Senior Portfolio Manager

5 days ago

Coimbatore, Tamil Nadu, India beBeeAsset Full time ₹ 60,00,000 - ₹ 1,50,00,000

Job Overview

  • The Senior Associate will collaborate with the asset management team and external business partners to manage the day-to-day workflows of the fund’s existing assets.
  • This includes monitoring and analysing cash flows, tracking and analysing asset performance, managing risk, and overseeing the fund's third-party partners.
  • The Senior Associate will execute and enhance operational efficiencies and information flow with both internal and external teams.
  • Close collaboration is required with the client's technology team and third-party consultants on high-priority real estate technology implementation initiatives.
  • A detailed review of chart of account mapping to real estate asset's trial balance accounts will be performed during the implementation stage of technology and onboarding of new deals.

Key Responsibilities:

  • Portfolio onboarding - track and summarise reporting, prepare analytics, communicate status, process, and asset-level activity to various groups throughout the life of the investment.
  • 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.
  • Analyse deal's standardized financial statements, key performance metrics, and other partner reporting on a recurring basis using dynamic portfolio management tool.
  • Review budget-to-actual and other outputs from the real estate portfolio management tool.
  • Monitor partner reporting requirements.

Required Skills & Qualifications

  • Sound experience in asset management or related fields (Real Estate / Loans / Structured Products) (6-8 years).
  • Strong accounting knowledge with advanced MS Excel and MS PowerPoint skills.
  • Strong financial and analytical skills with a well-developed understanding of key investment performance drivers.
  • Ability to cultivate trust and build strong partnerships with different counterparts.

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