Role Overview
An established investment management firm is seeking an Analyst to support Debt Portfolio Management team, including underwriting, and portfolio oversight for a large, diversified commercial real estate loan portfolio. The portfolio includes loans across multifamily, retail, office, and industrial assets
Please read the following job description thoroughly to ensure you are the right fit for this role before applying.
Key Responsibilities
- Monitor loan performance, including covenants, funding activity, borrower requests (repayments, modifications, extensions, assumptions, collateral changes), and cash management processes
- Track tax and insurance escrows, property-level business plans, and coordinate with third-party servicers
- Support risk assessments of new investments, including review of cash flows, collateral valuations, market data, sponsorship, insurance coverage, and compliance metrics
- Assist with investor reporting
- Prepare materials for internal investment committees related to existing loans, including approvals, funding requests, and watchlist assets
- Review third-party reports such as appraisals, property condition reports, environmental studies, and insurance documentation
- Develop and maintain financial models using Excel and ARGUS
- Support efforts to improve processes through technology and automation initiatives
Qualifications
- Bachelor’s degree in Finance, Real Estate, Economics, or a related fi
- 1–3 years of experience in commercial real estate, lending, structured finance, or a related fi
- Exposure to CMBS, CLOs, or balance sheet lending is a plus
- Advanced proficiency in Microsoft Excel
- Experience with ARGUS is preferred
Debt Portfolio Management in new york at Unknown Company
This position is listed as full time and onsite.