Associate, Portfolio Strategy - Residential Real Estate ( US )

TITLE: Associate Portfolio Strategy, IndiaREPORTS TO: India Head of Portfolio StrategyJob SummaryThe Associate, Portfolio Strategy in India will be execute portfolio management and reporting processes for the Client portfolio.The portfolio spans across Opportunistic, Core+ and Core capital sources for commercial and residential real estate debt in public and private markets.This role is an exciting opportunity to work across all Client strategies and is essential in providing insights that support the broader business.The role will produce recurring deliverables, drive process efficiencies, and leverage technology to deliver effective portfolio strategies.What You Ll DoPortfolio ReportingResponsible for preparing and delivering comprehensive reports and insights for the Client executive team and external clients, focusing on portfolio performance, activity, and compositionCreation of presentations and other deliverables for internal and external meetingsWork with broader Client team and Portfolio Management stakeholders to gather, coordinate and synthesize data and analytics, ensuring accurate and timely reportingWork in partnership with Client 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 reportingCollaborate 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 AreasCreate and maintain tools to support the oversight of portfolio performance and drive accretive decision making to both enhance fund returns and mitigate riskCreate dynamic models able to run impacts to portfolios with various sensitivities to determine optimal returns for outperformanceParticipate in business plan reviews and create portfolio-based reporting materialsCalculate and maintain key position metrics including DSCR and other key loan metricsHelp to benchmark internal and external portfolio performanceParticipate in data governance and help to implement AI tooling Process Improvements / Infrastructure UpliftsDocument business requirements for reporting and process changes, ensuring clarity and alignment across business areas and reducing redundanciesIdentify opportunities for process enhancements and enhance existing processes and operationsEvaluate technology solutions to automate reporting processes and enhance data accuracyCollaborate with technology teams to ensure integration of new tools and systemsWhat You Ll BringBachelor s degree in Finance, Accounting, STEM or related field; CA and / or CFA a plusAdvanced skills in Excel and experience with SQL, VBA or any programming language preferredMinimum of 3 years of 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 preferredStrong analytical skills with demonstrable experience in analyzing quantitative and qualitative researchExtensive experience managing teams or resources, particularly in a remote or offshore setting; set prioritization for the teamExperience in developing board presentations and reports for senior leadershipProven track record of driving process improvements and implementing technology solutionsExcellent in clear and effective communications with the ability to engage with a diverse range of stakeholdersMotivated to excel in a collaborative, fast-paced environment, working with competing deadlinesAdvanced working knowledge of Microsoft Excel, PowerPoint, and Word productsRobust attention to detail