TITLE: Associate Portfolio Strategy, India REPORTS TO: India Head of Portfolio Strategy JOB SUMMARY The 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 DO Portfolio Reporting

Responsible for preparing and delivering comprehensive reports and insights for the Client 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 Client team and Portfolio Management stakeholders to gather, coordinate and synthesize data and analytics, ensuring accurate and timely reporting

Work 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 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 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 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 explicit 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

📌 Associate, Portfolio Strategy - Residential Real Estate (Bangalore Urban)
🏢 Three Across
📍 Bangalore Urban