Portfolio Manager + Executive Assistant

hace 2 semanas


Bogotá, Bogotá D.E., Colombia Somewhere A tiempo completo

Portfolio Manager + Executive Assistant Position at Leading Real Estate Investment Company

About the Company:
The company is a prominent player in the real estate investment sector, dedicated to achieving long-term capital growth through a meticulous investment approach. Emphasizing risk management, they strive to deliver exceptional returns to clients by identifying lucrative investment opportunities across diverse sectors.

Overview:
We are on the lookout for a highly skilled Portfolio Manager + Executive Assistant to bolster our team. Reporting directly to the CEO, this individual will play a pivotal role in managing the investment portfolio, conducting financial analysis, and offering top-notch executive support.

Duties and responsibilities:

As a Portfolio Manager:

  • Analyze and present property performance metrics to investors, such as cash flow statements and balance sheets
  • Oversee and monitor investment performance with operating partners, including property valuations and rental income
  • Prepare investment reports and presentations for investors, incorporating market research and strategic insights
  • Collaborate closely with the CEO to devise investment strategies, track portfolio performance, and make informed decisions on property transactions

As an Executive Assistant:

  • Handle email correspondence and address investor queries, including property owners and stakeholders
  • Manage financial tasks like bill payments, wire transfers, and vendor invoices efficiently
  • Organize data using Excel, aid in tax returns, and collaborate with the CPA and bookkeeper
  • Support the CEO with day-to-day tasks, such as scheduling meetings, preparing reports, and taking minutes
  • Provide administrative assistance to the CEO by managing their calendar, arranging travel, and coordinating events
  • Maintain accurate records of investor communications, property transactions, and financial data

Requirements:

  • Minimum 3-5 years of experience in Portfolio Management, Financial Analysis, or a related field
  • Bachelor's degree in Finance, Accounting, or a similar discipline
  • Proficiency in English
  • Firm grasp of financial markets and investment analysis
  • Proficiency with Microsoft Office Suite, PowerPoint, and OneDrive
  • Experience with Quickbooks Desktop is advantageous


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