Position: Lead Analyst / Team Manager
Location: Gurugram, India
Function: Financial Planning & Analysis (FP&A) / Portfolio Strategy
Reporting Line: Partnering with New York stakeholders
Role Overview:
The role involves leading day-to-day operations and managing a team within the Center of Excellence (COE) focused on FP&A and Portfolio Strategy Management, while working in close partnership with stakeholders in New York.
Key Responsibilities (Team Manager):
- Lead and motivate a team of professionals, assign tasks, and monitor performance against goals.
- Foster a collaborative and positive team culture, resolving any conflicts efficiently.
- Conduct performance reviews, provide feedback, and identify development needs.
- Manage project timelines, workload distribution, and resource allocation.
- Serve as the primary point of contact for clients, understanding and aligning with their needs.
- Identify and implement process optimization and efficiency improvements.
- Promote knowledge sharing, best practices, and continuous team learning.
- Track macro-economic indicators and derive meaningful insights.
- Collaborate cross-functionally with Acquisitions, Asset Management, Capital Markets, Portfolio Management, Legal, Tax, and Finance.
Essential Skills & Experience:
- Master's degree in Finance, Banking, or related field (Mathematics is a plus).
- CFA / CA designation is a strong plus.
- Exceptional quantitative aptitude and proficiency in Microsoft Office.
- Prior experience in valuation reporting or financial analytics preferred.
- Ability to manage multiple priorities in a dynamic, fast-paced environment.
- Strong analytical mindset, intellectual curiosity, and problem-solving abilities.
- High attention to detail, accuracy, and a focus on data validation.
- Strong communication skills written, verbal, and active listening.
- Excellent teamwork, interpersonal skills, and discretion.
- Self-driven with initiative, energy, and the ability to work independently.
Team Associate Responsibilities (For Reference):
- Maintain valuation metrics and portfolio data for real estate properties.
- Update trackers and databases for real estate and debt reporting.
- Build and enhance databases for acquisition/disposition tracking, peer comparison, and performance attribution.
- Provide accurate portfolio data to investor reporting teams or LPs.
- Support creation of investor materials, such as quarterly letters and marketing documents.
- Perform ad-hoc analyses, business cases, and identify key trends and variances.
- Coordinate quarterly reporting between onshore and offshore teams.
- Proactively seek operational efficiencies and reporting enhancements.
- Support business initiatives and ensure consistent focus on risk management and compliance.
