Portfolio Management Specialist

16 hours ago

Alleppey, Kerala, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000
Portfolio Management Role

The Merchant Banking business unit oversees investment management activities for the organization, including debt and equity capital raising, venture formation, strategic acquisitions, and portfolio investment management.

This role sits at the center of the action, serving as leaders and collaborators with every function that serves the lifecycle of our investment products.

We seek a highly motivated individual to play a key role in reporting to investors, shareholders, and key stakeholders. We communicate with leading institutional investors frequently and articulate our strategy and performance well.

This high-visibility team serves as the internal fiduciary for investors – working across all departments to ensure key messages, analysis, and strategy implementation result in optimal portfolio performance.

Operational reporting metrics include property counts, property status, rental lease amounts, property lifecycle (repair and marketing), and tenant retention. Generating these reports entails refreshing report exhibits in an Excel-generated template, reconciling results to ensure accuracy and completeness of operational metrics, and maintaining compliance with contractually required investor guidelines.

  • Assist Senior Portfolio Managers to maintain and improve complex portfolio investment and fund-level models.
  • Build and maintain portfolio/financial models, including cash flow projections, fund-level waterfalls, IRR calculations, DCF and NPV valuations.
  • Work with the Manager to evaluate and clarify investor requests, offer alternative solutions, and perform deep dives into operational metrics when applicable.
  • Provide guidance to team members and lead the team on complex deliverables.
  • Identify opportunities to centralize, eliminate, or automate activities.
  • Responsible for PM Investor Relations Reporting, including preparation and review of fund operational reports and modifications for our Single-Family Residential Joint Ventures with strategic investors on a weekly, monthly, and quarterly cadence.
  • Monitor the performance of operational reports and take corrective action to optimize or improve the reporting process when necessary.
  • Identify data discrepancies within the weekly, monthly, and quarterly operational reports and communicate corrective solutions.

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