VP, Portfolio Strategy - Brio India

Overview

The Vice President, Portfolio Strategy in India is responsible for portfolio management and reporting projects for the BREDS portfolio, spanning Opportunistic, Core+ and Core capital sources for commercial and residential real estate debt in public and private markets.

What you'll do

• Prepare and deliver comprehensive reports and insights for the Brio and BREDS executive team and external clients, focusing on portfolio performance, activity, and composition
• Create presentations and other deliverables for internal and external meetings
• Work with the 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 and manage credit positions within funds, with a focus on a consistent, global approach to strategy, analysis, and reporting
• Collaborate with all internal stakeholders, develop insightful, value-add analysis on the portfolio and ensure comprehensive understanding of strategies and underlying assets is shared
• Create and maintain tools to support oversight of portfolio performance and drive accretive decision making to enhance fund returns and mitigate risk
• Create dynamic models able to run impacts to portfolios with various sensitivities to determine optimal returns for outperformance
• Participate in business plan reviews and create portfolio-based reporting materials
• Calculate and maintain key position metrics including DSCR and other key loan metrics
• Help to benchmark internal and external portfolio performance
• Participate in data governance and help to implement AI tooling
• Document business requirements for reporting and process changes, ensuring clarity and alignment across business areas and reducing redundancies
• Identify opportunities for process enhancements and enhance existing processes and operations
• Evaluate technology solutions to automate reporting processes and enhance data accuracy
• Collaborate with technology teams to ensure integration of new tools and systems

What you'll need

• Bachelor's degree in Finance, Accounting, STEM or related field
• Advanced skills in Excel
• Minimum of 9+ years of relevant experience in data analytics, portfolio management and business strategy at an asset management firm, private equity firm, lender, owner / operator, servicer, rating agency, Big 4, investment bank or broker
• Strong analytical skills with demonstrable experience in analyzing quantitative and qualitative research
• Extensive experience managing teams or resources, particularly in a remote or offshore setting; set prioritization for the team
• Experience in developing board presentations and reports for senior leadership
• Proven track record of driving process improvements and implementing technology solutions
• Excellent in clear and effective communications with the ability to engage with a diverse range of stakeholders
• Motivated to excel in a collaborative, fast-paced environment, working with competing deadlines
• Advanced working knowledge of Microsoft Excel, PowerPoint, and Word products
• Robust attention to detail

Nice to have

• CA and / or CFA
• Experience with SQL, VBA or any programming language

Details

• Location: Bengaluru
• Reports to: Brio India Head of Portfolio Strategy