Associate, Portfolio Strategy - Brio India

Revantage Global Services India Private Limited; Bengaluru; On-site; INR 2,600,000 - 4,200,000; Full time

Job summary

Revantage Global Services India Private Limited is seeking an Associate, Portfolio Strategy in India to execute portfolio management and reporting for the BREDS portfolio. You will produce recurring deliverables, create board-ready materials, and work with Brio teams to ensure consistent global reporting and insights.

The role requires a Bachelor’s degree in Finance/Accounting/STEM, 4+ years in data analytics/portfolio management, and strong Excel/SQL skills.

Qualifications

• Bachelor’s degree in Finance, Accounting, STEM or related field.
• CA/CFA a plus.
• Experience in data analytics and portfolio management.

Responsibilities

• Prepare and deliver portfolio reporting for Brio/BREDS exec team and clients.
• Create presentations for internal and external meetings.
• Collaborate with Brio asset management to oversee credit positions.
• Develop tools and dynamic models to assess portfolio performance and sensitivities.
• Drive process improvements and automate reporting processes.

Skills

Excel

SQL

VBA

Data analytics

Portfolio management

Financial analysis

Education

Bachelor’s degree in Finance/Accounting/STEM

CA and/or CFA a plus

Tools

AI tooling

PowerPoint

Job description

TITLE: Associate Portfolio Strategy, IndiaDEPARTMENT: Brio Portfolio StrategyREPORTS TO: Brio India Head of Portfolio StrategyIn 2025, Blackstone established Brio Real Estate (“Brio”) as a portfolio company focused on real estate credit. Brio is a specialized global commercial real estate asset services platform that manages and supports Blackstone’s Real Estate Debt Strategies business (“BREDS”) across the globe. Today, BREDS has more than $77 billion in investor capital across high yield / opportunistic real estate credit funds, a publicly traded Mortgage REIT, CMBS securities and insurance capital. Brio is a sophisticated real estate credit solutions provider that enhances value for investors and supports BREDS across key functions, including asset management, transactions, capital markets, surveillance, portfolio management and legal & compliance. Brio provides critical infrastructure and capabilities for BREDS to allow for effective investments and management of its global portfolio.Blackstone is the world’s largest alternative asset manager with more than $1 trillion in assets under management. Blackstone’s scale, with roughly 12,700 real estate assets and over 240 portfolio companies, enables them to invest in dynamic sectors positioned for long-term growth. The firm seeks to deliver compelling returns for institutional and individual investors by building strong businesses that deliver lasting value. Blackstone’s global investment strategies focus on real estate, private equity, infrastructure, life sciences, growth equity, credit, secondaries and hedge funds.JOB SUMMARYThe Associate, Portfolio Strategy in India will be execute portfolio management and reporting processes for the BREDS portfolio. The portfolio spans across Opportunistic, Core+ and Core capital sources for commercial and residential real estate debt in public and private markets. This role is an exciting opportunity to work across all BREDS strategies and is essential in providing insights that support the broader business. The role will produce recurring deliverables, drive process efficiencies, and leverage technology to deliver effective portfolio strategies.WHAT YOU’LL DOPortfolio ReportingResponsible for preparing and delivering comprehensive reports and insights for the Brio and BREDS executive team and external clients, focusing on portfolio performance, activity, and compositionCreation of presentations and other deliverables for internal and external meetingsWork with broader Brio team and BREDS Portfolio Management to gather, coordinate and synthesize data and analytics, ensuring accurate and timely reportingWork in partnership with Brio asset management and other teams to oversee /manage credit positions within funds, with a focus on ensuring a consistent, global approach to strategy, analysis, and reportingCollaborate with all internal stakeholders, develop insightful, value-add analysis on the portfolio and ensure comprehensive understanding of strategies and underlying assets is sharedKey Priorities / Focus AreasCreate and maintain tools to support the oversight of portfolio performance and drive accretive decision making to both enhance fund returns and mitigate riskCreate dynamic models able to run impacts to portfolios with various sensitivities to determine optimal returns for outperformanceParticipate in business plan reviews and create portfolio-based reporting materialsCalculate and maintain key position metrics including DSCR and other key loan metricsHelp to benchmark internal and external portfolio performanceParticipate in data governance and help to implement AI toolingProcess Improvements / Infrastructure UpliftsDocument business requirements for reporting and process changes, ensuring clarity and alignment across business areas and reducing redundanciesIdentify opportunities for process enhancements and enhance existing processes and operationsEvaluate technology solutions to automate reporting processes and enhance data accuracyCollaborate with technology teams to ensure integration of new tools and systemsWHAT YOU’LL BRINGBachelor’s degree in Finance, Accounting, STEM or related field; CA and / or CFA a plusAdvanced skills in Excel and experience with SQL, VBA or any programming language preferredMinimum of 4 years of experience in data analytics, portfolio management and business strategy at an asset management firm, private equity firm, lender, owner / operator, servicer, rating agency, Big 4, investment bank or broker is preferredStrong analytical skills with demonstrable experience in analyzing quantitative and qualitative researchExtensive experience managing teams or resources, particularly in a remote or offshore setting; set prioritization for the teamExperience in developing board presentations and reports for senior leadershipProven track record of driving process improvements and implementing technology solutionsExcellent in clear and effective communications with the ability to engage with a diverse range of stakeholdersMotivated to excel in a collaborative, fast-paced environment, working with competing deadlinesAdvanced working knowledge of Microsoft Excel, PowerPoint, and Word productsRobust attention to detailJob Applicant Privacy NoticeEEO StatementThe Company is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email [e-mail]