Sudheer Koppala Email & Phone Number

Hyderabad, Telangana, India

-- Managing and Leading Global Portfolio Management & Performance Measurement Team along with Process Improvement & Automation Initiatives.-- Conducting Monthly One-to-one meetings to motivate staff members, address concerns and questions, plan improvements and evaluate progress toward goals.-- Mentoring team members to enhance professional development and accountability in workplace.-- Recognizing staff for their contributions to company success to foster engagement and increase productivity.-- Compilation of GIPS compliant Reports for different Composites, Preparation & Submission of Property, Portfolio and Fund Level Performance to the Indices like MSCI, NCREIF, INREV & ANREV for Benchmarking the Manager Performance at different levels. -- Addressing different RFPs(Request For Proposal) & DDQ(Due Diligence Questionnaires) from several prospective institutional investors of Global Real estate.-- Developing & Implementing Real Estate Process Automation using VBA & Python.-- Preparation & maintenance of Portfolio Performance Trackers, Dashboards & Reports like Trend analysis, Attribution Analysis, etc., for client reporting.-- Working on Budgets/Capital Reforecast & other reports using Kardin, Yardi voyager, IM/Investor Plus and other internal tools like real connect, portal etc.,.-- Preparation of PMC(Property Management Company) Score Cards, AM(Asset Manager) Scoring, City level ranking with KPIs(Key Performance Indicator)& Portfolio summaries(GAV, NAV, Returns, Leasing Metrics, Etc.,).-- Attending Client Calls, interacting & working closely with global counterparts for understanding their requirements and supporting them in preparation of ABPs(Annual Business Plan), Client/Consultant Reports.

Hyderabad, Telangana, India

Hyderabad, Telangana, India

Hyderabad, Telangana, India

Hitech City, Hyderabad

RESPONSIBILITIES:--- Designing/Building Financial Models and templates as per client requirements using CIQ Tools, Dealing with macros to manipulate the data.--- Financial analysis of Balance Sheet, Income Statement, Cash flow Statement, Notes to Financial Accounts and evaluation of financial ratios of the companies.--- Providing data on portfolio performance to enable the investment managers to gain deep insight into what is driving their active returns. --- Preparing a report, that provides certain characteristics of portfolio performance like P/E ratio. Active returns, contribution etc. This allows the user to compare against any benchmark.--- Developing client specific credit and risk related scores, models & reports for investment/security evaluation.-- Developing Logics using VBA Macros to validate the Data & Models.--- Creating a customized template in excel with the client’s proprietary data and uploading this in to the Capital IQ database. The data includes financial statements, non periodic and other internal data. This also involves calculation of ratios, scores, growth rates, Percentage changes etc.

Hyderabad, Telangana, India

Hyderabad, Telangana, India

Hyderabad, Telangana, India

Master Of Business Administration - Mba, Finance And Financial Management Services

Bachelor Of Commerce (B.Com.), Commerce, Computer Applications