Job Description

Job Summary The main purpose of this position is to Compile reports, analysis and specific tasks as may be required by the Board, Property and Investment Committee, any Board Sub-Committee, Exco Committee or as directed. Developing investment and or economic strategies based on management philosophy and customer objectives.
Submissions for Committees and Forums

• Compile reports, analysis and specific tasks as may be required by the Board, Property and Investment Committee, any Board Sub-Committee, Exco Committee or as directed.

• Adhere to and ensure that direct reports adhere to relevant levels of authority.

• Perform corporate management functions in accordance with policies, procedures and legal requirements.

• Perform corporate management functions within the allocated time frame

Strategic Asset Management Responsibilities

• Developing investment and or economic strategies based on management philosophy and customer objectives.

• Performs investment research to formulate asset specific strategies

• Performs deal structuring and financial modelling.

• Analyses the market, looks for opportunities and works with external consultants to develop new products and features in existing products to suit specific target markets.

• Responsible for researching, analysing and providing relevant economic and property overviews.

• Makes recommendations regarding investment attractiveness of specific property sectors.

• Assists in making recommendations for the selection of investment decisions to the Investment Committees

• Assist in the development of an industry leading property, data driven information system.

• Monitor, update, maintain and report on property fundamentals, which includes review of annual budgets, net income comparison to budgets, forecasting and modelling.

• Create standardized property research decks for Investment Team and Investment Committee.

• Conduct research on special topics in support Investment Teams strategic initiatives.

• Assist with the development and presentation of the firm's macroeconomic, capital market and property market information.

• Assist with the preparation of property trends commentaries.

• Develop research tools to assist the Investments Team for potential property investments. The nature of the role is more specialised knowledge work rather than knowledge integration

• Monitor's developments in security markets.

• Liaises with tax attorneys or accountants to determine legal consequences of investment decisions.

• Review and analyse annual property valuations and complete internal valuations.

• Regular reports and updates to various committees and boards.

• Investment Analysis

• Research, analyses, and provides relevant property benchmarking information.

• Assists with the analysis of investment decisions and motivations for Investment Committee.

• Compilation of Fund investment performance reports for Investment Committee and Board packs/presentations.

• Asset Management Support and Assistance

• Review and analysis of Fund data to facilitate investment decisions

• Assist with the management, review and of approval of quarterly forecasts and annual property budgets.

• Performs deal structuring and financial modelling

Requirements

• B. Com / MBA / CA

• Min 6 yrs. relevant industry experience required

• Experience with deal structuring and financial modelling is required

• CFA (any level - advantageous)

• Property experience advantageous

• Strong analytical skills and numerical ability

• Computer skills (Advanced Excel and PowerPoint)

Ability Executive Recruitment
Recruiter

Skills Required