Agency Asset Analyst

CBRE Group, Inc.; Houston, Northern (TX, KY); Hybrid; USD 70,000 - 110,000; Full time

Job summary

CBRE Group, Inc. seeks a portfolio analyst to perform general support, financial analysis of multifamily properties and loans, and risk management activities within asset management for multifamily agency loans.

The role involves monitoring loan portfolios, researching market performance, tracking loan events, and producing monthly/quarterly reports, with inspections as required.

Responsibilities

• Monitor a portfolio of loans; perform quarterly financial statement analysis and review of 3rd party inspections.
• Track market and submarket performance and forecasts for assigned cities; research macroeconomic issues in territories.
• Track major loan events such as interest-only expirations, hedge expirations, loan maturities; analyze impacts on performance.
• Provide customer service support to loan producers and clients; coordinate with loan servicing company to meet needs.
• Prepare portfolio monthly and quarterly reports.
• Perform Fannie and Freddie mandated inspections of assigned properties as required.

Job description

20% Travel Required

About the role

Responsible for performing general support functions, moderate research and financial analysis of multifamily properties, loans and portfolios for Portfolio Managers within the asset and risk management of multifamily agency loans.

What you’ll do

• Responsible for monitoring a portfolio of loans; perform quarterly financial statement analysis and review of 3rd party inspections.
• Track market and submarket performance and forecasts for assigned cities. Conducts research for territory markets not covered by main industry research firms; identifies and analyzes macroeconomic issues in assigned markets.
• Tracks major loan events such as interest-only expiration, hedge expirations, loan maturity; analyze potential impacts on performance.
• Provide customer service support to assigned loan producers and clients. Work with loan servicing company to meet client needs and requests.
• Prepare various portfolio monthly and quarterly reports.
• Perform Fannie and Freddie mandated inspections of assigned properties as required.