Job Preference:
Qualifying candidates may be asked to complete an excel based Portfolio modeling test and data visualization personality tests.
Working Shift/ arrangement: US Shift (1:30 PM – 10:30 PM - IST)
Location : Andheri (East)
US RESIDENTIAL EXPERIENCE MUST
Qualification:
CA, CFA, MBAJob Description:
Department / Role Overview:
Merchant Banking – Portfolio Management
The Merchant Banking business unit oversees investment management activities , including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes and the management and operation of co's portfolio investments. The Merchant Banking business unit collaborates closely with the other business units, including the Development and Operator business units, as part of the fully integrated platform. The Merchant Banking division is seeking to expand it’s global footprint in Mumbai, India, with a goal of establishing a strong team of professionals working across multi-disciplinary functional areas in close collaboration with U.S.-based personnel
Portfolio Management
The Role is within the Merchant Banking Division in the Portfolio Management (“PM”) group. Our Portfolio Management team sits at the center of the action, serving as leaders and collaborators with every function that serves the lifecycle of our investment products. We seek a highly motivated individual to play a key role in the execution of reporting to investors, shareholders and key stakeholders invested in single-family rental (SFR) properties. We communicate with leading institutional investors frequently and must articulate our strategy and performance well. We are subject matter experts in many areas of the firm –including venture strategy, asset management, debt optimization, cash management, financial reporting and performance, valuation, and valuation attribution. This high visibility team serves as the internal fiduciary for investors –working across all departments to ensure key messages, analysis, and strategy implementation result in optimal portfolio performance.
Job Description (Role & Responsibilities):
• Assist Senior Portfolio Managers in the US to maintain and improve upon complex portfolio investment and fund-level models.
• Lead a team of Analysts/Sr. Analysts and drive the workflows on various aspects of Portfolio Management
• Prepare and Review the portfolio/financial models including cash flow projections, fund-level waterfalls, and IRR calculations, DCF and NPV valuations.
• Collaborating with the Portfolio Managers and PM Team members to transition workflows to the India team.
• Mentor junior members and review the financial models/analyses prepared by them.
• Support Portfolio Managers in developing and maintaining analyses for diverse SFR management strategies.
• Perform comprehensive portfolio valuations for all joint ventures and assist Portfolio Managers in identifying key trends.
• Maintain an accurate inventory of fund operational reports and any modifications across all investment strategies for our SFR JV investors.
• Work with the Manager based in Austin, TX to evaluate and clarify investor requests. Offer alternative solutions and perform a deep dive into operational metrics when applicable.
• Support certain PM team members based in Austin, Texas. This may include additional deep dive, or special projects that will build on your understanding of the SFR business.
Skills:
Desired Skills/Qualifications:
• Education: Bachelor’s degree and MBA/ CA/ CFA with financial markets understanding a plus
• Experience: 5+ years of prior experience in Real Estate firm preferred. Highly analytical mindset.
• Technical: Advanced skills in MS Office Excel and PowerPoint. Prior experience in using Tableau and SQL preferred.
• Time Management: Proven ability to manage multiple simultaneous projects and meet deadlines in a fast-paced environment. Must react quickly to requests with a sense of urgency.