Portfolio Management Jobs (NOW HIRING)

The Restaurant Portfolio Manager is responsible for managing complex, high-impactbusiness decisionsacross multiple brands, includingDevelopment Agreement Amendments and Terminations,franchisee-to-franchisee transfersand Strategic workouts.This role partners closely with Finance, Legal,Development, Operations, Accounting, and Franchisees to evaluate and approvetransactions/transfers and executeefficiently frominitialanalysis through post-close cleanup.

The Portfolio Manager plays a critical role in advancing enterprise portfolio strategy by providing strong financial analysis, operational insight, process discipline, and proactive problem-solving across a high-volume, fast-paced transaction environment.

An ideal candidate would live within a 90 minute drive of the Boston Support Center(Not Required).

Duties and Responsibilities

Development Agreement Optimization(40%)

• Review non-compliant development agreements andcreateaction plans
• Partner with the Development team to manage agreement contracts and proactively address risksand create solutions
• Coordinate cross-functional deal teamsand lead process with Development and Contracts teams.This includes managing thetimelines and deliverablesthrough execution ofsolutionthrough execution.
• Build and analyze management reports on development agreement compliance.

Franchise Transfers(20%)

• Manage franchise transfers across brands; ensure accuracy, compliance, andtimelycompletionfor the Dunkin' brand
• Evaluate transfer financials (P&Ls, funding sources, debt structure, ratios, and approval requirements)
• Guide franchisees on financial templates, transfer requirements, and approval processes
• Assess personal and overall financial health of both franchisee candidates and existing franchisees and ensure they have the financial ability to fulfil their obligations

Workouts(20%)

• Lead workout process with distressed franchisees and their partners in financial distress situations. This includesdirectnegotiations with franchisees, landlordsand lenders.
• Assess distressed franchisee situations and recommend remediation plans.
• Partner with Collections, Legal, and Brand teams to align on solutions
• Document and Communicate to all needed parties including legal, Accounting, Finance and Development
• Monitor accounts receivable (A/R) and overall account risk for assigned locations
• Analyze issues and propose actions to maximize A/R collections

The above percentages are estimates subject to change dramatically from month to month as events arise and priorities shift.

Education Requirements

• Minimum - Bachelor's Degree, Business, Finance, Accounting or related
• Preferred - MBA or Masters, Finance

Years Of Experience

• Minimum - 5 years' experience, Financial modeling and valuation, transaction execution,Financial Reporting,franchise transfers

Required Knowledge, Skills or Abilities

• Ability to drive complex projects to completion via project management and communication with key stakeholders including franchisees, lenders, attorneys, bankers/brokers, and landlords
• Understanding of the Development lifecycle in Franchising system including contracts structures, leasestructuresand financial needs
• Familiarity with both capital structures and lease structures of franchised restaurants
• Creative thinker whois able tocreate out-of-box solutions through analytical and problem-solving skills with a focus on financial outcomes
• Ability to effectively communicate complex business cases and understand bothlikely outcomesand potential risks
• Ability to manage multiple competing high priority projects
• Understanding of core financial principles
• Basic understanding of credit underwriting and personal credit/financial health
• Advancedproficiencyin Excel, PowerPoint, Power BI, and Salesforce; experience with financial systems and valuation models
• Preferred: negotiation experience

Salary: $107,087.40 - $210,208.60 per year

The salary range above represents the low and high end of the salary range for this position. Actual placement within this range will vary based on various factors including but not limited to experience, education, training, and location.