Valuation

JOB RESPONSIBILITIES
The role of Analyst in Valuations & Portfolio Reporting will manage support for valuations and portfolio reporting, including portfolio analytics and property-level performance.  The role is a liaison with  North American client, and in turn Client's asset management, portfolio management and finance teams in order to support monthly and/or quarterly valuation processes. This position will report to the Team Manager.
The Valuations & Portfolio Reporting department in COE works as an extended arm for similar regional department working within Asia, Europe & UK and North America Valuations & Portfolio Reporting department.
 

Reports to
Lead Analyst/Team Manager
 

How You Add Value
(including but are not limited to)
The role of Analyst in Valuations and Portfolio Reporting will provide valuation and analytical support and performance reporting as follows:
•    Supports the quarterly internal valuation support cycles together with portfolio of client and in turn, client.
•    Manages and maintains robust Argus cash flow models to be exported into excel valuation models.
•    Effectively obtains property-level information from various source systems or portfolio companies in order to routinely update cash flow models with actual leasing or changes in market leasing assumptions, other income, operating expenses or capital expenditures.
•    Provides critical analysis of changes at the property- or investment-level in order to report on the cash-flow and valuation changes.  Analysis of property- or investment-level changes is at the equity value.
•    Analyzes market conditions from sales comparable and other sources in order to drive assumptions and assess the value of the assets.
•    Supports the entire valuation reporting process with portfolio of client and in turn client stakeholders and revise valuation models based on feedback.
•    Assists in ad hoc requests or special projects at the request of the portfolio of client or at the request of client or portfolio companies, most notably data and analytics for real estate valuations.
•    Continues to collaborate and enhance processes and procedures to deliver best in class service.  
DESIRED SKILLS & COMPETENCIES
•    Real estate knowledge, including broad market fundamentals and financial cash flow modelling, required.
•    Drive and desire to learn new technologies and grow technical and functional skill sets.
•    Strong MS Office, particularly Microsoft Excel, skills required.
•    Argus Enterprise experience required.
•    Experience with US GAAP and real estate accounting and/or management systems preferred.
•    Passion for making business processes more efficient and successful
•    Excellent communication, problem solving and interpersonal skills necessary.
•    Ability to multi-task and manage shifting priorities in a fast-paced environment
•    Strong attention to detail and ability to work both independently and in a team environment.
•    Some travel internationally may be requested.

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Do

• Support process by managing transactions as per required quality standards

  • Fielding all incoming help requests from clients via telephone and/or emails in a courteous manner
  • Document all pertinent end user identification information, including name, department, contact information and nature of problem or issue
  • Update own availability in the RAVE system to ensure productivity of the process
  • Record, track, and document all queries received, problem-solving steps taken and total successful and unsuccessful resolutions
  • Follow standard processes and procedures to resolve all client queries
  • Resolve client queries as per the SLA’s defined in the contract 
  • Access and maintain internal knowledge bases, resources and frequently asked questions to aid in and provide effective problem resolution to clients
  • Identify and learn appropriate product details to facilitate better client interaction and troubleshooting 
  • Document and analyze call logs to spot most occurring trends to prevent future problems
  • Maintain and update self-help documents for customers to speed up resolution time
  • Identify red flags and escalate serious client issues to Team leader in cases of untimely resolution
  • Ensure all product information and disclosures are given to clients before and after the call/email requests
  • Avoids legal challenges by complying with service agreements

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• Deliver excellent customer service through effective diagnosis and troubleshooting of client queries

  • Provide product support and resolution to clients by performing a question diagnosis while guiding users through step-by-step solutions
  • Assist clients with navigating around product menus and facilitate better understanding of product features 
  • Troubleshoot all client queries in a user-friendly, courteous and professional manner
  • Maintain logs and records of all customer queries as per the standard procedures and guidelines
  • Accurately process and record all incoming call and email using the designated tracking software
  • Offer alternative solutions to clients (where appropriate) with the objective of retaining customers’ and clients’ business
  • Organize ideas and effectively communicate oral messages appropriate to listeners and situations
  • Follow up and make scheduled call backs to customers to record feedback and ensure compliance to contract /SLAs

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• Build capability to ensure operational excellence and maintain superior customer service levels of the existing account/client

  • Undertake product trainings to stay current with product features, changes and updates
  • Enroll in product specific and any other trainings per client requirements/recommendations
  • Partner with team leaders to brainstorm and identify training themes and learning issues to better serve the client
  • Update job knowledge by participating in self learning opportunities and maintaining personal networks

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Deliver