Senior Vice President of Wealth Management

Chennai, Tamil Nadu Banking and NBFC job

Posted 3 days ago

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Job Description

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :

Wealth Relationship Manager

Grade: VP/SVP

Location: Chennai

Individual & Playing Captain Role both profiles are available

Only local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non sales, Operation, Analytics candidates please do not apply for this role.

CTC: Open up to 75 LPA


Job Purpose

Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size.


Key Deliverables

  1. Critical
  • Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives.
  • Monitor financial market trends to ensure that client plans are responsive.
  • Must ensure the growth of AUM / Book Size
  • Responsible for achieving targets based on acquisition and revenue generation through investment products.
  • Responsible for business development through acquisition of high net-worth clients.
  • Mandatory numbers of meetings with clients to keep them updated with the current market scenario.


  1. Routine
  • Analyse client portfolios and make necessary suggestions.
  • Recommend financial products.
  • Responsible for identifying customer needs and assessing their risk appetite
  • Provide regular updates to the immediate superior as and when required
  • Create and enforce plans that will help meet the needs of the customer.


Role Requirements

  • Educational Qualifications: Graduation / Post Graduation in any discipline
  • Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background.
  • Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform
  • IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)
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Applications Development Manager - Anna's Portfolio

Chennai, Tamil Nadu UPS

Posted 1 day ago

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Job Description

**Avant de postuler à un emploi, sélectionnez votre langue de préférence parmi les options disponibles en haut à droite de cette page.**
Découvrez votre prochaine opportunité au sein d'une organisation qui compte parmi les 500 plus importantes entreprises mondiales. Envisagez des opportunités innovantes, découvrez notre culture enrichissante et travaillez avec des équipes talentueuses qui vous poussent à vous développer chaque jour. Nous savons ce qu'il faut faire pour diriger UPS vers l'avenir : des personnes passionnées dotées d'une combinaison unique de compétences. Si vous avez les qualités, de la motivation, de l'autonomie ou le leadership pour diriger des équipes, il existe des postes adaptés à vos aspirations et à vos compétences d'aujourd'hui et de demain.
**Fiche de poste :**
**Moving our world forward by delivering what matters!**
**UPS is a company with a proud past and an even brighter future. Our values define us. Our culture differentiates us. Our strategy drives us. At UPS we are customer first, people led and innovation driven. UPS's India based Technology Development Centers will bring UPS one step closer to creating a global technology workforce that will help accelerate our digital journey and help us engineer technology solutions that drastically improve our competitive advantage in the field of Logistics.**
**'Future You' grows as a visible and valued Technology professional with UPS, driving us towards an exciting tomorrow. As a global Technology organization we can put serious resources behind your development. If you are solutions orientated, UPS Technology is the place for you. 'Future You' delivers ground-breaking solutions to some of the biggest logistics challenges around the globe. You'll take technology to unimaginable places and really make a difference for UPS and our customers.**
**Job Summary**
**This position ties technology to our business needs and determines how new solutions, carrier business rules, and industry changes will affect our customers. He/She performs analysis to ensure we maximize the positive impact across the business, documents what needs to be built and certifies the resulting product with our carrier business partners. This position enables the organization to achieve its goals and brings value to our teams and customers.**
**Responsibilities:**
**Works with little or no supervision on projects of moderate to high complexity and independently on projects of low to moderate complexity.**
**Serves as liaison between our Business Development, Development and Quality Assurance teams.**
**Serves as the primary technical contact with carrier partners and certification teams.**
**Contributes to the identification of solutions, elicitation and development of business and functional requirements that meet the needs of the business in a date driven business and application development environment.**
**Primary Skills**
**Azure Cloud, Azure DevOps, .NET core, Java, Python, Angular JS, SQL Server, CI/CD Technologies, KubernetesC#, Java, SAFE, able to learn quick and work in highly scalable teams**
**Qualifications:**
**Highly experienced in Requirements elicitation and documentation analysis**
**Hands-on experience with Software Development tools and ability to perform some scripting tasks**
**Knowledge of Microsoft Office and other documentation tools**
**Bachelor's Degree (or internationally comparable degree) in Computer Science or related field - Preferred**
**Experience with Carrier business rules and industry standards - Preferred**
**Type de contrat:**
en CDI
_Chez UPS, égalité des chances, traitement équitable et environnement de travail inclusif sont des valeurs clefs auxquelles nous sommes attachés._
This advertiser has chosen not to accept applicants from your region.

