Capital Markets Process Consultant

Tata Consultancy Services; Taguig; On-site; PHP 1,800,000 - 3,000,000; Full time

Job summary

Tata Consultancy Services in Manila seeks an experienced leader to guide capital markets advisory across investment, debt sizing and asset valuation. You will own modelling work, underwriting support and client-ready reporting while coordinating offshore and onshore teams.

You will oversee lease and property data, cash-flow modelling, scenario analysis and market assumptions, translating business objectives into practical data and technology interventions; presenting insights to senior

Qualifications

• Executive presence and leadership experience with senior stakeholders.
• Strong commercial judgement and decision-making under pressure.
• Clear communicator, able to simplify complex topics for diverse audiences.
• Proven team leadership, coaching and cross-border collaboration.

Responsibilities

• Lead discussions on investment, debt, valuation, leasing and property operations.
• Own and quality-assure modelling; portfolio and asset valuation; debt sizing and scenario analysis.
• Guide loan abstraction, underwriting support, debt sizing, covenant and cash-flow assessment.
• Oversee lease abstraction and administration; ensure data is accurate for investment decisions.
• Assess operating-models, standardise procedures and create improvement roadmaps using automation and AI.
• Provide oversight of financial operations, CRM processes and reporting quality.
• Direct production of client-ready reports, analyses and senior stakeholder presentations.
• Lead multidisciplinary and offshore/onshore teams; manage risks and dependencies.

Skills

Executive presence

Commercial judgement

Communication

Team leadership

Tools

ARGUS

Forbury

EstateMaster

Salesforce

Capforce

BI

Job description

Lead executive and working-level discussions on investment, debt, valuation, leasing and property operations; translate business objectives into practical process, data and technology interventions.

Own and quality-assure ARGUS, Excel, Forbury and Estate Master modelling; portfolio and asset valuation; hotel modelling; lease summaries; bespoke models; model updates; debt sizing and scenario analysis.

Debt & loan analytics

Guide loan abstraction, underwriting support, debt sizing, covenant and cash-flow assessment, servicing analysis and lender/investor reporting, including review of assumptions and model outputs.

Lease & property insight

Oversee lease abstraction and administration support, ensuring lease terms, rent mechanics, options, obligations and property data are captured accurately and usable in investment decisions.

Provide expertise across global portfolio and valuation workflows, asset-level cash flows, market assumptions, return metrics, sensitivities and investment committee materials.

Operational transformation

Assess L2/L3 processes, identify pain points and controls, define target operating models, standardise procedures and create improvement roadmaps using automation, analytics, AI and workflow redesign.

Establish quality, lineage, taxonomy, document-control and audit standards for capital markets, valuation and CRE data; resolve data gaps and ensure decision-ready outputs.

Financial operations

Provide oversight across financial operations support, reconciliations, management information, process controls and service-performance improvement within capital markets and adjacent CRE operations.

Shape CRM operating practices and reporting across Salesforce and Capforce, improving opportunity, client, transaction and pipeline data quality and management insight.

Reporting & communication

Direct production of client-ready reports, investment analyses, executive presentations and content; explain complex financial and property matters clearly to senior stakeholders.

Delivery leadership

Lead multidisciplinary and offshore/onshore teams, coach analysts and consultants, review deliverables, manage risks and dependencies, and ensure consistency across regions and workstreams.

Support proposals, diagnostics and business cases; identify opportunities for new advisory, managed-service, data, automation and AI-enabled offerings.

REQUIRED DOMAIN EXPERTISE

Capital markets

Investment underwriting, acquisitions/disposals, debt advisory, loan and servicing workflows, transaction support, portfolio strategy and investor/lender reporting.

Office, retail, industrial/logistics, hospitality and other income-producing assets; leases, property cash flows, valuation drivers and market/asset performance.

Financial analysis

DCF and cash-flow modelling, IRR/NPV, cap rates/yields, debt metrics, sensitivities, scenario analysis, valuation review and model governance.

Platforms and tools

Advanced Excel and financial modelling; strong working knowledge of ARGUS. Experience with Forbury, EstateMaster, Salesforce, Capforce, BI/reporting and workflow tools is advantageous.

Consulting methods

Discovery and diagnostic assessment, process mapping, operating-model design, business cases, stakeholder facilitation, solution design, implementation roadmaps and benefits tracking.

LEADERSHIP & BEHAVIOURAL PROFILE

Executive presence

Credible with senior investment, finance, operations and technology stakeholders; able to challenge assumptions constructively and drive decisions.

Commercial judgement

Balances analytical rigour, control, client value, delivery practicality and commercial outcomes.

Communication

Produces concise, evidence-led recommendations and can simplify complex capital markets and CRE topics for diverse audiences.

Team leadership

Develops high-performing teams, establishes review standards and builds domain capability through coaching and reusable methods.

Comfortable leading cross-border engagements, working across cultures, time zones and regional market practices.