Senior Investment Associate

Our Client is a prominent Real Estate Fund expanding its Warehousing portfolio in India.

Key Responsibilities

Business Analysis

• Utilize a deep understanding of business objectives, issues, and root causes to provide insightful, fact-based data analysis for complex problem-solving.
• Assist in creating financial models, researching, and analyzing trends, leading indicators, and business statistics.
• Extract, aggregate, and analyze financial data and performance metrics; present findings for management review.

Business Partnering

• Collaborate with key stakeholders and business partners to align on priorities and drive effective solutions.
• Communicate compelling arguments based on facts and data, securing necessary buy-in to achieve business objectives.
• Build working relationships with business management and partners, supporting key priorities through complex analytics.

Strategic Planning and Initiatives

• Support management in developing strategies and initiatives to drive growth and margin improvements.
• Execute strategic initiatives such as project launches, market entry, and process improvement efforts.
• Perform research and leverage internal and external data for business case development.
• Maintain awareness of economic, competitive, business, and financial conditions.

Operating Planning and Forecasting

• Assist management in creating an annual operating plan aligned with the strategic plan.
• Perform forecasting to provide visibility into business results and support decision-making.
• Conduct business analysis for operating planning and forecasting, incorporating received guidance.

Financial Operational Policy

• Establish and maintain consistent financial operational policies and procedures.
• Ensure compliance with financial operational policies such as Loss Reporting/Technical Lost Business and recommend modifications as needed.

Talent Development and Management

• Build short- and long-term capabilities.
• Take initiative on personal development and collaborate with managers to meet training requirements.
• Share skills and knowledge with colleagues, develop others, and coach junior associates.

Management Reporting and Financial Close Activities

• Produce and distribute recurring and ad hoc management reports.
• Ensure financial reporting accuracy and maintain an adequate control environment in collaboration with process owners.
• Leverage recurring and ad hoc management reports to identify trends, support business cases, and understand opportunities and risks.

Liaison and Benchmarking

• Coordinate with other functional departments to ensure the quality, accuracy, and completeness of financial reporting disclosures.
• Benchmark financial reporting disclosures against competitors.
• Develop and utilize analytical reports to assist with understanding and validation.

Financial Information Delivery

• Ensure the accurate and timely delivery of financial information, including the analysis and reporting of financial activities.
• Conduct and document financial reporting activities.

Project Support

• Assist in various projects as a key team member to meet the objectives of the team, department, and organization.
• Engage in financial modeling, analysis, valuations, and due diligence.
• Prepare and deliver management presentations and write information memorandums and Board approval justifications.

Industry Knowledge

• Stay informed on developments in infrastructure technology, regulations, business, finance, and economic theory.
• Monitor economic, industrial, and corporate developments through analysis of information from various sources.

Project Team Support

• Support project teams in financial planning, budgeting, and reporting.