Applications Development Manager - Anna's Portfolio

Chennai, Tamil Nadu UPS

Posted 1 day ago

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Job Description

**Before you apply to a job, select your language preference from the options available at the top right of this page.**
Explore your next opportunity at a Fortune Global 500 organization. Envision innovative possibilities, experience our rewarding culture, and work with talented teams that help you become better every day. We know what it takes to lead UPS into tomorrow-people with a unique combination of skill + passion. If you have the qualities and drive to lead yourself or teams, there are roles ready to cultivate your skills and take you to the next level.
**Job Description:**
**Moving our world forward by delivering what matters!**
**UPS is a company with a proud past and an even brighter future. Our values define us. Our culture differentiates us. Our strategy drives us. At UPS we are customer first, people led and innovation driven. UPS's India based Technology Development Centers will bring UPS one step closer to creating a global technology workforce that will help accelerate our digital journey and help us engineer technology solutions that drastically improve our competitive advantage in the field of Logistics.**
**'Future You' grows as a visible and valued Technology professional with UPS, driving us towards an exciting tomorrow. As a global Technology organization we can put serious resources behind your development. If you are solutions orientated, UPS Technology is the place for you. 'Future You' delivers ground-breaking solutions to some of the biggest logistics challenges around the globe. You'll take technology to unimaginable places and really make a difference for UPS and our customers.**
**Job Summary**
**This position ties technology to our business needs and determines how new solutions, carrier business rules, and industry changes will affect our customers. He/She performs analysis to ensure we maximize the positive impact across the business, documents what needs to be built and certifies the resulting product with our carrier business partners. This position enables the organization to achieve its goals and brings value to our teams and customers.**
**Responsibilities:**
**Works with little or no supervision on projects of moderate to high complexity and independently on projects of low to moderate complexity.**
**Serves as liaison between our Business Development, Development and Quality Assurance teams.**
**Serves as the primary technical contact with carrier partners and certification teams.**
**Contributes to the identification of solutions, elicitation and development of business and functional requirements that meet the needs of the business in a date driven business and application development environment.**
**Primary Skills**
**Azure Cloud, Azure DevOps, .NET core, Java, Python, Angular JS, SQL Server, CI/CD Technologies, KubernetesC#, Java, SAFE, able to learn quick and work in highly scalable teams**
**Qualifications:**
**Highly experienced in Requirements elicitation and documentation analysis**
**Hands-on experience with Software Development tools and ability to perform some scripting tasks**
**Knowledge of Microsoft Office and other documentation tools**
**Bachelor's Degree (or internationally comparable degree) in Computer Science or related field - Preferred**
**Experience with Carrier business rules and industry standards - Preferred**
**Employee Type:**
Permanent
UPS is committed to providing a workplace free of discrimination, harassment, and retaliation.
This advertiser has chosen not to accept applicants from your region.

Remote Senior Accountant - Financial Reporting & Analysis

600001 Chennai, Tamil Nadu ₹50000 Monthly WhatJobs

Posted 20 days ago

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Job Description

full-time
Our client is seeking a meticulous and experienced Remote Senior Accountant to oversee crucial financial operations and reporting. This is a fully remote opportunity, perfect for a seasoned finance professional seeking flexibility. You will be responsible for managing all aspects of general ledger accounting, including accounts payable, accounts receivable, payroll, and fixed asset accounting. A primary focus will be on preparing accurate and timely monthly, quarterly, and annual financial statements in accordance with Indian Accounting Standards (Ind AS) and other relevant frameworks. You will conduct in-depth financial analysis, identifying trends, variances, and opportunities for financial improvement. This role involves managing the month-end and year-end closing processes, ensuring all entries are accurate and reconciled. Preparing tax filings and supporting external audits will also be key responsibilities. We are looking for an individual with a strong understanding of accounting principles, excellent analytical skills, and a proven ability to work independently and meet deadlines. Proficiency with accounting software (e.g., TallyPrime, SAP, Oracle) and advanced Excel skills are essential. The ability to communicate financial information clearly and concisely to non-financial stakeholders is highly valued. You must have a dedicated home office setup with a stable internet connection. This position requires a proactive approach to problem-solving and a commitment to maintaining the highest standards of financial integrity.

