Portfolio Management - Asia - Senior Analyst

Job Description: Sr. Analyst – Asia Portfolio Management Team

Role Overview:
We are seeking a highly motivated and detail-oriented individual to join the Portfolio Management team. This role involves quarterly reporting on the Real estate portfolio, tracking operational metrics, supporting Limited Partner (LP) reporting, and contributing to management decisions. Advanced Excel skills are essential, and prior experience in the real estate business, particularly in reporting, is highly preferred. Exposure to tools such as SQL, Tableau, and Power BI is an added advantage.

Location: Bangalore

Experience: 4-6 years

Shift timing: 7 AM to 4:30 PM

Key Responsibilities:

• Quarterly Reporting: Assist in preparing and delivering detailed quarterly reports on the real estate portfolio, including operational metrics, financial performance, and portfolio insights.
• LP Reporting: Contribute to the preparation of quarterly updates and letters for Limited Partners, ensuring accuracy and alignment with portfolio performance.
• Operational Metrics: Monitor, analyze, and report on key operating metrics to provide actionable insights into portfolio performance and trends.
• Advanced Data Analysis: Leverage advanced Excel functions (e.g., pivot tables, macros, and complex formulas) to streamline reporting processes and perform in-depth data analysis.
• Real Estate Expertise: Apply knowledge and experience in the real estate business to ensure accurate tracking, analysis, and reporting of portfolio performance.
• Technology Utilization: Use tools such as SQL, Tableau, and Power BI to extract, visualize, and analyze data, enhancing reporting efficiency and clarity.
• Collaboration: Partner with cross-functional teams, including asset management, finance, and operations, to gather and validate data for reporting purposes.

Essential Skills & Experience:

·         Master’s degree – Major in Finance from a reputed university

·         Understanding of Real Estate / Private Equity business

·         Exceptional quantitative aptitude and skill set with a mastery of Microsoft Office applications

·         Previous background with asset management or portfolio management preferable

·         Knowledge of advanced excel is must

·         Acute focus on attention to detail, accuracy, and data validation

·         Effective communication skills (listening, verbal, and written)

·         Excellent interpersonal and teamwork skills

·         Sound judgment and discretion

·         CFA/CAIA designation a plus