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Z-2674 | AVP/VP – Real Estate Portfolio Management Modelling and Reporting


Industry : Business

Sub Department : Investment Banking

Department : Finance & Accounts

: Goregaon East

: Mumbai

: India

: 30 - 40 p.a (INR Lacs)

: 10 - 12 Year

Job Preference :

Hybrid

4 WFO and 1 WFH.

Working Shift/ arrangement: US Shift (1:30 PM – 10:30 PM - IST)

Job Description :

We are looking to hire a strong team manager and Individual contributor candidate for Real Estate Portfolio Management Modelling and Reporting.

Job Description (Role & Responsibilities):
• Assist Senior Portfolio Managers in the US to maintain and improve upon 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.
• Responsible for PM Investor Relations Reporting. This includes preparation of fund operational reports and any modifications for our Single-Family Residential Joint Ventures with our strategic investors on a weekly, monthly, and quarterly cadence ensuring timeliness and accuracy.
• Work with the Manager based in US and compile information across functions to evaluate and clarify investors’ ad hoc requests, queries.
• Responsible for monitoring the performance of operational reports and taking corrective action to optimize or improve the reporting process when necessary.
• Provide analysis to drive strategic decision making in areas such as portfolio composition, financing/capital structure and growth/exit opportunities.
• Partner closely with Asset Management, Property Management, and Fund Finance teams to facilitate investment decision making and operational processes.
• Examine and highlight fund and asset-specific issues and opportunities.
• Manage and guide team of 4-5 Analyst/Associates for Investor Relations reporting, Portfolio management modeling and reporting.
• Drive automation efficiencies/projects for reporting in collaboration with IT teams

 

Qualification :

39, 41, 48

Skills :

Must have skills

  1. Strong understanding of financial modelling skills for complex portfolio investment and fund-level models, experience of management and performance reporting. Strong in excel based modelling preferably on Real estate side.
  2. Strong team manager
  3. MBA / CA / CFA / B. Tech degree with global financial markets understanding,
  4. 10-12 years of prior experience in Financial Services and/or Real Estate Property management, Securitization, Portfolio performance reporting.
  5. Advanced skills in MS Office Excel and PowerPoint.

Preferred

Prior experience in using Yardi, Tableau, and SQL preferred automation efficiencies/projects

Desired Skills/Qualifications: • Education: MBA / CA / CFA / B. Tech degree with global financial markets understanding, • Experience: 10-12 years of prior experience in Financial Services and/or Real Estate Property management, Securitization, Portfolio performance reporting.
• Technical: Advanced skills in MS Office Excel and PowerPoint. Prior experience in using Yardi, 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.
Qualifying candidates may be asked to complete an excel based Portfolio modeling test and data visualization personality tests.


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