Key Duties:
  • Manage and oversee the daily accounting operations.
  • Prepare and review monthly, quarterly, and annual financial statements.
  • Oversee the general ledger, ensuring accuracy and completeness.
  • Manage accounts payable, accounts receivable, and payroll processes.
  • Reconcile bank statements and other financial accounts.
  • Conduct financial analysis and prepare reports for management.
  • Support the preparation of tax returns and regulatory filings.
  • Assist with internal and external audits.
  • Implement and maintain internal controls.
  • Identify opportunities for process improvements within the accounting function.

Qualifications:
  • Bachelor's degree in Accounting or Finance; CA Inter/Final or equivalent professional certification is a strong plus.
  • Minimum of 5 years of progressive accounting experience.
  • In-depth knowledge of accounting principles, standards, and regulations.
  • Proficiency in accounting software (e.g., TallyPrime, QuickBooks, SAP) and advanced Microsoft Excel.
  • Strong analytical and problem-solving skills.
  • Excellent attention to detail and accuracy.
  • Effective communication and interpersonal skills.
  • Ability to work independently, manage multiple priorities, and meet tight deadlines in a remote environment.
  • Experience with financial reporting and analysis.
This advertiser has chosen not to accept applicants from your region.

Senior Property Portfolio Manager

600001 Chennai, Tamil Nadu ₹900000 Annually WhatJobs

Posted 17 days ago

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Job Description

full-time
Our client is seeking a results-driven Senior Property Portfolio Manager to oversee a diverse portfolio of real estate assets. This role offers a hybrid work arrangement, combining remote flexibility with essential in-office collaboration. You will be responsible for the strategic planning, financial oversight, and operational management of a significant real estate portfolio, ensuring maximum return on investment and exceptional tenant satisfaction. Your duties will include developing and executing portfolio-level strategies, managing budgets, analyzing market trends, and overseeing property-level operations handled by property managers. The ideal candidate possesses extensive experience in commercial and residential real estate management, strong financial acumen, and proven leadership skills. You must be adept at strategic decision-making, risk management, and stakeholder communication. Excellent negotiation and problem-solving abilities are crucial. This position requires a proactive individual who can effectively manage a team, drive performance, and maintain high standards of property management. You will be instrumental in identifying new investment opportunities, optimizing existing assets, and ensuring compliance with all legal and regulatory requirements. The ability to build and maintain strong relationships with investors, tenants, and service providers is paramount.

Responsibilities:
  • Develop and implement portfolio-level strategies to enhance property value and financial performance.
  • Oversee the financial management of the entire portfolio, including budgeting, forecasting, and reporting.
  • Analyze market trends and competitor activity to identify opportunities and risks.
  • Manage and mentor property managers, providing guidance and support.
  • Ensure all properties in the portfolio comply with legal, regulatory, and safety standards.
  • Oversee tenant relations and ensure high levels of tenant satisfaction across the portfolio.
  • Lead the negotiation of leases, contracts, and vendor agreements.
  • Identify and execute capital improvement projects to maintain and enhance property value.
  • Conduct regular portfolio reviews and provide performance reports to senior management and stakeholders.
  • Evaluate potential acquisitions and dispositions to optimize the portfolio composition.
Qualifications:
  • Bachelor's degree in Real Estate, Finance, Business Administration, or a related field. MBA or relevant professional designation (e.g., RICS, CCIM) is a plus.
  • Minimum of 7-10 years of progressive experience in real estate portfolio management or senior property management roles.
  • Proven experience in managing diverse real estate portfolios (commercial, residential, retail).
  • Strong financial analysis, budgeting, and forecasting skills.
  • Excellent leadership, communication, negotiation, and interpersonal skills.
  • In-depth knowledge of real estate markets, property operations, and legal/regulatory frameworks.
  • Proficiency in property management software and financial analysis tools.
  • Ability to balance strategic oversight with operational details.
This hybrid role requires you to be based in or near **Chennai, Tamil Nadu, IN**.
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Senior Real Estate Portfolio Manager

