Overseas Analyst Asset Management

iSupport Worldwide; Pasig; On-site; PHP 600,000 - 1,000,000; Full time

Benefits offered by this job

Free lunch and snacks

Onsite gym

Weekly fitness activity

Upskilling academy

Modern facilities

Job summary

iSupport Worldwide in Manila is hiring a Real Estate Finance Analyst to support loan onboarding, borrower reporting, draw reviews, reserve tracking, covenant compliance, construction reporting, and property performance.

You'll rely on strong Excel, English communication, and the use of AI tools to streamline processes, maintain accuracy, and deliver timely portfolio reporting.

Qualifications

• 2-5 years of experience in commercial real estate debt or asset management.
• Proficient English speaking and writing.
• Strong intermediate Excel financial modelling ability.
• Excellent process discipline and follow-up habits.
• Comfortable using AI tools as part of daily work, validated against source documents.

Responsibilities

• New Loan Onboarding: Confirm document completeness and prepare the contact list.
• Borrower Reporting and Monthly Monitoring: Track reporting packages and chase missing items.
• Draw Review and Budget Tracking: Review disbursement requests and update trackers after approval.
• Reserve Tracking: Validate balances and maintain reserve schedule.
• Covenant and Guarantor Compliance: Validate guarantor statements and prepare summaries.
• Construction Reporting and Milestones: Confirm reports and update milestone tracker.
• Property Performance (Leasing and Sales): Maintain performance trackers and monthly reports.

Skills

English proficiency

Excel modelling

Attention to detail

Process discipline

AI tools confidence

Tools

Excel

Job description

• New Loan Onboarding: Confirm document completeness; prepare a list of future recurring tasks; prepare the welcome letter; maintain the contact list
• Borrower Reporting and Monthly Monitoring: Track receipt of Borrower reporting packages; chase missing items; maintain a reporting log; summarize exceptions
• Draw Review and Budget Tracking: Review construction, tax, insurance, and FF&E disbursement requests; reconcile data and invoice backup where AI flagged issues; update the draw and budget tracker after approval; review exceptions and issues with TCGRE deal team members; maintain approval evidence
• Reserve Tracking: Validate Reserve (tax, insurance, FF&E) balances and assumptions; maintain a reserve schedule; elevate any potential future issues with TCGRE deal team members
• Covenant and Guarantor Compliance: Collect and validate Guarantor financial statements against loan covenants; maintain covenant history; prepare the quarterly guarantor financial summary
• Construction Reporting and Milestones: Confirm receipt of construction consultant reports for all construction deals; update the milestone tracker; coordinate missing information
• Property Performance (Leasing and Sales): Maintain a property performance tracker; prepare monthly recurring sales and leasing reports; review settlement statements related to individual condo closings

Key Responsibilities

• New Loan Onboarding: Confirm document completeness; prepare a list of future recurring tasks; prepare the welcome letter; maintain the contact list
• Borrower Reporting and Monthly Monitoring: Track receipt of Borrower reporting packages; chase missing items; maintain a reporting log; summarize exceptions
• Draw Review and Budget Tracking: Review construction, tax, insurance, and FF&E disbursement requests; reconcile data and invoice backup where AI flagged issues; update the draw and budget tracker after approval; review exceptions and issues with TCGRE deal team members; maintain approval evidence
• Reserve Tracking: Validate Reserve (tax, insurance, FF&E) balances and assumptions; maintain a reserve schedule; elevate any potential future issues with TCGRE deal team members
• Covenant and Guarantor Compliance: Collect and validate Guarantor financial statements against loan covenants; maintain covenant history; prepare the quarterly guarantor financial summary
• Construction Reporting and Milestones: Confirm receipt of construction consultant reports for all construction deals; update the milestone tracker; coordinate missing information
• Property Performance (Leasing and Sales): Maintain a property performance tracker; prepare monthly recurring sales and leasing reports; review settlement statements related to individual condo closings
• Quarterly Portfolio Reporting: Update TCGRE Excel asset management models; produce Quarterly Portfolio Management Report

Requirements

• 2-5 years of experience in commercial real estate, in particular real estate debt and/or asset management
• Proficient English speaking and writing
• Strong Intermediate Excel financial model literacy
• Excellent process discipline and follow-up habits
• Comfortable using AI tools as a standard part of daily work, while validating outputs against source documents

Benefits

• Free lunch meal, fruits, snacks, and drinks
• Onsite gym with a free professional instructor
• Weekly fitness activity and an annual fitness challenge where you can win up to 70,000 PHP
• Weekly engagement activities with prizes that are up to 3,000 PHP
• Free upskilling academy to improve your performance and skillset
• State-of-the-art facilities from toilets to your workstation
• Amenities such as sleeping quarters, game area, chat room, shower room