AVP Portfolio Strategy - Real estate debt portfolio management - US Mortgage
Three Across
- Location
- Bangalore Urban, Karnataka, India
- Job type
- Full-time
Required skills
- accounting
- automate reporting
- business strategy
- data analytics
- portfolio management
- SQL
- VBA
- microsoft excel
About the role
Website:
Job details:
Below Are The Pre-requisites For Portfolio Strategy Role
- Real estate debt portfolio management
- Fund and executive reporting
- Portfolio analytics and performance measurement
- Scenario and sensitivity modelling
- Credit portfolio monitoring
- Data governance and reporting automation
TITLE: AVP Portfolio Strategy, India
REPORTS TO: Head of Portfolio Strategy
What You Ll Do
Portfolio Reporting
- Responsible for preparing and delivering comprehensive reports and insights for the executive team and external clients, focusing on portfolio performance, activity, and composition
- Creation of presentations and other deliverables for internal and external meetings
- Work with broader Portfolio Management Team to gather, coordinate and synthesize data and analytics, ensuring accurate and timely reporting
- Work in partnership with asset management and other teams to oversee /manage credit positions within funds, with a focus on ensuring a consistent, global approach to strategy, analysis, and reporting
- Collaborate with all internal stakeholders, develop insightful, value-add analysis on the portfolio and ensure comprehensive understanding of strategies and underlying assets is shared
Key Priorities / Focus Areas
- Create and maintain tools to support the oversight of portfolio performance and drive accretive decision making to both enhance fund returns and mitigate risk
- Create dynamic models able to run impacts to portfolios with various sensitivities to determine optimal returns for outperformance
- Participate in business plan reviews and create portfolio-based reporting materials
- Calculate and maintain key position metrics including DSCR and other key loan metrics
- Help to benchmark internal and external portfolio performance
- Participate in data governance and help to implement AI tooling
Process Improvements / Infrastructure Uplifts
- Document business requirements for reporting and process changes, ensuring clarity and alignment across business areas and reducing redundancies
- Identify opportunities for process enhancements and enhance existing processes and operations
- Evaluate technology solutions to automate reporting processes and enhance data accuracy
- Collaborate with technology teams to ensure integration of new tools and systems
What You Ll Bring
- Bachelor s degree in Finance, Accounting, STEM or related field; CA and / or CFA a plus
- Advanced skills in Excel and experience with SQL, VBA or any programming language preferred
- Minimum of 9+ years of relevant experience in data analytics, portfolio management and business strategy at an asset management firm, private equity firm, lender, owner / operator, servicer, rating agency, Big 4, investment bank or broker is preferred
- Strong analytical skills with demonstrable experience in analyzing quantitative and qualitative research
- Extensive experience managing teams or resources, particularly in a remote or offshore setting; set prioritization for the team
- Experience in developing board presentations and reports for senior leadership
- Proven track record of driving process improvements and implementing technology solutions
- Excellent in clear and effective communications with the ability to engage with a diverse range of stakeholders
- Motivated to excel in a collaborative, fast-paced environment, working with competing deadlines
- Advanced working knowledge of Microsoft Excel, PowerPoint, and Word products
- Robust attention to detail
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