Are you a methodical, detail-driven professional who takes ownership, spots issues before they become problems, and thrives on turning data into action across an entire portfolio?

We're looking for an Asset & Portfolio Manager who brings both analytical rigor and strategic thinking to help drive performance across our growing portfolio of self-storage properties.

In this role, you'll be trusted to monitor assets holistically, identify portfolio-wide trends and opportunities, hold teams accountable, and deliver meaningful insights that guide investment decisions at both the asset and institutional-level portfolio level, all while helping to scale a fast-paced, entrepreneurial environment. If you're someone who loves systems, structure, and results – and can see the forest AND the trees – this is your seat at the table.

As an Asset & Portfolio Manager, you will work with our management partners to oversee financial and operational performance of our growing self-storage portfolio while helping to refine the systems, processes, and reporting that drive strategic decision-making. This is a hands-on, high-impact role suited for someone who is analytical, detail-oriented, and eager to grow with a fast-scaling firm.

As a hybrid role, you’ll act as both a strategic investment steward and operational driver — ensuring each property meets its potential while shaping the direction of the broader portfolio. This role may also evolve to include oversight of our private debt investments, with responsibilities aligned to credit performance, risk management, and capital allocation.

You Will:

Steward Portfolio Strategy & Drive Asset-Level Execution

Manage a portfolio of self-storage assets as an integrated whole, ensuring alignment with overall investment strategy and identifying cross-asset optimization opportunities
Analyze operational performance across the portfolio, benchmarking against underwriting, historical trends, market data, and peer assets to identify outperformers and underperformers.
Aggregate asset-level insights into portfolio-level analytics, identifying systemic issues, market trends, and operational best practices that can be scaled across properties.
Work closely with third-party management vendors across multiple properties to understand daily operations, ask the right questions, identify potential issues early, and escalate portfolio-wide concerns to leadership.
Collaborate with property managers and internal teams to identify, plan, and track performance improvement initiatives that can be implemented portfolio-wide.
Develop and monitor portfolio-level budgets, forecasts, and variance analysis alongside individual asset management.

Drive Strategic Decision-Making

Work with management vendors to collect and validate property data across the portfolio, driving timely and accurate internal reporting and portfolio-level performance dashboards.
Lead or support portfolio-wide hold/sell analyses, refinancing evaluations, and capital improvement planning, considering portfolio diversification and risk management.
Provide portfolio risk assessments and concentration analysis to guide investment decisions.
Support asset disposition and acquisition strategies by leveraging portfolio performance data and market insights.
Support loan underwriting, structuring, and funding in collaboration with acquisitions, credit, and capital markets teams.
Monitor performance of debt fund investments, including borrower reporting, interest payments, and covenant compliance.
Assist in identifying risks across both equity and debt investments and escalate critical issues.
Contribute to portfolio-level hold/sell/refinance decisions across both owned and financed assets.
Leverage portfolio analytics to inform fund allocation strategies across equity and credit vehicles.

Enable Cross-Functional Collaboration

Act as a key liaison between asset management, acquisitions, and investor relations teams.
Analyze portfolio performance and operational details to develop accurate, compelling investor communication materials in collaboration with acquisitions and investor relations.
Coordinate quarterly investor reporting, performance updates, and portfolio-level metrics across the platform.

Build Scalable Processes

Contribute to the development of scalable systems and repeatable processes that support company growth and operational excellence across an expanding portfolio.
Implement portfolio management tools and reporting frameworks that provide visibility into performance trends, risk concentration, and value creation opportunities.
Help institutionalize portfolio management practices through systems and reporting aligned with best-in-class investment standards.
Contribute to the development of risk management dashboards and tools that track both asset-level operations and credit performance.
Create templates and frameworks for fund-level performance tracking and liquidity forecasting.

Qualifications & Experience

Bachelor's degree in Finance, Real Estate, Business, or a related field
4+ years of experience in real estate asset management, portfolio management, acquisitions, or financial planning & analysis
Portfolio management or multi-asset oversight experience strongly preferred
Self-storage experience is highly desirable
Strong financial modeling and Excel skills with experience in portfolio-level analytics
Exposure to portfolio construction, risk management, and performance attribution analysis
Experience building or refining internal processes, systems, or reporting frameworks is a plus.
Experience with private credit, structured finance, or preferred equity investments is a strong plus.
Familiarity with fund-level reporting, credit performance attribution, and capital stack structuring preferred.
Experience working with both direct-owned assets and third-party operators or borrowers preferred.
Exposure to investment committee processes and underwriting for real estate debt or preferred equity is a plus.

Desired Characteristics

Results-oriented individual with a high degree of ownership, initiative, and attention to detail
Strategic thinker who can balance individual asset needs with portfolio-wide optimization
Strong communication and interpersonal skills; able to work cross-functionally with internal and external partners
A growth-oriented mindset and desire to develop professionally with a fast-scaling organization
Analytical problem-solving abilities with experience managing multiple priorities and stakeholders simultaneously.
Comfortable shifting between detail-oriented operational tasks and high-level portfolio strategy.
Strong commercial instincts with an understanding of both real estate fundamentals and capital markets.
Growth-oriented mindset with interest in expanding into fund management, capital allocation, and investor reporting.

Why Hearthfire?

At Hearthfire, we’re building more than portfolios; we're building purposeful wealth that benefits communities. We combine sharp execution with a human-centered approach, bringing together real estate expertise, innovation, and value-driven leadership. Join a collaborative, high-impact team where your work truly moves the needle.

Perks & Benefits

Competitive compensation
Health, dental, and vision insurance
FSA
Employee Co-Investment and Carried Interest Program
Flexible hybrid work schedule (min 3 days in office - Berwyn, PA)

Salary Range

$100-120k

Hearthfire Holdings jobs

Asset & Portfolio Manager