Key Responsibilities include but are not limited to:
- Product and Investment Knowledge: Become proficient in Client BREDS Business funds and investments
- Portfolio Insights: Source, summarize, and disseminate real-time information across the global portfolio; work in partnership with other BREDS colleagues and teams (Asset Management, Securities Ops, Revantage, Brio)
- Valuation Reporting: Work on ad hoc requests, strategy support, and quarterly reporting of the operating and valuation data of the assets in the alternative funds portfolio to stakeholders
- Investor Reporting: Populate and update investor and insurance SMA reports on periodic basis and assist stakeholders in producing publishing material and supplementals
- Special Projects: Participation in and execution of global ad hoc projects relating to portfolio information, insurance client governance and strategy / positioning of the BREDS business
Essential Skills & Experience:
- Master s degree Major in Finance from a reputed university
- Understanding of Real Estate / Private Equity business
- Exceptional quantitative aptitude and skill set with a mastery of Microsoft Office applications
- Ability to manage multiple priorities in a fast paced, fluid environment
- Previous background with asset management or portfolio management preferable
- Knowledge of advanced excel is must
- Ability to work in a dynamic environment with proactive approach
- Acute focus on attention to detail, accuracy, and data validation
- Effective communication skills (listening, verbal, and written)
- Excellent interpersonal and teamwork skills
- Sound judgment and discretion
- Ability to contribute towards a good and healthy work environmentCFA/CAIA designation a plus