600001 Chennai, Tamil Nadu ₹1300000 Annually WhatJobs

Posted 2 days ago

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Job Description

full-time
Our client is seeking a seasoned Senior Real Estate Portfolio Manager to oversee a significant portfolio of properties. This is a fully remote position, offering flexibility and the opportunity to manage assets from anywhere in India. The ideal candidate will possess extensive experience in real estate investment, property management, financial analysis, and strategic asset allocation. You will be responsible for maximizing the value and performance of the real estate portfolio, identifying investment opportunities, conducting due diligence, and managing all aspects of property operations. This role requires strong financial acumen, excellent negotiation skills, and a deep understanding of the real estate market.

Responsibilities:
  • Develop and implement strategic asset management plans to optimize portfolio performance.
  • Analyze market trends, identify investment opportunities, and conduct feasibility studies for potential acquisitions.
  • Manage the acquisition and disposition of real estate assets.
  • Oversee property operations, including leasing, tenant relations, maintenance, and facilities management.
  • Develop and manage annual budgets for the real estate portfolio, monitoring expenditures and revenue.
  • Perform financial analysis, including cash flow projections, ROI calculations, and risk assessments.
  • Negotiate leases, service contracts, and other agreements.
  • Ensure compliance with all relevant property laws, regulations, and zoning requirements.
  • Prepare regular reports on portfolio performance, market analysis, and investment recommendations for senior management.
  • Build and maintain strong relationships with brokers, property managers, legal counsel, and other industry stakeholders.

This position requires a minimum of 7 years of progressive experience in real estate asset management, investment, or portfolio management. A Bachelor's degree in Finance, Real Estate, Business Administration, or a related field is essential; an MBA or advanced degree in a relevant discipline is a strong plus. Demonstrable experience in financial modeling, valuation techniques, and lease negotiations is required. Excellent analytical, problem-solving, and strategic thinking skills are paramount. The ability to work independently and manage a diverse portfolio in a remote setting is crucial. If you are a results-driven professional with a passion for real estate investment and management, we encourage you to apply for this exciting remote opportunity.
This advertiser has chosen not to accept applicants from your region.

Senior Real Estate Portfolio Manager

600001 Chennai, Tamil Nadu ₹800000 Annually WhatJobs

Posted 9 days ago

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Job Description

full-time
Our client is seeking a highly experienced and motivated Senior Real Estate Portfolio Manager to join their dynamic team. This is a fully remote, strategic role where you will be instrumental in managing and optimizing a diverse portfolio of real estate assets across various geographies. You will be responsible for developing and implementing investment strategies, conducting market research, financial analysis, and risk management to ensure the portfolio's growth and profitability. Your responsibilities will include identifying new investment opportunities, evaluating potential acquisitions, and managing the entire lifecycle of real estate assets from acquisition to disposition. This role requires a deep understanding of real estate markets, financial modeling, legal and regulatory frameworks, and asset management best practices. You will work closely with internal stakeholders, external partners, and legal counsel to execute transactions and manage property performance. A key aspect of this role will be to provide regular performance reports and strategic recommendations to senior management, demonstrating a clear understanding of market trends and economic indicators that may impact the portfolio. The ideal candidate will possess exceptional analytical skills, strong negotiation abilities, and a proven track record in managing large-scale real estate investments. A bachelor's degree in finance, real estate, economics, or a related field is required; a Master's degree or relevant professional certifications (e.g., CFA, CCIM) are highly advantageous. This is a unique opportunity to significantly influence the direction and success of a high-value real estate portfolio, working remotely with a collaborative and forward-thinking organization. If you are a strategic thinker with a passion for real estate investment and a desire to drive impactful results from anywhere, we encourage you to apply.

