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Senior Portfolio Implementation Specialist

2 months ago


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

Job Title: Senior Portfolio Implementation Analyst

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 ensure data accuracy, integrity, and quality management across the global portfolio at the property, loan, and investor level.
  • Support the implementation and ongoing improvement of software solutions to enhance portfolio management and reporting capabilities.
  • Field and respond to ad-hoc investor and marketing requests as part of the capital raising processes, ensuring seamless communication and collaboration with internal teams.
  • Collaborate with the investment and loan asset management team to integrate ESG reporting tools into the underwriting process, driving sustainability and responsible investing practices.

Requirements:

  • Bachelor's Degree in real estate, economics, or finance, or a related field.
  • 2-4 years of experience in portfolio analysis and/or credit analysis within the real estate sector.
  • Proven data analytics and data management experience, with advanced financial modeling skills in Excel.
  • Strong proficiency across Microsoft platform (Excel, Word, and PowerPoint), with proficiency in data visualization tools (e.g., Power BI, Tableau) a plus.
  • Software implementation and management experience, with a strong analytical mindset and ability to gather, organize, and interpret complex data to derive meaningful insights.
  • Superior writing, presentation, and communication skills, with a strong work ethic and ability to work effectively in a team environment.

What We Offer:

As a Senior Portfolio Implementation Analyst at Macdonald & Company, you will have the opportunity to work with a global real estate investor, driving portfolio management and reporting excellence. You will be part of a dynamic team, working on challenging projects, and contributing to the growth and success of our client.