Senior Manager, Portfolio Reporting – Real Estate Debt
Core
Manage a team to support the Real Estate Debt business with management reporting, budgeting, forecasting, and analytics for the portfolio and executive teams.
Role type
Senior Manager, Portfolio Reporting (Real Estate Debt)
Builds
Management reports, forecasts, and insights for the Real Estate Debt program and executive leadership.
Domain
Real Estate Debt / Financial Services
Deliverable
dashboards & analysis
Required skills
Team management, portfolio reporting, financial forecasting, variance analysis, scenario modelling, data validation, stakeholder management, process optimization, AI/automation leadership, BI tools proficiency
Preferred skills
PowerBI, real estate investment experience, equity/fixed investment management, pension plan sponsor experience, advanced Excel
Technologies
ERP, BI tools, MS Office, PowerBI, Excel
Responsibilities
Lead the Debt Innovation AI Lab (DIAL) to advance AI use in reporting; Prepare management reports for the CEO/CFO and Board; Lead monthly portfolio forecasting with variance analysis; Manage team performance and training; Drive automation and modernization of reporting processes; Collaborate with Operations, Investments, and Accounting teams for data consistency.
Seniority
Senior, hands-on IC with team management
