Portfolio Management & Performance Monitoring
- Maintain portfolio-level and asset level financial models and performance dashboards.
- Monitor asset-level operating and financial performance against budgets.
- Track portfolio KPIs including occupancy, NOI, cash flow, valuations, and returns.
- Support portfolio reviews and investment committee reporting.
Analysis
- Build and maintain financial models for acquisitions, disposals, and capita projects.
- Make recommendation supported by data on assets or portfolio and help implement asset management strategies.
- Perform market research and comparable transaction analysis.
- Prepare presentations and recommendation materials.
- Assist with underwriting and sensitivity analysis.
Asset Budgeting & Forecasting
- Support annual asset budgeting exercises and half-yearly reforecasts
- Maintain budget models with Finance team
- Collate, review and analyse income and OPEX assumptions from asset leasing and property management teams.
- Make recommendations on asset or portfolio strategy based on variance analysis
Senior Management & Investor Reporting
- Support preparation of monthly, quarterly and annual reports to various stakeholders.
- Assist with performance and portfolio analytics.
- Prepare investor presentations, fact sheets, and reporting materials.
- Provide insights on market conditions
Governance & Process Management
- Ensure data accuracy and consistency across reporting outputs.
- Support ad hoc strategic projects across the investment platform.
- Explore and implement efficient technology solutions
