AVP Portfolio Strategy - Real estate debt portfolio management - US Mortgage

9-11 Years

Job Description

Below Are The Pre-requisites For Portfolio Strategy Role

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