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Preeti Malhotra

HR Consultant at Aristo Consultants

Last Login: 08 April 2024

611

JOB VIEWS

181

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12

RECRUITER ACTIONS

Job Code

892992

Associate - Portfolio Management - BFS

1 - 4 Years.Bangalore
Posted 3 years ago
Posted 3 years ago

Portfolio Analytics engages in the ongoing management of lenders and loan agreements, investment and fund level reporting, specifically with a focus on performance, Global / Regional level reporting, Business Plan consolidation.

Responsibilities:

- Report and present on regular basis to investors to demonstrate investment position (monthly)

- Prepare year-end reports and portfolio presentation to lenders/investors: this is including full support to local teams in charge to perform Business Plan Processes

- Produce monthly/quarterly/yearly reportings covering: equity flows, P&L budget forecasts, Mark-to Market valuations

- Manage ad-hoc requests coming from Management and Asset Management teams to keep Management informed about portfolio performance

- Liaise with local teams (such as IT, accounting, asset management) to handle all the matters related to portfolios analytics

- Establish regular global consolidations of portfolios (i.e.: models, pipeline, AUM etc.) Ensure data consistency and coherence against Cash Flow Models. Third party financing support

This position description is intended to describe the duties most frequently performed by an individual in this position. It role shall be performed within a professional office environment.

Basic Qualifications : 

- Strong academic background - finance, real estate, accounting or math background preferred Minimum of 1-4 years of experience

- Fluent English

- Solid analytical/logical mindset and attention to detail

- Strong working knowledge of Microsoft Excel

- Creativity and entrepreneurial spirit

- Commercial focus and interest in financial and RE markets

- Strong written and verbal communication skills (clear, concise, and confident) with the ability to manage internal and external relationships

- Self-motivated

- Team minded

- Strong project planning, organization, and time management

- Ability to work under pressure and to meet deadlines ensuring high quality reports

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Posted By

user_img

Preeti Malhotra

HR Consultant at Aristo Consultants

Last Login: 08 April 2024

611

JOB VIEWS

181

APPLICATIONS

12

RECRUITER ACTIONS

Job Code

892992

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