Analyst, Asset Management

Orix Corporation USA; Dallas (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work model

Competitive benefits

Generous leave options

Job summary

ORIX USA is seeking an Analyst for the Real Estate Investment Strategies group to support asset managers in compliance, analysis, and reporting on loan portfolios across multifamily, healthcare, and commercial properties.

The role involves reviewing financial statements, preparing management reporting, and coordinating with counsel on post-closing documents. Strong analytical skills and real estate knowledge are required.

Qualifications

• Bachelor of Science in Real Estate, Finance, or related field required.
• Minimum one-year commercial real estate experience preferred with Institutional Lender/REIT/PE firm.
• Advanced proficiency in Microsoft Office suite and financial analysis principles.

Responsibilities

• Monitor borrower compliance with loan requirements and post-closing obligations.
• Analyze operating statements, rent rolls, and calculate metrics like DSCR and NOI/NCF.
• Prepare payoff quotes and reserve fund disbursements per loan terms.
• Coordinate post-closing documents with counsel and inspect collateral nationwide.
• Assist in senior management reporting and project duties as requested.

Skills

Financial analysis

Credit risk analysis

MS Office

Analytical thinking

Education

Bachelor of Science in Real Estate, Finance, or related field

Tools

Microsoft Excel

MS Office

Job description

Purpose and Job Summary

Under the direction and supervision of the Senior Director of Asset Management, the Analyst supports the Asset Management team within ORIX USA’s Real Estate Investment Strategies (REIS) Group. The group manages bridge loan positions collateralized by commercial, income producing properties and requires knowledge of multiple asset classes—including multifamily, senior housing and healthcare, commercial, and manufactured housing. The role is primarily performed from the Lender or Servicer perspective—assisting asset managers in ensuring compliance with financial, contractual, and legal requirements, processing borrower requests, and analyzing and reporting on credit risk. The employee may also conduct site inspections.

Essential Duties & Responsibilities

Monitor Borrower compliance with loan requirements, including timely submission of financial statements and fulfillment of post-closing obligations. Analyze operating statements, rent rolls, and other information to determine EGI, NOI/NCF, DSCR, DY, physical and economic vacancy, and other relevant performance metrics and report results accurately and on time. Assist with Borrower inquiries on all servicing matters. Coordinate preparation of post-closing legal documents with internal and external Counsel and review the same. Prepare payoff quotes in accordance with established terms within the loan documents. Prepare disbursements of reserve funds. Assist in preparation of senior management reporting. Prepare settlement statements for loan modifications. Inspect physical collateral and review third-party inspections of physical collateral including properties located nationwide. Monitor loan covenants. Conduct monthly monitoring of payment delinquencies. Prepare requests for system updates. Participate in department, division, and company projects and duties as requested. Possess and apply knowledge of the REIS Group’s policies and procedures. Perform other projects and duties as assigned.

Education, Skills & Experience

Bachelor of Science degree in Real Estate, Finance, Business Administration, or related field required. Minimum one-year commercial real estate experience is required, preferably with an Institutional Lender, REIT or PE Firm. Advanced proficiency in Microsoft Office suite. Knowledge of commercial/multifamily mortgage lending and commercial real estate finance. Knowledge of financial analysis and basic accounting principles required. Must demonstrate critical thinking and be highly analytical to effectively diagnose problems and identify appropriate solutions. An excellent customer service attitude demonstrated by an ability to produce high quality deliverables, in an accurate and timely manner, to internal and external stakeholders. Possess excellent organizational skills in order to meet deadlines and achieve goals. Flexibility and ability to work under pressure and adjust priorities, as needed.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with an 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

The diverse financial services markets we serve -- and caliber of work we deliver -- enables us to offer a variety of exciting career paths and mobility to meet your personal and professional goals.

Learn more about ORIX USA at www.orix.com. We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance. You Time We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more. Family Care Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way. Flexible Work Arrangements ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX is a high-energy, rapidly growing company that rewards creativity, talent and a strong desire to succeed. The diverse financial services markets we serve -- and caliber of work we deliver -- enables us to offer a variety of exciting career paths and mobility to meet your personal and professional goals. Learn more about ORIX USA at www.orix.com.