June 14, 2022 Comments (0)

Account/Portfolio Manager for Real Estate

Money Wala
Published
June 14, 2022
Location
Dubai/Monaco/Istanbul/London/Germany, United Kingdom
Category
Default  
Job Type

Description

Job Brief:

We are seeking an experienced portfolio manager who can add a fresh, unique approach to our team. In this role, you’ll support the full project lifecycle for a large portfolio, with a focus on leading project-level reviews, optimizing and maintaining project standards, proactively identifying improvement, analytical reporting, and training staff. Not only will you be comfortable having high-level conversations with business leaders to understand individual portfolios, you’ll help us define KPIs and create a roadmap of company-wide operations.

Responsibilities
  • Manage the day-to-day operations of the portfolio, establish the working plan of each project phase
  • Analyze and appraise the effectiveness of sales methods, costs, and results
  • Facilitate project review and checkpoint meetings
  • Produce and analyze portfolio/project-level reports against key performance indicators
  • Escalate issues that threaten portfolio and project success
Requirements and skills
  • Bachelor’s degree in finance or related field
  • Current certificates, which may include CFA, CFP, CAIA
  • 4-5 years of financial or investment experience
  • Knowledge of securities, insurance, and mutual fund industries
  • Personal integrity and the ability to keep client and company confidences
  • Proficient with financial planning software

Location :  Dubai/Monaco/Istanbul/London/Germany

*Mention your desired position in the subject line of your email.

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