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:

A

VP 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 current 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

📌 AVP Portfolio Strategy - Real estate debt portfolio management - US Mortgage (Bangalore Urban)
🏢 Three Across
📍 Bangalore Urban