Analyst

1 - 4 years

3 - 7 Lacs

Posted:2 months ago| Platform: Naukri logo

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Work Mode

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Job Type

Full Time

Job Description


  
  • Update and maintain various valuation metrics and portfolio details for various real estate properties (existing or newly added) within the funds portfolio.
  • Responsible for updating and maintaining databases as well as various real estate and debt trackers as a part of the quarterly packages presented to various senior stakeholders.
  • Develop maintain and enhance databases that include acquisition / disposition tracking, peer comparison, third party data and performance attribution on a regular cadence.
  • Ensuring accurate Portfolio Management data is provided to the investor reporting team or the LPs as and when requested.
  • Collaborating with various teams and accurately updating portfolio management to produce various investor materials such as funds quarterly letters, marketing materials etc.
  • Perform special projects and ad-hoc business case analyses determined by the needs of stakeholders.
  • Undertake analysis to identify key trends and investigate unusual items and provide variance analysis, with explanations, to the stakeholders.
  • Oversee co-ordination and submission of quarterly reporting with onshore and offshore teams ensuring the accuracy of the data.
  • Continuously seek to create operational efficiencies and reporting enhancements.
  • Ad-hoc projects in support of the firms businesses/new initiatives.
  • Maintain a consistent and strong focus on compliance and risk management.

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     Essential Skills & Experience: 
  • Masters degree Major/Minor in Finance, Banking or Mathematics is a plus.
  • Exceptional quantitative aptitude and skill set with a proficiency in Microsoft Office applications.
  • Knowledge about concepts related to Real Estate, private equity and fund structures in general
  • Ability to manage multiple priorities in a fast paced, fluid environment.
  • Previous background within a valuation reporting or portfolio management role a plus
  • CFA designation a plus
  • Rigorous analytical mindset with a high level of intellectual curiosity and excellent problem-solving skills
  • Acute focus on attention to detail, accuracy, and data validation
  • Effective communication skills (listening, verbal, and written)
  • Excellent interpersonal and teamwork skills
  • Strong initiative, energy and confidence completing assignments with limited supervision.

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    Deliver excellent customer service through effective diagnosis and troubleshooting of client queries  
  • Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
  • Assist clients with navigating around product menus and facilitate better understanding of product features
  • Troubleshoot all client queries in a user-friendly, courteous and professional manner
  • Maintain logs and records of all customer queries as per the standard procedures and guidelines
  • Accurately process and record all incoming call and email using the designated tracking software
  • Offer alternative solutions to clients (where appropriate) with the objective of retaining customers and clients business
  • Organize ideas and effectively communicate oral messages appropriate to listeners and situations
  • Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs

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    Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client  
  • Undertake product trainings to stay current with product features, changes and updates
  • Enroll in product specific and any other trainings per client requirements/recommendations
  • Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
  • Update job knowledge by participating in self learning opportunities and maintaining personal networks

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    Deliver
     NoPerformance ParameterMeasure1ProcessNo. of cases resolved per day, compliance to process and quality standards, meeting process level SLAs, Pulse score, Customer feedback2Self- ManagementProductivity, efficiency, absenteeism, Training Hours, No of technical training completed

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