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Portfolio Manager

3 weeks ago

Jamnagar, Gujarat, India beBeeProject Full time ₹ 1,20,00,000 - ₹ 1,80,00,000
Job Description

We are seeking a highly skilled and experienced professional to manage the day-to-day workflows of our funds' existing assets.

The successful candidate will work closely with our asset management team to monitor and analyze cash flows, track and analyze asset performance, manage risk, oversee third-party partners, and execute business plans.

  • Portfolio onboarding - track and summarize reporting, prepare analytics, communicate status, process, and asset level activity to various groups throughout the life of the investment
  • Collaborate with the asset management team and external business partners in the facilitation and review of performance, suggesting value enhancements where applicable
  • Co-ordinate with third parties and internal teams on lender reporting, monitoring of loan covenants, and ensure compliance with credit agreements

Real Estate Technology Project Management

The selected candidate will work closely with our technology team and third-party consultants on high-priority real estate technology implementation initiatives.

  • Perform detailed review of chart of account mapping to real estate assets' 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
Required Skills and Qualifications

For this role, we require:

  • 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
  • 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
  • Ability to cultivate trust and build strong partnerships with different counterparts
Academic Requirements

Preferred qualifications include:

  • CPA / CFA / MBA or equivalent qualification in accounting & finance from a reputed institution
Skills Required

While not mandatory, knowledge of third-party databases such as Yardi, Argus, CoStar, Real Page, Bloomberg, Alteryx, Tableau, etc. would be advantageous.

Hands-on experience with VBA macros is also beneficial.