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Senior Portfolio Implementation Specialist

2 months ago


London, Greater London, United Kingdom Macdonald & Company Full time
Job Description

**About the Role**

We are seeking a highly skilled Senior Portfolio Implementation Analyst to join our team at Macdonald & Company. As a key member of our Portfolio Management function, you will play a critical role in helping our client, a global real estate investor, manage and coordinate their portfolio review and reporting process.

Key Responsibilities

  • Manage and coordinate the portfolio review and reporting process to ensure timely and accurate delivery of quarterly reports to investors.
  • Develop and improve existing and future quarterly reporting to investors on loans and portfolios, including building and maintaining relationships with key stakeholders.
  • Collect and aggregate portfolio data, tracking collateral and AUM across different structures, and provide insights to inform business decisions.
  • Support the implementation and ongoing improvement of software solutions to enhance portfolio management and reporting capabilities.
  • Maintain data accuracy, integrity, and quality management across the global portfolio at the property, loan, and investor level.
  • Field and respond to ad-hoc investor and marketing requests as part of the capital raising processes.
  • Collaborate with the investment and loan asset management team to integrate ESG reporting tools into the underwriting process.

Requirements

  • Bachelor's Degree in real estate, economics, or finance.
  • ~2-4 years of experience in portfolio analysis and/or credit analysis within the real estate sector.
  • Proven data analytics and data management experience.
  • Experience working with loan servicing software.
  • Advanced financial modeling skills in Excel.
  • Strong proficiency across Microsoft platform (Excel, Word, and PowerPoint).
  • Proficiency in data visualization tools (e.g. Power BI, Tableau).
  • Software implementation and management experience.
  • Strong analytical skills with the ability to gather, organize, and interpret complex data and derive meaningful insights.
  • Strong work ethic with superior writing, presentation, and communication skills.