Overview

The Portfolio Management position is based in Hong Kong and will be supporting the APAC portfolio management team on reporting, operational and analytical aspects of a flagship APAC real estate fund having a current Gross Asset Value over US$3bn. Key responsibilities/duties are summarized below. The role demands an attention to details and requires an ability to comprehend various issues within the limited time frame. This role will have a chance to work with colleagues in other regions and function teams in Invesco, and external parties in the industry.

Key Responsibilities / Duties:

Database Management and Reporting

  • Coordinate quarterly and annual reporting process with various function teams to establish timelines and deliverables
  • Manage the portfolio database; analyze asset and fund level data for performance updates
  • Coordinate the regular external valuation process and prepare summary of key valuation assumptions

Investor Relations & Business Development

  • Including but not limited to client inquiries/ad-hoc requests, client reporting, consultant requests and legal and compliance adherence.
  • Assist in compiling data for investor due diligence and RFPs
  • Coordinate the update of pitchbook, preparation of regular investor questionnaires and quarterly reports, as well as ad-hoc client presentations and investor communication

Balance Sheet Management

  • Compile and manage fund level budgets and cash positions, including review of fund expenses and coordination of property-level projections
  • Oversee capital requirements, coordinate and manage fund flow process
  • Manage fund level facility reporting and monitor the debt covenants

Budget review and portfolio analysis

  • Perform analysis at the Fund level for potential transactions
  • Coordinate with Asset Management to review asset level budget and analyze fund level impact
  • Ownership of fund level model

Process and other operational management

  • Coordinate with various functions for transaction closing and other operational or regulatory requirements
  • Work alongside other function teams on any ad-hoc administrative matters

Work Experience / Knowledge:

  • Minimum 4 years of experience, preferably in Big 4 audit firms or real estate industries
  • Strong academic background in business, finance or others’ relevant field
  • Strong numerical capability and exceptional financial modelling skills
  • Strong quantitative and analytical skills
  • Strong technical capabilities in Excel and PowerPoint
  • Strong attention to details and able to take ownership and work independently with guidance and supervision from the Team
  • Good at communication and coordination, strong interpersonal skills
  • Fluent in Chinese and English
  • Relevant real estate experience is preferred
  • High proficiency with MS Office, especially Excel, financial modelling and database; skills in Bloomberg a plus

Skills / Other Personal Attributes Required:

  • Strong time management skills with ability to multi-task Results oriented
  • Self-motivated
  • Team player
  • High attention to details
  • Creative and able to start things from scratch
  • Able to work under pressure/ tight deadlines and manage multiple priorities as needed

Formal Education: (minimum requirement to perform job duties)

  • Degree holder

License/Registration/Certification: (minimum requirement to perform job duties)

  • Qualified CPA, or CFA Level 1 or above (passed) is preferred

Source: Invesco’s Career Page

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About Invesco Real Estate

Invesco Ltd. is a privately-owned investment management company based in Atlanta, Georgia. Founded over 70 years ago, the company is relied on by institutional investors across the world to manage their various invested assets. The company currently has over $800 billion in assets under management managed by over 6,000 employees in 11 countries.

Invesco Real Estate (IRE) was established in 1983 as the real estate investment division of Invesco Ltd. IRE manages a real estate portfolio of $67.8 billion (as of 12.31.16) with CRE investment teams in 21 locations around the world covering properties in North America, Asia, and Europe.

The Invesco Real Estate Team is made up of 447 employees, managing investments in direct real estate, real estate securities including both equity and debt, infrastructure securities, and master limited partnerships. Employees work out of offices in Atlanta (HQ), Dallas, Newport Beach, New York, San Francisco, London, Paris, Munich, Prague, Madrid, Hong Kong, Shanghai, Tokyo, Singapore, Seoul, Luxembourg, Beijing, Sydney, Warsaw, Milan, and Hyderabad.