Head/VP Investments & Asset Management

Summary:

The Head of Investments & Asset Management will be responsible for overseeing and managing investment strategies and asset management activities within the real estate sector. The ideal candidate should have an experience of 10 to 15 years in real estate funds, private equity, NBFC, or banking in India, with a proven track record in real estate investments and asset management. This senior leadership role requires a deep understanding of market dynamics, risk assessment, and the ability to drive performance across a diverse asset portfolio. 

Job Title:

Location:

Description:

• Prepare deal screening summaries to enhance deal origination activity.

• Assess the key risks, weaknesses, and strengths of a transaction.

• Analyze and reconcile deal information.

• Responsible for seamless flow of information/data from the clients & vendors.

• Coordinating with internal credit, operations, and finance/accounts teams.

• Coordinating with external vendors for due diligence (financial, technical &valuation, legal).

• Review of due diligence reports and highlighting the key challenges/issues.

• Preparation of credit appraisal note for IC approval.

• Documentation & execution of the transaction

• Active asset management post disbursements (Updating cash flow, cover calculation, issuance of NOCs, Escrow waterfall monitoring, site visit reports).

• Preparing monthly/quarterly updates for various stakeholders

Key Skills:

• Education: A minimum of a master’s degree in finance, Accounting, Business or Real Estate is required, also having cleared CFA, CA, and FRM is an added advantage.

• Knowledge: Minimum of 10-15 years in real estate investments and asset management within real estate funds, private equity, NBFC, or banking in India, with a successful track record of transactions across property types.

• Current knowledge of industry trends in real estate and development, and a natural desire to understand specific market characteristics; experience of commercial real estate analysis/asset management experience.

• Computer skills: Advanced knowledge of Microsoft Office software, including Word, Excel, PowerPoint and Outlook are required

• Entrepreneurial spirit: It is essential for asset managers to be entrepreneurial since many of the activities involved, such as negotiations, analysis, require that risks be assumed and forecasts made

• Strong analytical skills: This skill is essential for evaluating and completing a wide range of real estate transactions

• Communication skills: To successfully perform the duties of a real estate fund manager, they must possess strong verbal and written communication skills

• Interpersonal skills: This is required for establishing and building and maintaining relationship with relevant parties (management, investors, vendors, developers, etc.)

• Strong organizational skills: This is essential for real estate asset managers to effectively coordinate and manage multiple assignments, as well as prioritize tasks and efforts

• Negotiation skills: Highly developed negotiation skills is required for negotiations with various stakeholders