The main purpose of this position is to Compile reports, analysis and specific tasks as may be required by the Board, Property and Investment Committee, any Board Sub-Committee, Exco Committee or as directed. Developing investment and or economic strategies based on management philosophy and customer objectives.
Submissions for Committees and Forums
- Compile reports, analysis and specific tasks as may be required by the Board, Property and Investment Committee, any Board Sub-Committee, Exco Committee or as directed.
- Adhere to and ensure that direct reports adhere to relevant levels of authority.
Strategic Asset Management Responsibilities
- Developing investment and or economic strategies based on management philosophy and customer objectives.
- Performs investment research to formulate asset specific strategies.
- Performs deal structuring and financial modelling.
- Analyses the market, looks for opportunities and works with external consultants to develop new products and features in existing products to suit specific target markets.
- Responsible for researching, analysing and providing relevant economic and property overviews.
- Makes recommendations regarding investment attractiveness of specific property sectors.
- Assists in making recommendations for the selection of investment decisions to the Investment Committees.
- Assist in the development of an industry leading property, data driven information system.
- Monitor, update, maintain and report on property fundamentals, which includes review of annual budgets, net income comparison to budgets, forecasting and modelling.
- Create standardized property research decks for Investment Team and Investment Committee.
- Conduct research on special topics in support Investment Teams strategic initiatives.
- Assist with the development and presentation of the firm’s macroeconomic, capital market and property market information.
- Assist with the preparation of property trends commentaries.
- Develop research tools to assist the Investments Team for potential property investments. The nature of the role is more specialised knowledge work rather than knowledge integration.
- Monitor’s developments in security markets.
- Liaises with tax attorneys or accountants to determine legal consequences of investment decisions.
- Review and analyse annual property valuations and complete internal valuations.
- Regular reports and updates to various committees and boards.
Investment Analysis
- Research, analyses, and provides relevant property benchmarking information.
- Assists with the analysis of investment decisions and motivations for Investment Committee.
- Compilation of Fund investment performance reports for Investment Committee and Board packs/presentations.
Asset Management Support and Assistance
- Review and analysis of Fund data to facilitate investment decisions.
- Assist with the management, review and of approval of quarterly forecasts and annual property budgets.
- Performs deal structuring and financial modelling.
Requirements
- B. Com / MBA / CA
- Min 6 yrs. relevant industry experience required
- Experience with deal structuring and financial modelling is required
- CFA (any level – advantageous)
- Property experience advantageous
- Strong analytical skills and numerical ability
- Computer skills (Advanced Excel and PowerPoint)