Position OverviewThe Director, Portfolio Management owns the commercial performance of Vantage's leased asset base in North America, from lease signature through stabilization and renewal. The role gives executives, investors, and the Board a single trusted view of portfolio performance, and turns that visibility into action through strategies that improve returns, reduce risk, and inform capital allocation.
The role also leads post-signature commercial activity for leased assets, including amendments, reservations, renewals, and the commercial impacts of schedule and delivery changes. As the portfolio scales, this leader builds the team, standards, and governance rhythms required to operate a durable, audit-ready portfolio management function.
Essential Job FunctionsLeadership & Team Development- Lead and develop the North America Portfolio Management team, including managers and analysts, with clear ownership across the portfolio and defined coverage as the asset base scales.
- Set priorities and performance expectations, coach analytical rigor and executive communication, and create a succession and development path within the function.
- Establish the operating cadence, including work planning, pipeline review, and quality control, that allows the function to scale without loss of accuracy.
- Operate as a senior member of the Commercial leadership team, contributing to departmental strategy, resourcing decisions, and cross-team standards.
Portfolio Performance Reporting- Own and continuously improve the recurring asset-level reporting for leased assets, including return and performance progression and key value drivers.
- Lead the monthly reporting cadence covering returns and performance updates, delivery schedule tracking, budget versus actual performance and key variance drivers, business case changes, and forward-looking risks and mitigants.
- Translate asset performance data into a clear recommendation, including the trade-offs and the specific action being asked of leadership.
- Establish and publish a portfolio-level reporting package that aggregates performance and portfolio signals into executive-ready insights.
- Consolidate and maintain public portfolio statistics (e.g., leasing, churn, concentration) and create recurring portfolio dashboards and summaries.
- Build and maintain a Vantage comparable report (peer/market benchmarking) to support strategic decision-making and positioning.
Board, Investor & Executive Reporting- Own the portfolio content within recurring executive and Board reporting, including monthly returns updates, portfolio performance summaries, and the supporting bridges and backup that withstand executive scrutiny.
- Serve as the commercial point of contact for investor and lender diligence requests related to the leased portfolio, assembling accurate, well-documented responses and maintaining a clear record of what was shared and when.
- Partner with Finance, Capital Markets, and Corporate Development so portfolio reporting is consistent with financial reporting, financing packages, and investor communications, and meets the controls and documentation standards required of a public-company-ready organization.
Post-Signature Commercial Management- Lead ongoing commercial management of leased assets, owning the recommendation and, in partnership with Legal and Sales, the negotiation position on lease amendments, reservation agreements, and other post-signature changes, including impacts from schedule changes, service levels and penalties, and delivery dates.
- Serve as the single accountable commercial owner for these matters, quantifying financial impacts to asset returns and portfolio outcomes and securing internal alignment before positions are taken with customers.
Value Creation & Asset Strategy- Proactively identify and pursue strategies to protect and improve asset returns, including lease renewals and expansions, pricing and escalation strategy, accelerated commencement, capital efficiency, and alternative power or delivery solutions.
- Develop the commercial point of view on hold, renew, reprice, and exit decisions, providing early visibility into upcoming renewals and expirations and owning the underwriting and negotiation strategy that supports them.
Data Governance and Reporting Tools- Build and own the reporting foundation for the portfolio, including templates, definitions, data quality controls, and the dashboards and datasets that make reporting accurate and repeatable.
- Partner with Finance and FP&A to align definitions and source data so the portfolio view reconciles to financial reporting without manual rework.
Cross-Functional Influence & Governance- Maintain a forward view of portfolio risks and opportunities, flagging emerging issues to senior leadership early enough to act rather than at the point of reporting.
- Drive alignment across Commercial, Finance, Development, Construction, Energy, Operations, Legal, and Sales to ensure reporting reflects current realities and translates into action.
- Set the decision rights and documentation standards for portfolio matters so recommendations, approvals, and commitments are traceable over time.
- Additional duties as assigned by Management.
Job RequirementsEducation:- Bachelor's degree in Business Administration, Real Estate, Economics, or a related field required.
- Advanced degree (MBA, MS-Finance) a plus but not required.
- CFA, CPA, or similar credential a plus.
Experience:- 12+ years of experience in portfolio/asset management, investments, corporate finance, real estate/infrastructure, or related analytical roles, including at least 3-5 years leading and developing teams.
- Demonstrated experience managing others, with a track record of building capability and raising the standard of output.
- Proven track record building executive-ready reporting, dashboards, and recurring insight cadences across complex assets, including materials presented to executive leadership, investors, or a Board.
- Experience leading or supporting commercial negotiations (amendments, renewals, expansions) and translating underwriting into negotiation positions.
- Experience with data centers, digital infrastructure, or large-scale commercial real estate is strongly preferred.
Skills:- Expert financial modeling and analytical capabilities; ability to evaluate return impacts, sensitivities, and scenario outcomes.
- Strong executive communication and presence, with the ability to synthesize complex information into clear recommendations and defend them directly with leadership, investors, and the Board.
- Able to lead cross-functional workstreams and drive decisions through influence in a fast-paced environment with multiple senior stakeholders.
- Advanced Excel and PowerPoint required; experience with BI tools (Power BI/Tableau), SQL, or data engineering concepts is a plus.
- High attention to detail, strong judgment, and a bias toward building scalable processes and "single source of truth" reporting.
- Travel up to ~10% (or as business needs require).
Physical Demands and Special RequirementsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects; reach with hands and arms; climb stairs; balance; stoop or kneel; talk and hear. The employee must occasionally lift and/or move up to 25 pounds.
Additional Details- Salary Range: $195,000-$215,000 Base + Bonus
- This position is eligible for company benefits including but not limited to medical, dental, and vision coverage, life and AD&D, short and long-term disability coverage, paid time off, employee assistance, participation in a 401k program that includes company match, and many other additional voluntary benefits.
- Compensation for the role will depend on a number of factors, including your qualifications, skills, competencies, and experience and may fall outside of the range shown.
