Analyst, Asset Management

Jobtailor; Colorado; On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor in the United States is seeking an Asset Management Analyst to support a portfolio of debt investments including senior loans, mezzanine loans, and structured credit. You will review financial statements, rent rolls, budgets, and business plans to assess performance and identify risks.

The role emphasizes financial modeling, monitoring covenants, preparing investment memoranda, and collaborating with borrowers, lenders, and consultants.

Qualifications

• Bachelor's degree in Finance, Real Estate, Accounting, Economics, or related field.
• 1–3 years of experience in asset management or related financial sectors.
• Strong analytical and financial modeling skills.
• Understanding of CRE finance, credit analysis, loan documentation, and debt structures.
• Excellent communication and interpersonal abilities.
• Ability to independently develop solutions to complex portfolio challenges.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Willingness to learn AI tools and apply them to portfolio monitoring.

Responsibilities

• Support ongoing asset management of a diverse debt portfolio.
• Review borrower statements, budgets, and business plans to assess performance.
• Monitor loan covenants, maturities, extensions, and servicing requirements.
• Conduct quarterly portfolio reviews and performance analyses.
• Prepare asset management reports for management, clients, and committees.
• Develop financial models for cash flow, repayment scenarios, and risk.
• Analyze market conditions and property-level performance trends.
• Underwrite borrower requests including amendments and restructurings.
• Coordinate with borrowers, lenders, managers, servicers, and legal counsel.
• Lead AI-driven process improvements for monitoring and reporting.
• Prepare investment memoranda and presentations supporting strategy.
• Track portfolio data across systems and assist with valuations and stress testing.
• Identify risks and inefficiencies and propose practical solutions.

Skills

Financial Modeling

Asset Management

Commercial Real Estate Finance

Analytical Skills

Microsoft Excel

PowerPoint

AI Tools

Communication Skills

Education

Bachelor's degree in Finance/Real Estate/Accounting/Economics/Business Administration

Tools

Excel

PowerPoint

AI Tools

Reporting Platforms

Job description

• 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

Requirements

• 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 PowerPoint
• 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

Core Competencies

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.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

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

Soft Skills

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

Industry Keywords

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

Tools & Technologies

• Microsoft Office
• Excel
• PowerPoint
• AI Tools
• Reporting Platforms