Associate, Portfolio Strategy - Brio India
Revantage Global Services India Private Limited (company site, opens in a new tab)4+ yrsBengaluruOn-siteDirect career pageEst. 18–30 LPA
Posted on 16 Sept
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Job description
Structured overview of role & requirements
About This Role
- Execute portfolio management and reporting for a $77B+ real estate credit portfolio across Opportunistic, Core+, and Core capital sources.
- Prepare comprehensive reports and presentations for executive teams and external clients on portfolio performance, activity, and composition.
- Drive process improvements and technology integration to enhance data accuracy, reporting efficiency, and portfolio strategy decisions.
Minimum Requirements
- Bachelor’s degree in Finance, Accounting, STEM, or related field; CA and/or CFA is a plus.
- Minimum of 4 years of experience in data analytics, portfolio management, or business strategy within asset management, private equity, lending, or related fields.
- Advanced Excel skills; experience with SQL, VBA, or programming languages preferred.
- Experience managing teams or resources, including remote/offshore, and developing senior leadership reports.
Ideal Candidate Profile
- Experienced in real estate credit or related financial asset management with a focus on portfolio strategy and analytics.
- Strong analytical skill set with experience in quantitative and qualitative research and building dynamic financial models.
- Proven ability to implement technology solutions and drive process enhancements in a collaborative, fast-paced environment involving multiple stakeholders.