Commercial Real Estate Portfolio Management - Associate

SMBC Group; New York (NY); Hybrid; USD 150,000 - 200,000; Full time

Job summary

Join an established global financial group as a Commercial Real Estate Portfolio Management Associate. This role offers the chance to manage moderate complexity transactions, develop a deep understanding of property details, and engage with borrowers. You'll be part of a hybrid work model, providing flexibility while working within a supportive team. The company is committed to fostering a diverse and inclusive environment, ensuring that every employee can thrive and contribute to the organization's success. If you're self-motivated and eager to grow your career in finance, this opportunity is perfect for you.

Qualifications

• 2-3 years of experience in portfolio or credit management preferred.
• Proficiency in Excel and Word is essential.

Responsibilities

• Manage deal transfer processes including documentation and reporting.
• Create performance trackers to monitor financial metrics.

Skills

Excel

Word

Portfolio Management

Credit Management

Financial Analysis

Communication Skills

Multitasking

Relationship Management

Job description

Join to apply for the Commercial Real Estate Portfolio Management - Associate role at SMBC Group.

SMBC Group is a top-tier global financial group headquartered in Tokyo with a 400-year history, offering diverse financial services including banking, leasing, securities, credit cards, and consumer finance. The Group operates in nearly 40 countries with over 130 offices and 80,000 employees worldwide. It is part of Sumitomo Mitsui Financial Group, Inc. (SMFG), one of the three largest banking groups in Japan, with shares traded on the Tokyo, Nagoya, and NYSE stock exchanges.

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru, providing a range of commercial and investment banking services to corporate, institutional, and municipal clients, leveraging its extensive global network.

The anticipated salary range for this role is between $150,000 and $200,000, commensurate with experience and qualifications, and may include an annual discretionary incentive. SMBC offers a competitive benefits package.

Role Description

The Associate will manage a portfolio of moderate complexity commercial real estate transactions under supervision, developing a solid understanding of property details and financing structures, monitoring market dynamics and property performance, engaging with borrowers, and supporting the portfolio's growth and complexity over time.

Role Objectives: Delivery

• Manage deal transfer processes including documentation, reporting, and initial borrower contact.
• Compile deal notebooks summarizing key property and transaction details.
• Create performance trackers to monitor financial metrics and escalate concerns.
• Assist in preparing annual and interim reviews with well-structured analyses and projections.
• Analyze credit impacts of borrower requests, support negotiations, and manage internal credit approvals.
• Respond to inquiries and support special projects as needed.

Qualifications and Skills

• Proficiency in Excel and Word.
• 2-3 years of experience in portfolio or credit management in a lending institution preferred.
• Knowledge of financial analysis and modeling.
• Exposure to key loan documents.
• Strong communication, multitasking, and relationship skills.
• Self-motivated and capable of interacting with external parties.

Additional Requirements

Hybrid work model; candidates should reside within a reasonable commute. Reasonable accommodations are available for applicants with disabilities.

Job Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Banking, Financial Services, IT Services and Consulting