Portfolio Management Associate

2 weeks ago

Mangalore, Karnataka, India beBeeInvestor Full time ₹ 1,20,00,000 - ₹ 2,50,00,000
Job Description

We are seeking a highly motivated individual to join our Portfolio Management team as an Investor Reporting Analyst. This role is responsible for generating operational reports for our Single-family Rental (SFR) portfolios, which are delivered externally to each of our Joint Venture (JV) institutional investors.

The successful candidate will work closely with Senior Portfolio Managers in the US to maintain and improve complex portfolio investment and fund-level models. They will also build and maintain portfolio / financial models including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations.

This role requires a deep understanding of the fundamentals of our business, including venture strategy, asset management, debt optimization, cash management, financial reporting and performance, valuation, and valuation attribution.

Responsibilities
  1. Assist Senior Portfolio Managers in the US to maintain and improve upon complex portfolio investment and fund-level models.
  2. Build and maintain portfolio / financial models including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations.
  3. Work with the Manager based in Austin, TX to evaluate and clarify investor requests. Offer alternative solutions and perform a deep dive into operational metrics when applicable.
  4. Assist the Manager in India to review the models and reports and drive the workflows independently.
  5. Provide guidance to the team members and lead the team on complex deliverables.
  6. Identify opportunities and implement processes to centralize, eliminate, or automate activities.
  7. Responsible for PM Investor Relations Reporting. This includes preparation and review of fund operational reports and any modifications for our Single-Family Residential Joint Ventures with our strategic investors on a weekly, monthly, and quarterly cadence ensuring timeliness and accuracy.
  8. Responsible for monitoring the performance of operational reports and taking corrective action to optimize or improve the reporting process when necessary.
  9. Identify data discrepancies within the weekly, monthly, and quarterly operational reports and communicate corrective solutions.
  10. Support certain PM and Investor Reporting team members based in Austin, Texas. This may include additional reporting asks, or special projects that will build on your understanding of the SFR business.
Qualifications

Education: MBA/ CA/ CFA with financial markets understanding a plus

Experience: 4-7 years of prior experience in Financial Services and/or Real Estate firm preferred.

Technical: Advanced skills in MS Office Excel and PowerPoint. Prior experience in Tableau, and SQL preferred.

Time Management: Proven ability to manage multiple simultaneous projects and meet deadlines in a fast-paced environment. Must react quickly to requests with a sense of urgency.

Benefits

Our company's core values:

  • Positive attitude with high integrity. Agile in adapting to a dynamic environment with emerging datapoints.
  • Strong Team player, multiple internal stakeholder management.
  • Strong written and verbal communication skills with clients and management.
  • Self-starter, Proactive, motivated, driven personality, Excellent organizational and time management skills.
Working Arrangement

US Shift (1:30 PM – 10:30 PM - IST), Flexible - Hybrid working model

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