AMD Real Estate – Portfolio Management, Associate/Analyst

 

Job Description

 

• Work in partnership with real estate asset management & investing teams to oversee/manage investment positions within funds, with a focus on ensuring a consistent approach to strategy, analysis, and reporting across APAC and globally 
• Collaborate with all internal stakeholders, develop insightful, value-add analysis on the portfolio and ensure comprehensive understanding of strategies and underlying assets is shared

 

Key Priorities / Focus Areas

 

• Portfolio Management: Create and maintain tools to support the oversight of portfolio performance and drive accretive decision making to both enhance firm returns and mitigate risk 
  • Create dynamic models able to run impacts to portfolios with various sensitivities to determine optimal returns for outperformance 

 

• Fund / Firm Management: Coordinate with numerous internal constituents to facilitate all aspects of reporting, analysis and fund operations, including:
  • Support Portfolio Management team by providing insights on best practices on fund management (i.e. cash management, portfolio level returns, investor reporting, etc.)
  • Produce and oversee quarterly valuation process along with reporting materials for various clients
  • Forecast P&L forecasting for firm and client budgets
  • Participate in business plan reviews and create Portfolio based reporting materials 
  • Work with several teams outside Portfolio Management teams including Acquisitions, Asset Management, Fund Management, Controllers, Fund Management & Execution, and Alternative Capital Formation (ACF)
  • Calculate and maintain disposition metrics including promote, gain on sale, and return metrics for the various investing entities
  • Support fundraising efforts – track record maintenance, coordination of ad-hoc investor requests

 

• Streamline Reporting: Coordinate with Asset Management, Strats, and Engineering:
  • Develop and support unified modeling, data systems/reporting, and aggregation systems
  • Leverage technology to generate value-add reporting for Business Unit leadership, Asset Management and Portfolio Management groups, and the ACF team 
  • Provide in an organized, efficient, and consistent manner:
    • Regular and ad-hoc reports and supporting data,
    • Business Plan schedule, including the preparation on Portfolio Overviews/Roll-ups, and 
    • Valuation reporting data

 

• Infrastructure Uplift: Work with the Asset Management teams to revamp and standardize:
  • Business Plan models, with an eye to having templates pre-populated from centralized database and cash flows stored in a centralized database
  • Data input and storage systems, with a focus on centralizing one source of truth vs current situation of multiple input systems and databases
  • Data fields for key definitions (e.g. LTV, NOI, All-In-Cost, Assets Under Management, etc.)

 

Qualifications

 

• Bachelor’s degree from a top-tier university, CPA and/or CFA a plus   
• 2+ years of experience in real estate fund/portfolio management or 3+ years of experience in a top-tier investment bank, Big 4 or other financial/consulting/accounting industry
• Strong project management skills as well as ability to manage senior leadership
• Strong communication and presentation skills
• Ability to work in a fast-paced and challenging environment; set prioritization for the team
• Advance working knowledge of Microsoft Excel, PowerPoint, and Word products
• Working knowledge of Argus and Anaplan a plus 
• SQL or other database skillsets are a plus
• Fluency in Japanese and business level English