Associate / Assistant Manager, Portfolio Management (Frasers Logistics & Commercial Trust)
Job Summary
The Associate / Assistant Manager will play a key role in supporting the team in portfolio management and reporting for the REIT, particularly in the areas of ensuring accurate and timely reporting of portfolio metrics, analysis of portfolio performance, annual budgeting, valuation and business plans etc.
Job Description
Portfolio Reporting
• Manage the timely consolidation, review and delivery of accurate portfolio metrics and data for internal and external reporting. Some of the key deliverables include:
Monthly
• Prepare and deliver insightful analysis on key portfolio metrics, including leasing activity and rental reversion performance.
• Report on portfolio operational performance against benchmarks and summarize key market activity.
• Conduct portfolio-level sensitivity, scenario, and ad-hoc analysis as required.
Quarterly
• Drive the quarterly reforecasting process in collaboration with regional teams.
• Prepare comprehensive operational reports for Board review and other internal/external reporting purposes.
Annually
• Support the preparation of the annual budgets and long-term strategic forecasts.
• Assist in coordinating and reviewing annual external property valuations.
• Contribute to the Portfolio Management components of the annual business plan.
• Conduct strategic Hold/Sell analysis, generate segment-specific insights, and contribute to the portfolio-wide asset ranking process.
Portfolio Management
• Provide analytical support across FLCT’s international portfolio. You will partner with the Deputy Head of Portfolio Management and the regional Portfolio Managers to conduct in-depth analysis, enhance operational reporting, and monitor performance. Your work will be instrumental in evaluating lease deals and shaping business plans to maximize the investment performance and organic growth of the portfolio.
• Core tasks involve asset-specific and portfolio-level analysis, property valuations, and the strategic evaluation of prospective new leases. You will also assist with detailed portfolio modelling and core processes such as budgeting, forecasting, and preparing the region’s strategic "House View".
• You will also assist in the formulation and feasibility analysis of Asset Enhancement Initiatives (“AEI”), preparation and compilation of Strategic Asset Plans (“SAP”) for the FLCT portfolio on an annual basis. You will assist with the preparation of approval papers, reports and presentations to the Manager and Trustee of FLCT, the Board, investors and those for internal distribution.
• You will ensure the accuracy of Argus models and property and portfolio data. In this capacity, you will ensure that all portfolio and asset-specific analyses, metrics, and reporting capabilities are continually updated, improved, and aligned with best practices.
Key Qualification
Qualifications
• Tertiary qualification in real estate/finance/investment, valuations or other relevant discipline demonstrating the requisite skills and knowledge.
Competencies
• Strong skills in Microsoft Excel. Experience with Argus Enterprise would be an advantage.
• Possess a good understanding of property valuation methodologies.
• Understanding of logistics and industrial assets and markets would be an advantage.
• Good written and verbal communication skills.
Experience
• Professional experience that clearly demonstrates an intrinsic knowledge and understanding of the property investment market.
• This may have been gained in agency, valuations, a development role, with a fund manager or as a consultant.
• Strong financial analytical skills and a desire to develop new techniques for property investment management.
Attributes
• A desire to develop financial analytical skills and have passion for numbers.
• Self-motivated with a “can do” attitude.
• A desire to gain a broad and varied knowledge of the business by taking on new challenges and a variety of tasks.
• Common sense approach to problem solving.
• A willingness to contribute ideas, views and expertise .
• Ability to work on several different matters and frequently reprioritise.
• Ability to collaborate with varying levels of internal staff and a range of external personnel.
• Reliable and dedicated member with a strong commitment to ethical behaviours.
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