Senior Portfolio Manager

5 days ago

Shimoga, Karnataka, India beBeeManagement Full time ₹ 15,00,000 - ₹ 20,00,000
Real Estate Asset Management and Technology Project Lead

Job Description:

The Real Estate Asset Management and Technology Project Lead is responsible for working closely with the client's asset management team to manage the day-to-day workflows of the fund's existing assets. This includes monitoring and analyzing cash flows, tracking and analyzing asset performance, managing risk, overseeing the fund's third-party partners, and executing the business plan.

  • 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.
  • Coordinate with third parties and internal teams on lender reporting, monitoring of loan covenants, and ensure compliance with credit agreements.
  • Outline key terms in credit and purchase agreements.

Real Estate Technology Project Management

The Real Estate Technology Project Lead will work closely with the client's technology team and third-party consultants on high-priority real estate technology implementation initiatives. The role involves performing a detailed review 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.
  • Understand how trial balance level accounts roll up to financial statements, determining the need for new trial balance accounts where necessary.
  • Assist in managing third-party workflows.

Required Skills and Qualifications

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.

Advantageous Skills

Knowledge of third-party databases such as Yardi, Argus, CoStar, Real Page, Bloomberg, Alteryx, Tableau, etc. Hands-on experience with VBA macros.

Academic Requirements

CPA/CFA/MBA or equivalent qualification in accounting and finance from a reputed institution.

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