Asset Portfolio Executive

17 hours ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 1,80,00,000 - ₹ 2,20,00,000
Portfolio Management Specialist

The role of a Portfolio Manager at our organization involves working closely with the client's asset management team to oversee the day-to-day operations of the fund's existing assets. This entails monitoring and analysing cash flows, tracking and examining asset performance, managing risk, overseeing the fund's third-party partners, and executing the business strategy.

Key Responsibilities:
  • Collaborate with the asset management team and external business partners in the facilitation and review of portfolio performance, suggesting value enhancements where applicable.
  • Assist in coordinating with third parties and internal teams on lender reporting, monitoring of loan covenants, and ensuring compliance with credit agreements.
  • Develop key terms in investment and purchase agreements.
  • Implement operational efficiencies and information flow with both internal and external teams.
  • Work with internal/external teams to manage funding and distribution activity.
Real Estate Technology Implementation

As a Portfolio Manager, you will also work closely with the client's technology team and third-party consultants on high-priority real estate technology implementation initiatives.

  • Conduct thorough reviews of chart of account mapping to real estate asset's trial balance accounts during the implementation stage of technology and onboarding of new deals.
  • Review financial statement reconciliation and resolve mapping discrepancies to ensure that generated financial statements reflect deal activity and performance, as expected.
  • Support in managing third-party workflows.
  • Utilize dynamic portfolio management tool to examine the deal's standardized financial statements, key performance metrics, and other partner reporting on a recurring basis.
  • Review budget-to-actual and other outputs from the real estate portfolio management tool.
  • Monitor partner reporting requirements.
Requirements
  • Suitable experience in asset management or related fields (6-8 years).
  • Strong accounting knowledge with advanced MS Excel and MS PowerPoint skills.
  • Strong financial and analytical skills with a well-developed understanding of key investment performance drivers.
  • Strong written and verbal communication skills with meticulous attention to detail and ability to multi-task.
  • Capacity to build trust and establish strong partnerships with different counterparts.
  • Training and mentoring junior team members.

A sound understanding of financial markets, strong analytical and problem-solving skills, and excellent communication abilities are necessary for this role.

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