Responsibilities:
  • Develop and execute comprehensive real estate investment strategies.
  • Conduct in-depth market research, financial analysis, and due diligence for potential acquisitions and dispositions.
  • Manage the entire lifecycle of the real estate portfolio, including leasing, operations, and property management oversight.
  • Identify and mitigate risks associated with real estate investments.
  • Prepare detailed financial models, valuation reports, and performance analyses.
  • Negotiate purchase agreements, leases, and other real estate contracts.
  • Maintain strong relationships with brokers, developers, lenders, and other industry professionals.
  • Provide regular reports and strategic recommendations to senior leadership on portfolio performance and market trends.
  • Ensure compliance with all relevant legal and regulatory requirements.
Qualifications:
  • Bachelor's degree in Finance, Real Estate, Economics, Business Administration, or a related field.
  • Minimum of 5-7 years of progressive experience in real estate investment, portfolio management, or asset management.
  • Proven experience in financial modeling, valuation techniques, and market analysis.
  • Strong understanding of real estate law, contracts, and transaction processes.
  • Excellent negotiation, communication, and interpersonal skills.
  • Demonstrated ability to manage complex projects and deliver results in a remote environment.
  • Proficiency in real estate data analytics software and MS Office Suite.
  • Master's degree or relevant professional certifications are a plus.
This advertiser has chosen not to accept applicants from your region.
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Senior Real Estate Portfolio Manager

600001 Chennai, Tamil Nadu ₹1500000 Annually WhatJobs

Posted 9 days ago

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Job Description

full-time
Our client is seeking a highly motivated and experienced Senior Real Estate Portfolio Manager to join their dynamic, remote-first team. This pivotal role will be instrumental in managing and optimizing a diverse real estate portfolio, ensuring maximum return on investment and strategic alignment with business objectives. The ideal candidate will possess a deep understanding of real estate markets, financial analysis, and property management principles. You will be responsible for identifying investment opportunities, conducting thorough due diligence, negotiating purchase and sale agreements, and overseeing the entire lifecycle of real estate assets. This is an exceptional opportunity to shape the future of a growing real estate division from the comfort of your home office. The role involves close collaboration with internal stakeholders, external partners, and financial institutions. You will be expected to develop and implement innovative strategies for asset enhancement, leasing, and disposition. Key responsibilities include preparing detailed financial models, market analysis reports, and presenting recommendations to senior leadership. Performance monitoring and risk assessment of the portfolio will be critical. We are looking for a proactive individual with exceptional analytical and problem-solving skills, a strong sense of urgency, and the ability to work independently. A proven track record of success in real estate investment and portfolio management is essential. The successful candidate will demonstrate outstanding communication and negotiation skills, and a commitment to ethical business practices. Experience with various property types including commercial, residential, and industrial is highly desirable. This fully remote position offers the flexibility to work from anywhere within India, requiring reliable internet connectivity and a dedicated workspace. The successful candidate will report to the Head of Real Estate and will be a key contributor to our client's continued growth and success in the competitive real estate landscape. This is a unique chance to make a significant impact in a remote setting, fostering strong relationships and driving value across the organization. The role demands a strategic mindset and the ability to adapt to evolving market conditions.
This advertiser has chosen not to accept applicants from your region.

Senior Real Estate Portfolio Manager

600001 Chennai, Tamil Nadu ₹2800000 Annually WhatJobs

Posted 12 days ago

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Job Description

full-time
Our client, a prominent player in the real estate investment sector, is seeking a highly accomplished Senior Real Estate Portfolio Manager to join their fully remote, globally distributed team. This executive-level position is responsible for the strategic oversight, management, and performance optimization of a diverse real estate portfolio. You will leverage your deep market knowledge, financial acumen, and analytical expertise to drive value, manage risk, and achieve investment objectives. This role offers the ultimate flexibility of being fully remote.

Key Responsibilities:
  • Develop and execute comprehensive investment strategies for a diverse real estate portfolio, including acquisitions, dispositions, and development.
  • Conduct in-depth market research, financial analysis, and due diligence for potential real estate investments.
  • Manage and optimize the performance of existing portfolio assets to maximize returns and minimize vacancies.
  • Oversee asset management activities, including property management, leasing, and capital improvements.
  • Develop and manage annual budgets, financial forecasts, and cash flow projections for the portfolio.
  • Monitor market trends, economic conditions, and competitive landscape to identify opportunities and risks.
  • Build and maintain strong relationships with brokers, developers, lenders, and other industry stakeholders.
  • Prepare and present detailed investment memos, portfolio performance reports, and strategic recommendations to senior leadership.
  • Ensure compliance with all relevant legal, regulatory, and reporting requirements.
  • Identify and implement strategies for risk mitigation and value enhancement across the portfolio.
  • Lead and mentor a team of real estate professionals in a remote work environment.

