Associate, Portfolio Management

Keppel (Fund Management & Investment); Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

Keppel DC REIT is seeking a Portfolio Management Analyst to support monitoring, forecasting and optimisation of asset performance, delivering consistent results for unitholders.

You will work with asset management, finance, investor relations and sustainability teams to produce board reports, budgets, and sustainability metrics, while building financial models and market research skills.

Qualifications

• Degree in business, finance, economics or related field.
• 1–3 years’ experience in data centre or real estate investments and/or SREITs is a plus.
• Ability to multi-task and work with ambiguity in a fast-growing platform.
• Strong analytical, detail-oriented and proactive mindset.
• Excellent written and oral communication and presentation skills.
• Proficient in financial modelling and market/industry research.
• Interest in sustainability related requirements.

Responsibilities

• Assist in quarterly board and trustee reports.
• Prepare monthly portfolio updates, incidents and sustainability reports.
• Track annual asset budgets and analyse variances vs forecasts.
• Monitor industry and competitor news for benchmarking.
• Monitor ESG and sustainability targets; collate reports.
• Coordinate annual workplace safety and audits where relevant.
• Support special projects: portfolio systems integration, investments/divestments.

Skills

Analytical skills

Communication

Financial modelling

Market research

Stakeholder management

Multi-tasking

Presentation skills

Sustainability interest

Education

Bachelor's degree in business/finance/economics or related field

Job description

Job Purpose

This is a key role within Keppel DC REIT’s Portfolio Management Department, which focuses on monitoring, analysing, forecasting and optimising asset/portfolio performance to drive long-term performance and resilience of the portfolio. The key objectives of this role will be to support and contribute to the successful delivery of consistent performance and distribution to Keppel DC REIT’s Unitholders, maximizing risk-adjusted investment returns.

Job Description

This is a key role within Keppel DC REIT’s Portfolio Management Department, which focuses on monitoring, analysing, forecasting and optimising asset/portfolio performance to drive long-term performance and resilience of the portfolio. The key objectives of this role will be to support and contribute to the successful delivery of consistent performance and distribution to Keppel DC REIT’s Unitholders, maximizing risk-adjusted investment returns. The role provides opportunities for driven individuals to be exposed to and collaborate with cross-functional teams including colleagues from the asset management, investor relations and sustainability, investments and finance departments, to develop cross-functional skill sets.

Scope of Work

Portfolio Reporting And Analysis. Responsibilities Include Assisting In The

• Preparation of quarterly board and results documents and trustee reports.
• Preparation of monthly portfolio updates, incidents and sustainability reports.
• Tracking and reviewing annual asset budgets (e.g. capital expenditures) and the analysis of variances against portfolio level forecasts.
• Monitoring industry and competitor news for benchmarking and analysis.
• Monitoring market, sustainability and Health and Safety (HSE) related news that could affect the assets under management, highlighting key topics internally where relevant.
• Coordinating annual workplace safety visits for senior management (with the assistance of the Asset Managers).
• Ongoing compliance with the Group’s compliance and risk management policies / processes, working with the Asset Management team to drive the target for zero control breaches/audit findings.

Sustainability Initiatives Which Include Supporting The

• Collation and submission of ESG benchmarking initiatives (e.g. GRESB).
• Monitoring, reporting and review of sustainability targets.
• Consolidation and review of efficiency metrics (e.g. PUE) and work closely with the asset and facility managers to assess and propose green initiatives (e.g. renewable energy, green rating) for implementation.
• Preparation of sustainability reporting and monitoring measures.

Coordinating, managing, and reviewing (together with various internal stakeholders)

• Annual assets’ valuation and hold-sell analysis
• Annual insurance adequacy and renewal
• Annual internal audit
• Annual report
• Technical audit (where relevant)

Planning the Annual Strategy meeting with the Board. Responsibilities include

• Coordination with the various internal departments (e.g. Asset Management, Finance, Investments, and Investor Relations) for presentations.
• Coordinating with external consultants or guest speakers on portfolio strategy or market / industry related presentations where relevant.

Supporting special projects assigned which include

• Portfolio wide systems integration
• Investments and divestments
• Strategic asset management projects

Ad hoc support on portfolio related matters including

• Q&As / presentations for investor meetings.
• Participating in due diligence and/or acquisition support (e.g. circulars / review of announcements etc.) if needed

Pre-requisites

JOB REQUIREMENTS

• Possess degree in business, finance, economics or related field disciplines or equivalent
• Minimum 1-3 years’ experience of relevant working experience, Experience in data centre or real estate investments and/or SREITs will be an added advantage. Fresh graduates with relevant internship experience and ability to demonstrate relevant skillsets may be considered.
• Ability to multi-task and work with ambiguity at times, in a fast growing platform
• A self-motivated team player who is meticulous, detailed oriented, organized and able to learn quickly, independently with strong analytical skills
• A strong communicator with excellent stakeholder management skill and ability to interact well with different functions and levels.
• Excellent written and oral communication and presentation and interpersonal skills
• Proficient in financial modelling and analytical work
• Interest to learn and be exposed to sustainability related requirements
• Proficient with market and industry research

BUSINESS SEGMENT

Connectivity

PLATFORM

Fund Management