Analyst, Asset Management

• Support ongoing asset management of a portfolio of debt investments, including senior loans, mezzanine loans, preferred equity, and structured credit investments
• Review borrower operating statements, financial reports, rent rolls, budgets, and business plans to assess performance
• Monitor loan covenants, reporting requirements, critical milestones, maturities, extension options, reserve balances, and servicing requirements
• Conduct quarterly portfolio reviews and prepare investment performance analyses
• Prepare asset management reports for internal management, clients, and investment committees
• Develop and maintain financial models for cash flow performance, loan repayment scenarios, refinancing risk, and expected returns
• Analyze market conditions, interest rate movements, and property-level performance trends
• Review and underwrite borrower requests, including consents, modifications, extensions, assumptions, and restructurings
• Coordinate with borrowers, lenders, property managers, servicers, legal counsel, and third-party consultants
• Lead AI-driven process improvement projects involving portfolio monitoring and reporting automation
• Prepare investment memoranda and presentations supporting portfolio strategy and investment committee decisions
• Track portfolio data across asset management and reporting platforms
• Assist with portfolio valuations, stress testing, risk management analyses, and special projects
• Identify portfolio risks and operational inefficiencies and recommend practical solutions

• Bachelor's Degree in Finance, Real Estate, Accounting, Economics, Business Administration, or a related field
• Minimum of 1-3 years of experience in asset management, commercial real estate finance, lending, private credit, investment management, or a related field
• Strong analytical and financial modeling skills
• Understanding of commercial real estate finance, credit analysis, loan documentation, and debt structures
• Excellent communication and interpersonal skills
• Ability to independently develop solutions to complex portfolio and investment challenges
• High attention to accuracy and ability to review own work
• Strong organizational and multitasking ability
• Ability to work independently and in a team environment
• Strong proficiency in Microsoft Office, particularly Excel and Power Point
• Working knowledge of AI tools and demonstrated interest in applying them professionally
• Openness to continuous learning in a rapidly evolving technology environment
• Willingness to evaluate, pilot, and champion new AI tools
• Must be authorized to work in the United States without visa sponsorship

Demonstrates strong analytical and financial modeling skills to support asset management of debt investments, including senior loans and structured credit. Proficient in evaluating portfolio performance and implementing AI-driven process improvements for enhanced reporting and monitoring.

• Financial Modeling
• Asset Management
• Commercial Real Estate Finance
• Analytical Skills
• Microsoft Excel

• Financial Modeling
• Credit Analysis
• Loan Documentation
• Debt Structures
• Portfolio Valuations
• Risk Management
• Performance Analysis
• Market Analysis
• Stress Testing
• Data Tracking

• Communication Skills
• Interpersonal Skills
• Organizational Ability
• Multitasking Ability
• Problem-Solving

• Asset Management
• Commercial Real Estate
• Private Credit
• Investment Management
• Debt Investments

• Microsoft Office
• Excel
• Power Point
• AI Tools
• Reporting Platforms