projects, ranging from master developments to affordable housing solutions. With a vertically integrated process, AlphaX oversees every stage of real estate development-acquisition, financing, design, construction, and management-ensuring efficiency and high-quality outcomes. Dedicated to addressing the California housing crisis, AlphaX is committed to empowering underrepresented communities and fostering equity through initiatives like the AlphaX Foundation and Small Builders Association. Key Responsibilities

• Standardize and streamline portfolio reporting and asset tracking (capital stack, cash flows, returns, etc.)
• Build an institutional-grade reporting system and post-investment monitoring process
• Work closely with accounting and third-party CPAs to ensure GAAP-compliant and audit-ready financials
• Prepare offering memoranda, investor reports, and data rooms for both institutional and high-net-worth investors
• Monitor project-level financial and economic performance and flag risks or anomalies
• Develop modeling and reporting guidelines for the investment team
• Serve as a bridge between the internal team and external investors-be able to lead investor reporting and meetings as necessary Must-Have Qualifications
• Degree in real estate or a related field
• 5-7+ years of experience in asset management, private equity, real estate investment, or financial reporting
• Strong knowledge of financial modeling, including cash flow analysis, IRR, and capital stack structures
• Experience preparing investor materials such as offering memoranda, investor reports, and data rooms.
• Strong analytical skills with the ability to identify financial risks, inconsistencies, and performance issues.
• Excellent communication skills with experience interfacing with institutional investors and high-net-worth individuals.
• Detail-oriented, highly organized, and capable of managing multiple projects in a fast-paced environment.