Portfolio Investment Specialist

2 weeks ago


Nellore, Andhra Pradesh, India beBeeInvestment Full time ₹ 1,40,00,000 - ₹ 2,10,00,000
Job Description

At our Merchant Banking business unit, we oversee investment management activities, including debt and equity capital raising, new ventures formation, and portfolio investments management. We collaborate closely with other units to drive growth and success.

The Merchant Banking division seeks a motivated individual to join its expanding team in Mumbai, India. This role will play a key part in the execution of reporting to investors, shareholders, and stakeholders invested in single-family rental (SFR) properties.

Our Portfolio Management team serves as leaders and collaborators, working across departments to ensure key messages, analysis, and strategy implementation result in optimal portfolio performance. As an Investor Reporting Analyst, you will generate operational reports for our SFR portfolios, delivered externally to each of our Joint Venture (JV) institutional investors.

This role requires a deep understanding of financial markets and real estate fundamentals. You will assist Senior Portfolio Managers in maintaining and improving complex portfolio investment and fund-level models, build and maintain portfolio/financial models, and provide guidance to team members on deliverables.



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