Portfolio Manager

3 days ago


Lucknow, Uttar Pradesh, India beBeeAsset Full time ₹ 18,00,000 - ₹ 22,00,000
Senior Associate Job

We are seeking a highly skilled professional to join our team as a Senior Associate. In this role, you will work closely with our clients' asset management teams to manage daily workflows of existing assets.

The ideal candidate will have a strong understanding of key investment performance drivers, excellent written and verbal communication skills, and the ability to build strong partnerships with different counterparts.

This role requires sound experience in asset management or related fields (Real Estate / Loans / Structured Products) (6-8 years). Strong accounting (US GAAP & IFRS) knowledge with advanced MS Excel and MS PowerPoint skills is mandatory.

Our dynamic portfolio management tool allows you to analyze deal standardized financial statements, key performance metrics, and other partner reporting. You will be responsible for reviewing this data, monitoring partner reporting requirements, and executing operational efficiencies.

Key Responsibilities:
  • Monitor cash flows and track performance of existing assets
  • Manage risk and oversee third-party partners
  • Review financial statements and budget-to-actual reports
  • Collaborate with clients' technology teams and third-party consultants on real estate technology project management initiatives
Required Skills and Qualifications:
  • CPA/CFA/MBA or equivalent qualification in accounting and finance from a reputed institution
  • Knowledge of third-party databases such as Yardi, Argus, CoStar, Real Page, Bloomberg, Alteryx, Tableau, etc.
  • Strong accounting knowledge with advanced MS Excel and MS PowerPoint skills
Benefits:

We offer a dynamic work environment and opportunities for growth and development.



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