Senior Manager, Portfolio Reporting - Real Estate Debt

Role Description

The Senior Manager, Portfolio Reporting - Real Estate Debt will report to the SVP Finance, manage a team, and be responsible for supporting the Real Estate Debt business and executive teams with all management reporting, budgeting, forecasting and analytics for the Real Estate Debt program and will also drive ongoing enhancements, improvements and optimization of reporting & analytical processes and tools. This position will work closely with all Real Estate Debt teams (Operations, Investments, Accounting, Valuations) and across other QR teams such as Real Estate Equity Portfolio Management and FP&A teams to ensure consistency and accuracy in portfolio reporting across QuadReal along with Data & Analytics and IT to support the Debt modernization projects.

Responsibilities:

Management and Leadership:

• Understand the Real Estate Debt business and key stakeholder needs and deliverables and maintain a framework, structure, and processes to produce accurate and timely reporting & insights to the management team.

• Responsible for the performance management, and continuous training and improvement of team members to ensure the team continues to grow and master new skills required.
• Maintain and develop relationships as a business partner to the RE Debt business teams and BCI teams ensuring open and effective communication and collaboration.
• Be a point person on all Debt portfolio reporting matters for other QR service functions such as FP&A, Treasury, Legal, Real Estate Equity teams.
• Maintain a calendar of reporting deliverables.
• Lead by example by providing hands-on support in preparing and completing team deliverables during peak periods, sharing the workload to meet deadlines and maintain quality.

Reporting, Budgeting, Forecasting & Analytics:

• Prepare management reports articulating the program strategy and market updates to be provided to the Portfolio Investment Management team, CEO/CFO and ultimately, the QuadReal Board of Directors, QuadReal Audit Committee and BCI.
• Forecast AUM, cash, liquidity, operating metrics, returns and other KPI's as required to support capital planning, liquidity management and BCI client allocation management.
• Lead monthly portfolio forecasting with variance analysis and present key insights to senior management.
• Collaborate with other business teams in collecting and validating operational and performance data from various internal and external sources.
• Prepare ad-hoc reporting and analysis tied to key business needs and executive management requests.
• Support QuadReal's agenda for deriving insights at the portfolio level by contributing to scenario modelling, what-if analysis, and modelling efforts.
• Support RE Debt investment underwriting teams and portfolio impact analysis as needed.

Optimization, Enhancements & Innovation:

• Lead business initiatives to continue to streamline and improve efficiency of reporting, data, and processes, including driving automation and technology solutions.
• Chair the Debt Innovation AI Lab (DIAL), leading cross-functional collaboration to advance the use of AI to enhance reporting, analytics, and team productivity, while maintaining data confidentiality, accuracy and appropriate human oversight.
• Be a point person on Debt modernization projects for the IT and Data & Analytics teams.

Experience, Qualifications & Skills:

• Education - University degree with major in business, finance, accounting, mathematics, or economics;
• Experience -7-10 years background in a related role with experience in portfolio reporting and analysis in one or more of the following areas; mortgages or real estate investment, equity/ fixed investment management, fund services, investment consulting or pension plan sponsor;
• Presentation Skills - Proficient in PowerPoint and ability to prepare insightful reporting for management. Creative, responsive and adaptive presentation skills with ability to translate stakeholder requirements into reporting deliverables and present financial information to non financial users;
• Analytical Skills - Excellent problem-solving and critical thinking skills; be resourceful in seeking and consolidating information from a variety of sources. Able to grasp complex issues and the bigger picture and problem solve;
• Technology Skills - Strong systems savvy, knowledge in delivery technologies and data access, proficient with accounting/financial systems, ERP, analytical tools, BI tools and MS Office applications. Advanced knowledge of Excel and PowerPoint, experience with PowerBI or other BI tools considered a strong asset;
• Finance Skills - Good working knowledge of financial analysis, business concepts and performance metrics. Experience with cashflow forecasting;
• Relationship Skills - Superior oral and written communication skills; ability to develop and sustain cooperative working relationships with all personalities; ability to exercise strict confidentiality;
• Collaboration Skills - Is comfortable working with others with differing opinions; exhibits a collaborative approach by offering opposing ideas in a negotiable manner;
• Team Management Skills - Proven people management experience with an ability to build, develop, and sustain cooperative working relationships; passionate about growing leadership capabilities in others;
• Organizational/Multi-Task Skills - Accurate and detail-oriented; ability to allocate one's time effectively, work under pressure, manage and meet tight deadlines; ability to handle multiple demands and competing priorities, and adapt to new ideas and constant changes; ability to use initiative and self-management skills to work independently with minimal direction and respond effectively to issues that arise;
• Values - Embrace and pro-actively support QuadReal's values - integrity, collaboration, performance, innovation and responsibility; and

• Interest in real estate and financial markets.

Based on the position, QuadReal offers a competitive total rewards package in addition to the base pay, which may include a performance-based incentive plan, comprehensive health & dental benefits, pension plan, and paid time off.

The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual's skill, experience, education and training, the market compensation of the role, and the consideration to internal equity.

We value diverse experiences and perspectives. Even if your skills don't align 100% with the listed qualifications or salary range, we encourage you to apply - you may be a great fit for this role or others in our community. Applicants may also be considered for alternative positions within the organization where their qualifications and experience align more closely with available opportunities.

We use artificial intelligence (AI) technology - alongside human review - to assist in screening and assessing applicants for this position. Our recruitment team remains involved in all decisions.

Candidates must be legally authorized to work in Canada as the company does not provide work permit sponsorship for this role.

Note to Recruiters: QuadReal does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to QuadReal, directly or indirectly, will be considered QuadReal property. QuadReal will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for engaged services to submit resumes.

QuadReal Property Group will provide reasonable accommodation at any time throughout the hiring process for applicants with disabilities or for those needing job postings in an alternate format. If you require accommodation, please advise the Talent Acquisition team member you are working with and include the following: Job posting #, your name and your preferred method of contact.

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