Analyst - Portfolio Management - Investor Reporting - Merchant Banking

POSITION: Analyst (Portfolio Management - Investor Reporting - Merchant Banking)

QUALIFICATION: CA / CFA / MBA

EXPERIENCE: 3 - 6 Years

SALARY OFFERED: 15 - 25 Lpa

INDUSTRY: REI (Real Estate Investment)

TECHNICAL SKILLS:

- Advanced skills in MS Office Excel and PowerPoint.

- Prior experience in using Yardi, Tableau, and SQL preferred.

SHIFT: US Shift

JOB DESCRIPTION:

- Preparation of fund operational reports for our Single-Family Residential JV investors on a weekly, monthly, and quarterly cadence ensuring timeliness and accuracy

- 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

- Responsible for monitoring the performance of operational reports and taking corrective action to optimize or improve the reporting process when necessary.

- Identify data discrepancies within the weekly, monthly, and quarterly operational reports and communicate corrective solutions to the Manager based in Austin, TX

- Serve as needed as a day-to-day resource for certain PM and Investor Reporting team members based in Austin, Texas. This may include additional reporting asks, or special projects that will build on your understanding of the SFR business

- Help maintain key portfolio statistics on our SFR platform for corporate marketing presentations