Asset Management Portfolio Expert

1 day ago


Vadodara, Gujarat, India beBeeFinancial Full time ₹ 80,00,000 - ₹ 1,20,00,000
Portfolio Analyst Job Description:

The portfolio analyst will be responsible for managing and analyzing asset portfolios, conducting financial modeling, preparing detailed reports, and maintaining compliance with relevant regulations.

Key Responsibilities:
  • Coordinate investment closings: track processes and review underwriting materials.
  • Ensure compliance with regulatory requirements.
  • Manage a portfolio of investments: review construction draw requests, analyze borrower financials, conduct site visits, and maintain regular communications.
  • Collect, review, and analyze borrower/partner financial statements.
  • Prepare detailed reports for investors.
  • Support continuous improvement of internal processes and asset management practices.
Qualifications:
  • Experience in financial modeling, business analytics
  • Skills in accounting software such as QuickBooks, SAGE, Financial Force, EXACT Online, and XERO
  • Strong analytical and problem-solving abilities
  • Excellent written and verbal communication skills
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Accounting, Economics, or a related field


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