Investment Product Analyst

2 weeks ago


Hyderabad, Telangana, India beBeePortfolioManager Full time US$ 80,000 - US$ 1,60,000

As a key member of the Portfolio Management team, you will play a pivotal role in driving growth and success of investment products. You will be responsible for generating operational reports for Single-family Rental (SFR) portfolios, delivered externally to each Joint Venture (JV) institutional investor.

The ideal candidate will possess strong analytical skills, with experience in financial markets and real estate firms preferred. They will be proficient in MS Office Excel and PowerPoint, with prior experience in Tableau and SQL an added advantage.

You will work closely with Senior Portfolio Managers to maintain and improve complex portfolio investment and fund-level models. You will also collaborate with the Manager based in Austin, TX to evaluate and clarify investor requests, offering alternative solutions and performing deep dives into operational metrics when applicable.

This is an exciting opportunity to contribute to the development of analysis, identify and correct data errors, and maintain inventory of investor reports.

Key Responsibilities:

  • Assist Senior Portfolio Managers in maintaining and improving complex portfolio investment and fund-level models
  • Build and maintain portfolio / financial models including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations
  • Work with the Manager to evaluate and clarify investor requests and offer alternative solutions
  • Assist the Manager in India to review models and reports and drive workflows independently
  • Provide guidance to team members and lead on complex deliverables
  • Identify opportunities to centralize, eliminate, or automate activities
  • Responsible for PM Investor Relations Reporting
  • Monitor performance of operational reports and take corrective action to optimize or improve reporting process
  • Support certain PM and Investor Reporting team members based in Austin, Texas


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