Senior Analyst - Portfolio Management
Senior Analyst - Portfolio Management
JLL3-5 Years
- Posted 21 hours ago
- Be among the first 10 applicants
Job Description
Essential Functions
- Support the Account Manager (AM) in Portfolio Management throughout the entire portfolio lifecycle.
- Support the AM in ensuring the timely delivery of portfolios on a Global Level.
- Provide the required administrative support to the Account Manager across the portfolio valuation lifecycle, performing various key tasks and activities.
- Support in the AM in end-to-end coordination and follow ups to ensure client deliverables are submitted timely and accurately.
- Work closely with the AM and carry out assigned tasks.
- Help support other stakeholders (e.g., Global Valuers, Valuers, Global Modelers, etc.) in performing preliminary checks to ensure data sanctity and flag any anomalies to the account managers for further revision.
- Support the AM in organizing, facilitating and keeping notes from various governance meetings including kick-off meetings, weekly/monthly reviews, sector lead discussions, etc.
- Responsible for coordinating project status updates among participating team members and demonstrating a forward-focus approach in keeping the AM informed of the delivery status.
- Main point of contact on behalf of CMG JBS (VAST) group for all portfolio team members & stakeholders.
- Assess opportunity to allocate responsibility to wider CMG JBS support teams required for all portfolios with guidance from the AM.
- Work closely with AM to implement best practices and learnings from the previous quarter to deliver client deliverables within the agreed timelines.
- Daily use of company applications, i.e., Microsoft office, Box, PeopleSoft, Workfront, CRM Outlook and DeliveryX.
- Support in monitoring and reporting on client feedback.
- Proactively flag project related issues, maintain all project files, including supporting data and client deliverables.
- Assist AMs to ensure timeliness of responses and compliance with due dates.
- Proactively identify and flag-off delivery challenges the AM in advance.
- A minimum of 3 years work experience is required.
- Intermediate knowledge in MS excel and MS word (V-Look up, X-Look up, Conditional Formatting and Pivot Tables)
- Good Verbal and Written communication skills
- Bachelor's Degree
- Project / Portfolio Management experience is preferred.
- Real Estate background is preferred.
- Proactive and ability to work with cross functional teams across various geographies.
More Info
Key Skills
About Company
Skills:
Outlook, Ms Excel, Microsoft Office, DeliveryX, CRM, Pivot Tables, Box, Ms Word, Conditional Formatting, Workfront, Peoplesoft