Qualifications:
  • Master's degree in Finance, Real Estate, Business Administration, or a related field.
  • Minimum of 8-12 years of progressive experience in real estate investment, portfolio management, or asset management.
  • Proven track record of successful real estate acquisitions, dispositions, and portfolio growth.
  • Strong understanding of real estate markets, valuation methods, and financial modeling (DCF, IRR, NPV).
  • Excellent analytical, strategic thinking, and problem-solving skills.
  • Demonstrated ability to manage complex financial transactions and large-scale portfolios.
  • Exceptional negotiation, communication, and presentation skills.
  • Experience with real estate investment software and databases.
  • Ability to work independently and effectively manage responsibilities in a fully remote setting.
  • Professional designations such as CFA or CCIM are a significant plus.
  • Familiarity with international real estate markets is advantageous.
This is an unparalleled opportunity for a top-tier real estate professional to lead a significant portfolio from anywhere in the world, contributing to the strategic direction and success of our client.
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Senior Real Estate Portfolio Manager

600001 Chennai, Tamil Nadu ₹75000 Annually WhatJobs

Posted 14 days ago

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Job Description

full-time
Our client is seeking a highly motivated and experienced Senior Real Estate Portfolio Manager to join their dynamic team in **Chennai, Tamil Nadu, IN**. This role is pivotal in managing and optimizing a diverse portfolio of commercial and residential properties. The ideal candidate will possess a deep understanding of market trends, financial analysis, and property management best practices. Responsibilities include developing and executing strategic acquisition and disposition plans, conducting thorough market research and feasibility studies, and managing tenant relations to ensure high occupancy rates and tenant satisfaction. You will be responsible for budget preparation and monitoring, overseeing property maintenance and capital improvement projects, and ensuring compliance with all relevant regulations and legal requirements. Collaboration with legal counsel, brokers, and financial institutions will be a key aspect of this position. We are looking for an individual with exceptional negotiation skills, a proven track record in asset management, and the ability to drive value creation. If you are a strategic thinker with strong analytical capabilities and a passion for real estate, we encourage you to apply. The hybrid work model allows for a balance between in-office collaboration and remote flexibility. This is an excellent opportunity to make a significant impact within a growing organization. The role requires a proactive approach to identifying new investment opportunities and managing risks effectively. You will also be involved in reporting on portfolio performance to senior management and stakeholders. Key performance indicators will include portfolio growth, return on investment, and operational efficiency. A strong network within the real estate industry in Chennai and surrounding regions is highly desirable. The successful candidate will demonstrate excellent leadership qualities and the ability to mentor junior team members. Proficiency in real estate management software and financial modeling tools is essential.

Responsibilities:
  • Oversee the acquisition, development, and disposition of real estate assets.
  • Conduct market analysis and financial feasibility studies for potential investments.
  • Manage existing property portfolio, including leasing, operations, and tenant relations.
  • Develop and implement strategic plans to maximize property value and ROI.
  • Prepare and manage budgets, financial reports, and forecasts.
  • Ensure compliance with all legal, regulatory, and ethical standards.
  • Negotiate contracts and agreements with vendors, tenants, and partners.
  • Oversee property maintenance, renovations, and capital improvement projects.
  • Build and maintain strong relationships with stakeholders, including investors, brokers, and community leaders.
Qualifications:
  • Bachelor's degree in Real Estate, Finance, Business Administration, or a related field. Master's degree preferred.
  • Minimum of 5-7 years of progressive experience in real estate asset management or portfolio management.
  • Proven track record of successful real estate transactions and portfolio growth.
  • Strong understanding of real estate markets, investment strategies, and financial principles.
  • Excellent analytical, financial modeling, and negotiation skills.
  • Proficiency in real estate software and MS Office Suite.
  • Exceptional communication, interpersonal, and leadership abilities.
This advertiser has chosen not to accept applicants from your region.
 

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