Real Estate Asset Management Analyst: Portfolio Analysis

SitusAMC; New York (NY); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

PTO and paid holidays

Medical, dental, vision insurance

401K plan

Job summary

A financial services firm in New York is seeking a candidate to support their CRE Asset Management team. The role involves assisting with portfolio management tasks, analyzing financial statements, and conducting detailed due diligence. Ideal candidates should possess a degree in finance and have 1-2 years of experience in wealth management or financial services. The position offers a base salary of $100,000 - $115,000, along with various benefits including medical and 401K plans.

Qualifications

• Minimum of 1-2 years' experience in Wealth Management or Financial Services organization.
• Experience working with a Bank's High Net Worth client base / Financial Advisor network a plus.

Responsibilities

• Assist with portfolio management tasks and escalation when necessary.
• Analyze financial statements and collateral valuations.
• Prepare high quality loan analysis for presentation.
• Perform detailed due diligence including market research.
• Maintain accurate loan files and tracking systems.

Skills

Analytical skills

Decision-making skills

Verbal communication

Written communication

Organizational skills

Client service dedication

Teamwork

Multi-tasking

Education

Degree in Finance or closely related areas

Job description

A financial services firm in New York is seeking a candidate to support their CRE Asset Management team. The role involves assisting with portfolio management tasks, analyzing financial statements, and conducting detailed due diligence. Ideal candidates should possess a degree in finance and have 1-2 years of experience in wealth management or financial services. The position offers a base salary of $100,000 - $115,000, along with various benefits including medical and 401K plans.