Asset & Wealth Management (Private)– Real Estate Asset Management Analyst - Bengaluru

About the Role

We are seeking a highly motivated and detail-oriented Real Estate Asset Management Analyst to join our Asset & Wealth Management (Private) team in Bengaluru. In this role, you will work closely with senior portfolio managers and investment professionals to support the management and optimization of real estate assets held within high-net-worth and ultra-high-net-worth client portfolios across India and select international markets.

As part of a dynamic private wealth platform, you will be responsible for conducting in-depth financial analysis, monitoring asset performance, and providing actionable insights that directly influence investment decisions. You will collaborate with internal teams including legal, compliance, and client advisory, as well as external partners such as property developers, fund managers, and valuation specialists to ensure seamless asset lifecycle management.

This is an excellent opportunity for a driven finance professional looking to build a specialized career at the intersection of real estate investment and private wealth management. The role offers significant exposure to institutional-grade real estate transactions, alternative investment structures, and a sophisticated client base in one of India's fastest-growing financial hubs.

Key Responsibilities

• Conduct comprehensive financial modeling, valuation analysis, and performance benchmarking for residential, commercial, and mixed-use real estate assets within managed portfolios.
• Prepare detailed investment memoranda, asset review reports, and portfolio performance dashboards for presentation to senior management and private clients.
• Monitor ongoing asset performance against investment objectives, identifying risks and recommending corrective strategies to optimize returns.
• Support due diligence processes for new real estate acquisitions, dispositions, and fund investments, including review of legal documents, title reports, and third-party valuations.
• Track macroeconomic trends, regulatory developments, and real estate market movements across key Indian cities including Mumbai, Delhi NCR, Bengaluru, and Hyderabad.
• Coordinate with external property managers, developers, and REIT fund houses to ensure accurate and timely reporting of asset-level data.
• Assist in structuring real estate investment products such as AIFs, REITs, and co-investment vehicles tailored to private client mandates.
• Maintain and update asset management databases, ensuring data integrity and compliance with internal governance and regulatory standards set by SEBI and RERA.

Requirements

• Educational Qualification: MBA in Finance, CA, CFA (Level II or above), or equivalent postgraduate degree from a reputed institution.
• 2–4 years of relevant experience in real estate asset management, real estate private equity, investment banking, or a related financial services role.
• Strong proficiency in financial modeling, DCF analysis, and real estate valuation methodologies including NAV, cap rate, and IRR-based frameworks.
• Working knowledge of Indian real estate regulations including RERA, SEBI AIF guidelines, and relevant taxation frameworks such as LTCG provisions.
• Excellent analytical, communication, and presentation skills with the ability to convey complex investment concepts clearly to clients and stakeholders.
• Proficiency in Microsoft Excel, PowerPoint, and familiarity with data tools such as Argus, Bloomberg, or equivalent platforms is preferred.
• Ability to manage multiple priorities in a fast-paced environment with strong attention to detail and a client-first mindset.

Benefits

• Competitive Compensation: Attractive fixed salary with performance-linked bonuses aligned to industry benchmarks for private wealth and asset management roles in India.
• Learning & Development: Sponsored professional certifications including CFA, CAIA, and access to global real estate training programs and internal knowledge platforms.
• Health & Wellness: Comprehensive medical insurance covering self, spouse, children, and parents, along with employee wellness programs and mental health support.
• Career Growth: Clear progression pathways into senior associate and portfolio manager roles with exposure to cross-border real estate mandates and global teams.
• Work Environment: Modern Bengaluru office with flexible working arrangements, collaborative culture, and direct mentorship from experienced investment professionals.