Debt Portfolio Management

Anonymous; New York (NY); Sur place; USD 70 000 - 95 000; Plein temps

Résumé du poste

Anonymous, a leading investment management firm in New York, is seeking an Analyst to support the Debt Portfolio Management team. The role covers underwriting and oversight for a diversified commercial real estate loan portfolio across multifamily, retail, office and industrial assets.

The analyst will build and maintain financial models in Excel and ARGUS, monitor loan performance, and assist with investor reporting.

Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, or a related field.
• 1–3 years of experience in commercial real estate, lending, structured finance, or related field.

Responsabilités

• Monitor loan performance, including covenants, funding activity, borrower requests, and cash management processes.
• Track tax and insurance escrows, property-level business plans, and coordinate with third-party servicers.
• Support risk assessments of new investments, including cash flows, collateral valuations, market data, sponsorship, insurance coverage, and compliance metrics.
• Assist with investor reporting.
• Prepare materials for internal investment committees related to existing loans, including approvals, funding requests, and watchlist assets.
• Review third-party reports such as appraisals, property condition reports, environmental studies, and insurance documentation.
• Develop and maintain financial models using Excel and ARGUS.
• Support efforts to improve processes through technology and automation initiatives.

Connaissances

Financial analysis

Portfolio monitoring

Investment analysis

Formation

Bachelor’s degree in Finance, Real Estate, Economics, or related field

Outils

Excel

ARGUS

Description du poste

An established investment management firm is seeking an Analyst to support Debt Portfolio Management team, including underwriting, and portfolio oversight for a large, diversified commercial real estate loan portfolio. The portfolio includes loans across multifamily, retail, office, and industrial assets

Key Responsibilities

• Monitor loan performance, including covenants, funding activity, borrower requests (repayments, modifications, extensions, assumptions, collateral changes), and cash management processes
• Track tax and insurance escrows, property-level business plans, and coordinate with third-party servicers
• Support risk assessments of new investments, including review of cash flows, collateral valuations, market data, sponsorship, insurance coverage, and compliance metrics
• Assist with investor reporting
• Prepare materials for internal investment committees related to existing loans, including approvals, funding requests, and watchlist assets
• Review third-party reports such as appraisals, property condition reports, environmental studies, and insurance documentation
• Develop and maintain financial models using Excel and ARGUS
• Support efforts to improve processes through technology and automation initiatives

Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, or a related fi
• 1–3 years of experience in commercial real estate, lending, structured finance, or a related fi
• Exposure to CMBS, CLOs, or balance sheet lending is a plus