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Asset and Wealth Management (Private)-Investing & Portfolio Management - Associate

ExperiencedNo visa sponsorship
Goldman Sachs logo

at Goldman Sachs

Bulge Bracket Investment Banks

Posted 5 days ago

No clicks

**Asset and Wealth Management (Private)-Investing & Portfolio Management - Associate - Bengaluru** - **Role**: Manage investment positions within funds and on balance sheet, driving consistent strategy, analysis, and reporting globally. - **Responsibilities**: - Create dynamic models for optimal returns and mitigate risk. - Coordinate fund management, reporting, and forecasting with internal teams. - Streamline reporting using technology and work with cross-functional teams. - Revamp business plan models and standardize data input systems. - **Required Skills**: - Bachelor's degree (Business majors) with 3+ years in real estate fund management. - CPA or CFA preferred. - Strong Excel, PowerPoint, Word, SQL skills. - Project management, leadership, and communication skills. - **Seniority Level**: Associate

Compensation
Not specified

Currency: Not specified

City
Bengaluru
Country
India

Full Job Description

Asset and Wealth Management (Private)-Investing & Portfolio Management - Associate- Bengaluru:Bengaluru, Karnataka, India
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Bengaluru
JOB FUNCTIONInvesting & Portfolio Management - Private
DIVISIONAsset & Wealth Management

Work in partnership with real estate asset management & investing teams to oversee/manage investment positions within funds and on balance sheet, with a focus on ensuring a consistent approach to strategy, analysis and reporting across the US 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
    • Forecast P&L forecasting for firm budgets
    • Participate in business plan reviews and create Portfolio based reporting materials semi-annually
    • Work with several teams outside Portfolio Management teams including Acquisitions, Asset Management, Fund Management, Controllers, Finance Management & Execution, and Alternative Capital Markets and Strategy
    • Calculate and maintain disposition metrics including promote, gain on sale, and return metrics for the various investing entities
  • 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 ACMS 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

  • Bachelors degree from a top-tier university (Business related majors), CPA and or CFA a plus   
  • 3+ minimum years of experience in real estate fund management and/or portfolio management, with preference for previous experience in institutional fund environment, Core Fund, REIT, Big 4, or top-tier investment bank
  • Experience leading analysts/associates
  • 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
  • SQL or other database skillsets are a plus

About Goldman Sachs 

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

Were committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html 

The Goldman Sachs Group, Inc., 2024. All rights reserved. 

Goldman Sachs is an equal employment/affirmative action employer

 

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More

Asset and Wealth Management (Private)-Investing & Portfolio Management - Associate

Compensation

Not specified

City: Bengaluru

Country: India

Goldman Sachs logo
Bulge Bracket Investment Banks

5 days ago

No clicks

at Goldman Sachs

ExperiencedNo visa sponsorship

**Asset and Wealth Management (Private)-Investing & Portfolio Management - Associate - Bengaluru** - **Role**: Manage investment positions within funds and on balance sheet, driving consistent strategy, analysis, and reporting globally. - **Responsibilities**: - Create dynamic models for optimal returns and mitigate risk. - Coordinate fund management, reporting, and forecasting with internal teams. - Streamline reporting using technology and work with cross-functional teams. - Revamp business plan models and standardize data input systems. - **Required Skills**: - Bachelor's degree (Business majors) with 3+ years in real estate fund management. - CPA or CFA preferred. - Strong Excel, PowerPoint, Word, SQL skills. - Project management, leadership, and communication skills. - **Seniority Level**: Associate

Full Job Description

Asset and Wealth Management (Private)-Investing & Portfolio Management - Associate- Bengaluru:Bengaluru, Karnataka, India
Opportunity Overview
CORPORATE TITLEAssociate
OFFICE LOCATION(S)Bengaluru
JOB FUNCTIONInvesting & Portfolio Management - Private
DIVISIONAsset & Wealth Management

Work in partnership with real estate asset management & investing teams to oversee/manage investment positions within funds and on balance sheet, with a focus on ensuring a consistent approach to strategy, analysis and reporting across the US 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
    • Forecast P&L forecasting for firm budgets
    • Participate in business plan reviews and create Portfolio based reporting materials semi-annually
    • Work with several teams outside Portfolio Management teams including Acquisitions, Asset Management, Fund Management, Controllers, Finance Management & Execution, and Alternative Capital Markets and Strategy
    • Calculate and maintain disposition metrics including promote, gain on sale, and return metrics for the various investing entities
  • 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 ACMS 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

  • Bachelors degree from a top-tier university (Business related majors), CPA and or CFA a plus   
  • 3+ minimum years of experience in real estate fund management and/or portfolio management, with preference for previous experience in institutional fund environment, Core Fund, REIT, Big 4, or top-tier investment bank
  • Experience leading analysts/associates
  • 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
  • SQL or other database skillsets are a plus

About Goldman Sachs 

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

Were committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html 

The Goldman Sachs Group, Inc., 2024. All rights reserved. 

Goldman Sachs is an equal employment/affirmative action employer

 

We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Learn More