Risk Advisor, Asset Management

Jobtailor; Plano (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor is seeking a senior professional to serve as a trusted advisor and portfolio manager for a multifamily portfolio, focusing on REO assets, strategic direction, and risk management. The role emphasizes improving reporting, analytics, and cross-functional collaboration across Asset Management, Risk, Underwriting, and Finance teams.

Ideal candidates will bring 6+ years of multifamily/CRE experience, strong Excel and reporting skills, and the ability to influence senior leadership while

Qualifications

• 6+ years of experience in multifamily lending, commercial real estate, asset management, portfolio management, risk management, financial analysis, loan servicing, or related financial services
• Experience with distressed multifamily real estate, workouts, foreclosures, REO, or related issues
• Curiosity and adaptability in learning and responsibly applying emerging technologies, including artificial intelligence
• Bachelor’s degree or equivalent experience
• Experience managing or advising on multifamily or commercial real estate portfolios
• Strong knowledge of multifamily finance, commercial real estate lending, asset management, portfolio strategy, and risk management principles
• Experience evaluating portfolio performance, identifying emerging risks, and recommending strategic solutions
• Knowledge of governance frameworks, internal controls, and regulatory requirements in a highly regulated financial services environment
• Experience with enterprise systems, reporting platforms, and advanced Microsoft Excel
• Strong analytical, critical-thinking, and problem-solving skills
• Excellent written and verbal communication skills
• Ability to influence stakeholders and present recommendations to senior leadership
• Approximately 20% travel for property inspections and customer meetings

Responsibilities

• Serve as a trusted advisor and portfolio manager across an assigned multifamily portfolio
• Manage a portfolio of REO assets and advise on each asset’s management and strategic direction
• Execute best practices for multifamily asset portfolio administration, operational execution, and strategic planning
• Recommend improvements to portfolio performance, operational effectiveness, and risk management
• Review financial trends, operational metrics, market conditions, and portfolio performance to identify opportunities and emerging risks
• Recommend enhancements to portfolio reporting and provide actionable insights to leadership and stakeholders
• Evaluate and manage asset risk profiles
• Review governance practices, internal controls, and portfolio management processes for policy and regulatory compliance
• Improve end-to-end business processes, reporting capabilities, and enterprise system utilization
• Develop and communicate analyses, reports, dashboards, and presentations
• Partner with Asset Management, Risk, Underwriting, Servicing, Legal, Finance, and Operations teams
• Serve as a subject matter expert and contribute to organizational knowledge sharing
• Support strategic initiatives, process improvement, and change management activities
• Mentor junior team members through coaching and collaboration on asset management and portfolio analysis
• Conduct property inspections and customer meetings requiring approximately 20% travel

Skills

Analytical skills

Critical thinking

Problem-solving

Communication skills

Stakeholder influence

Education

Bachelor's degree or equivalent experience

Tools

Enterprise Systems

Reporting Tools

Dashboards

Presentation Software

Advanced Microsoft Excel

Job description

• Serve as a trusted advisor and portfolio manager across an assigned multifamily portfolio


• Manage a portfolio of REO assets and advise on each asset’s management and strategic direction


• Execute best practices for multifamily asset portfolio administration, operational execution, and strategic planning


• Recommend improvements to portfolio performance, operational effectiveness, and risk management


• Review financial trends, operational metrics, market conditions, and portfolio performance to identify opportunities and emerging risks


• Recommend enhancements to portfolio reporting and provide actionable insights to leadership and stakeholders


• Evaluate and manage asset risk profiles


• Review governance practices, internal controls, and portfolio management processes for policy and regulatory compliance


• Improve end-to-end business processes, reporting capabilities, and enterprise system utilization


• Develop and communicate analyses, reports, dashboards, and presentations


• Partner with Asset Management, Risk, Underwriting, Servicing, Legal, Finance, and Operations teams


• Serve as a subject matter expert and contribute to organizational knowledge sharing


• Support strategic initiatives, process improvement, and change management activities


• Mentor junior team members through coaching and collaboration on asset management and portfolio analysis


• Conduct property inspections and customer meetings requiring approximately 20% travel

Requirements

• 6+ years of experience in multifamily lending, commercial real estate, asset management, portfolio management, risk management, financial analysis, loan servicing, or related financial services


• Experience with distressed multifamily real estate, workouts, foreclosures, REO, or related issues


• Curiosity and adaptability in learning and responsibly applying emerging technologies, including artificial intelligence


• Bachelor’s degree or equivalent experience


• Experience managing or advising on multifamily or commercial real estate portfolios


• Strong knowledge of multifamily finance, commercial real estate lending, asset management, portfolio strategy, and risk management principles


• Experience evaluating portfolio performance, identifying emerging risks, and recommending strategic solutions


• Knowledge of governance frameworks, internal controls, and regulatory requirements in a highly regulated financial services environment


• Experience with enterprise systems, reporting platforms, and advanced Microsoft Excel


• Strong analytical, critical-thinking, and problem-solving skills


• Excellent written and verbal communication skills


• Ability to influence stakeholders and present recommendations to senior leadership


• Approximately 20% travel for property inspections and customer meetings

Core Competencies

Demonstrates expertise in multifamily asset management, portfolio strategy, and risk management, with a strong focus on financial analysis and operational effectiveness. Capable of leveraging advanced reporting tools and enterprise systems to enhance portfolio performance and compliance.

Highest-signal resume keywords

• Multifamily Asset Management


• Portfolio Management


• Risk Management


• Financial Analysis


• Governance Frameworks

ATS Optimization Keywords

Hard Skills

• Multifamily Finance


• Commercial Real Estate Lending


• Portfolio Strategy


• Operational Execution


• Advanced Microsoft Excel


• Reporting Platforms


• Asset Risk Evaluation


• Regulatory Compliance


• Data Analysis


• Strategic Planning

Soft Skills

• Analytical Skills


• Critical Thinking


• Problem-Solving


• Communication Skills


• Stakeholder Influence

Industry Keywords

• REO Assets


• Distressed Multifamily Real Estate


• Workouts


• Foreclosures


• Financial Services

Tools & Technologies

• Enterprise Systems


• Reporting Tools


• Dashboards


• Presentation Software