Associate, Portfolio Strategy - Brio India

About the role

The Associate, Portfolio Strategy in India will be execute portfolio management and reporting processes for the BREDS portfolio. The portfolio spans across Opportunistic, Core+ and Core capital sources for commercial and residential real estate debt in public and private markets. This role is an exciting opportunity to work across all BREDS strategies and is essential in providing insights that support the broader business.

What you'll do

• Responsible for preparing and delivering comprehensive reports and insights for the Brio and BREDS executive team and external clients
• Creation of presentations and other deliverables for internal and external meetings
• Work with broader Brio team and BREDS Portfolio Management to gather, coordinate and synthesize data and analytics, ensuring accurate and timely reporting
• Work in partnership with Brio asset management and other teams to oversee /manage credit positions within funds, with a focus on ensuring a consistent
• Collaborate with all internal stakeholders, develop insightful, value-add analysis on the portfolio and ensure comprehensive understanding of strategies and underlying…

What you need

• 4–7 yrs of experience
• PowerPoint
• Excel
• Research
• Portfolio management
• Capital markets
• Chartered Accountant or CFA or B.Com

Good to have

• SQL
• Data analysis
• CFA
• VBA