Investor Services Analyst

Revantage Global Services India; Bengaluru; Vor Ort; INR 600.000 - 1.200.000; Vollzeit

Zusammenfassung

Revantage in Bengaluru is seeking an Investor Services Analyst to evaluate, complete, and distribute reporting to investors and lenders. You will work with Salesforce, Sharepoint, and Excel to manage reporting timelines and ensure accuracy across property management partners.

The role focuses on debt and financial reporting for real estate assets, with opportunities to improve efficiency and processes within a fast-paced, collaborative environment.

Qualifikationen

• Experience in Investor Reporting, Lender Reporting, or Debt Analysis
• Familiarity with debt documents and financial reporting related to real estate
• 2-3 years of relevant experience
• BA/BS in Accounting, Business/Finance or related field
• Proficiency with Salesforce, Sharepoint, and Excel
• Strong organizational, analytical, and problem-solving skills
• Attention to detail
• Excellent communication and interpersonal abilities
• Ability to juggle assignments independently in a fast-paced environment
• Excellent interpersonal skills, ability to communicate with external and internal counterparts with a "customer service" mentality
• Comfortable using a computer database as a primary work environment
• Experience in the Low -Income Housing Tax Credit industry experience is a plus
• Communicates Effectively: Listens effectively and confirms understanding when needed. Cooperates effectively with teammates (immediate colleagues and cross-functionally) and provides and takes feedback with ease.

Aufgaben

• Review incoming reporting from property management companies for accuracy and completeness
• Review loan documents and partnership agreements to confirm reporting requirements and deadlines
• Maintain tracking records in Salesforce Set up recurring Salesforce records
• Run reports to confirm all required reporting is captured
• Log received reports with annotating information
• Create new reports and dashboards in Salesforce
• Reach out to property management companies and internal April Housing departments for updates on required reporting
• Provide guidance to property management companies in the event incorrect reporting is submitted
• Respond to requests for additional information from investors and lenders
• Manage a shared mailbox in Outlook, which is utilized for incoming reporting
• Establish and maintain an archive of sent reporting in Sharepoint
• Perform targeted research projects, assist on technology platform
• Utilize Yardi to download financial reports
• Help implement and streamline processes to improve efficiency

Jobbeschreibung

ABOUT REVANTAGE

Revantage, a Blackstone Real Estate portfolio company, is a global provider of corporate services.

With a corporate purpose of 'In Pursuit of Better,' Revantage delivers value-added services and world-class talent for Blackstone Real Estate portfolio companies, spanning diverse asset classes, including residential, logistics, office, hospitality and retail sectors. The company's footprint extends across North America, Europe and Asia Pacific.

Creating a culture that inspires impact and momentum requires the right team. We know what it takes to lead an industry, and are looking for leaders who seek constant growth, want to excel, and continuously improve upon themselves and the industry.

In addition to supporting Revantage, we also recruit for Blackstone Real Estate portfolio companies, giving you the unique opportunity to work within a network of best-in-class professionals across a broad real estate platform.

India

With offices in Bengaluru and Gurugram, our teams in India deliver expertise, innovation and operational excellence that support thousands of assets across logistics, data centers, residential, commercial and hospitality.

Whether you're building new capabilities, driving critical initiatives or strengthening partnerships, you'll have the opportunity to truly Build What Matters.

Overview

April Housing is a leading owner and operator of high-quality affordable housing throughout the United States. Founded in 2022 and headquartered in Los Angeles, April Housing is the asset management business that oversees Blackstone's affordable housing and LIHTC portfolio. April oversees a portfolio of over 65,000 affordable housing units in approximately 400 communities. April Housing seeks to preserve critical affordable housing stock while providing best-in-class management and high-quality housing. April is committed to being a fair, transparent, and responsible owner.

April Housing's long-term commitment to owning affordable housing is supported by Blackstone Funds, predominantly BREIT, a non-listed REIT. This perpetual capital vehicle provides April with a patient and flexible source of capital and plays a critical role in enabling the creation and preservation of more affordable housing. In addition to managing a growing portfolio, April Housing will ensure assets in the existing portfolio remain affordable and in compliance with all rent regulations while making significant improvements and aligning the operations with April Housing's Standards of Excellence in Residential Operations.

To support our investment activities, we are seeking an Investor Services Analyst to evaluate, complete, and distribute reporting to investors and lenders on our Section 42 Low-Income Housing properties.

What you will do:

• Review incoming reporting from property management companies for accuracy and completeness


• Review loan documents and partnership agreements to confirm reporting requirements and deadlines


• Maintain tracking records in Salesforce Set up recurring Salesforce records


• Run reports to confirm all required reporting is captured


• Log received reports with annotating information


• Create new reports and dashboards in Salesforce


• Reach out to property management companies and internal April Housing departments for updates on required reporting


• Provide guidance to property management companies in the event incorrect reporting is submitted


• Respond to requests for additional information from investors and lenders


• Manage a shared mailbox in Outlook, which is utilized for incoming reporting


• Establish and maintain an archive of sent reporting in Sharepoint


• Perform targeted research projects, assist on technology platform


• Utilize Yardi to download financial reports


• Help implement and streamline processes to improve efficiency

Compensation

[Drop in appropriate information for India-based hire.]

What you should have:

• Experience in Investor Reporting, Lender Reporting, or Debt Analysis


• Familiarity with debt documents and financial reporting related to real estate (such as Balance Sheets, Rent Rolls, Operating Statements, Cash Flow Statements)


• 2-3 years of relevant experience


• BA/BS in Accounting, Business/Finance or related field


• Proficiency with Salesforce, Sharepoint, and Excel


• Strong organizational, analytical, and problem-solving skills


• Attention to detail


• Excellent communication and interpersonal abilities


• Ability to juggle assignments independently in a fast-paced environment


• Excellent interpersonal skills, ability to communicate with external and internal counterparts with a \"customer service\" mentality


• Comfortable using a computer database as a primary work environment


• Experience in the Low -Income Housing Tax Credit industry experience is a plus


• Communicates Effectively: Listens effectively and confirms understanding when needed. Cooperates effectively with teammates (immediate colleagues and cross-functionally) and provides and takes feedback with ease.


• Drives Results: Works hard to ensure un