Senior Analyst - Portfolio Management

JLL; Taguig; On-site; PHP 350,000 - 550,000; Full time

Job summary

JLL in Manila is seeking a Portfolio Management Support professional to assist the Account Manager in overseeing the full portfolio lifecycle and ensure timely, global delivery of portfolios. You will provide essential administrative support across the portfolio valuation lifecycle, help coordinate governance meetings, and maintain data integrity while flagging anomalies.

This role requires strong MS Office skills and a collaborative mindset across geographies.

Qualifications

• Minimum 3 years work experience in project or portfolio coordination.
• Strong communication skills, both verbal and written.
• Experience in cross-functional teamwork across geographies.
• Proactive in flagging issues and coordinating deliverables.
• Real estate or portfolio management background is a plus.

Responsibilities

• Assist Account Manager with portfolio lifecycle tasks and administration.
• Support timely, global delivery of portfolios and updates.
• Maintain project files and ensure data integrity and deliverables.
• Organize governance meetings and capture minutes and actions.
• Coordinate status updates and keep AM informed of progress.

Skills

Verbal communication

Written communication

Cross-functional collaboration

Proactive approach

Education

Bachelor's Degree

Tools

MS Excel

MS Word

Pivot Tables

VLOOKUP

XLOOKUP

Job description

• Support the Account Manager (AM) in Portfolio Management throughout the entire portfolio lifecycle.


• Support the AM in ensuring the timely delivery of portfolios on a Global Level.


• Provide the required administrative support to the Account Manager across the portfolio valuation lifecycle, performing various key tasks and activities.


• Support the AM in end-to-end coordination and follow ups to ensure client deliverables are submitted timely and accurately.


• Work closely with the AM and carry out assigned tasks.


• Help support other stakeholders (e.g., Global Valuers, Valuers, Global Modelers, etc.) in performing preliminary checks to ensure data sanctity and flag any anomalies to the account managers for further revision.


• Support the AM in organizing, facilitating and keeping notes from various governance meetings including kick-off meetings, weekly/monthly reviews, sector lead discussions, etc.


• Responsible for coordinating project status updates among participating team members and demonstrating a forward-focus approach in keeping the AM informed of the delivery status.


• Main point of contact on behalf of CMG JBS (VAST) group for all portfolio team members & stakeholders.


• Assess opportunity to allocate responsibility to wider CMG JBS support teams required for all portfolios with guidance from the AM.


• Work closely with AM to implement best practices and learnings from the previous quarter to deliver client deliverables within the agreed timelines.

Essential Functions

• Support the Account Manager (AM) in Portfolio Management throughout the entire portfolio lifecycle.


• Support the AM in ensuring the timely delivery of portfolios on a Global Level.


• Provide the required administrative support to the Account Manager across the portfolio valuation lifecycle, performing various key tasks and activities.


• Support the AM in end-to-end coordination and follow ups to ensure client deliverables are submitted timely and accurately.


• Work closely with the AM and carry out assigned tasks.


• Help support other stakeholders (e.g., Global Valuers, Valuers, Global Modelers, etc.) in performing preliminary checks to ensure data sanctity and flag any anomalies to the account managers for further revision.


• Support the AM in organizing, facilitating and keeping notes from various governance meetings including kick-off meetings, weekly/monthly reviews, sector lead discussions, etc.


• Responsible for coordinating project status updates among participating team members and demonstrating a forward-focus approach in keeping the AM informed of the delivery status.


• Main point of contact on behalf of CMG JBS (VAST) group for all portfolio team members & stakeholders.


• Assess opportunity to allocate responsibility to wider CMG JBS support teams required for all portfolios with guidance from the AM.


• Work closely with AM to implement best practices and learnings from the previous quarter to deliver client deliverables within the agreed timelines.

General Responsibilities

• Daily use of company applications, i.e., Microsoft office, Box, PeopleSoft, Workfront, CRM Outlook and DeliveryX.


• Support in monitoring and reporting on client feedback.


• Proactively flag project related issues, maintain all project files, including supporting data and client deliverables.


• Assist AMs to ensure timeliness of responses and compliance with due dates.


• Proactively identify and flag-off delivery challenges the AM in advance.

Requirements

• A minimum of 3 years' work experience is required.


• Intermediate knowledge in MS excel and MS word (V-Look up, X-Look up, Conditional Formatting and Pivot Tables)


• Good Verbal and Written communication skills


• Bachelor's Degree


• Project / Portfolio Management experience is preferred.


• Real Estate background is preferred.


• Proactive and ability to work with cross functional teams across various geographies.