Associate, Portfolio Management, Real Estate Credit

Overview

Manage and monitor real estate debt portfolio, handling reviews, planning, valuation and risk.

Key Responsibilities

• forecasting
• power bi
• anaplan
• data integration
• risk presentation
• portfolio review

Tasks

-Provide initial review of originated CM Rating quarterly refresh by asset servicing -Collaborate with senior leadership to align portfolio objectives with firm-wide investment and capital management goals. -Prepare BREC Quarterly Risk presentation by maintaining line-item detail of Watch and Monitor List’s, working with various counterparties to incorporate quarterly updates and changes vs. prior quarter -Coordinate with investment asset managers to ensure proactive management of underperforming loans or assets. -Assist in the annual business planning processes for the real estate credit platform, including forecasting and performance benchmarking of the 5-year plan focused on AUM growth as well as run-off of the existing portfolio -Create standardized framework across BREC for adding/removing positions to the Watch/Monitor list -Partner with data and technology teams to design and implement portfolio forecasting and visualization capabilities, leveraging tools such as Anaplan and Power BI to support annual business planning, portfolio reviews, and performance tracking. -Coordinate submission of positions and balances to various valuation vendors for all originated and legacy positions across real estate credit. -Prepare quarterly updates to BREC current year origination’s vs plan including calculation of BREC’s fee bearing capital -Support preparation of BREC Quarterly portfolio review, including updates to portfolio composition, overview of Watch/Monitor list, key performance metrics and other significant market updates -Partner with data and technology teams to strengthen data collection and integration through tools such as iLEVEL, enhancing the accuracy, transparency, and consistency of valuation inputs and outputs, and improving ongoing monitoring of valuation marks, Watch and Monitor Lists, and underperforming loans. -Facilitate initial review of quarterly marks, highlighting major FMV changes from prior quarter and quantifying MTM change across various investment cohorts

Requirements

• finance degree
• power bi
• tableau
• 2-4 years
• powerpoint
• excel

What You Bring

-Education: Bachelor’s degree in Finance or Accounting. -Solid working knowledge of Power BI; familiarity with Tableau is an asset. -Experience: 2–4 years of professional experience, ideally at the Associate level. -Valuation: Direct valuation experience is not necessary but familiarity with property-level financials is a plus. -Strong proficiency in PowerPoint and related presentation tools. -Comfort building analytical tools and reports in internal systems that may traditionally be done in Excel. -Exposure to and understanding of real estate products—commercial, retail, or office properties.

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About Brookfield

-The company manages a diversified portfolio across real estate, infrastructure, renewable power, and private equity. -Brookfield is known for its strategic investments in large-scale assets that drive long-term value. -Its diverse real estate portfolio spans office towers, residential complexes, retail spaces, and logistics hubs. -Notably, Brookfield has made substantial investments in renewable energy, including wind, solar, and hydroelectric projects. -The firm has built a reputation for its ability to manage complex, large-scale infrastructure projects worldwide. -Brookfield has been instrumental in major developments like the World Financial Center in New York and London's Canary Wharf. -The company is renowned for creating and managing sustainable, high-value assets across key sectors of the global economy. -Brookfield is also focused on growing its presence in emerging markets, capitalizing on growth opportunities in Asia and Latin America.

Sector Specialisms