Senior Portfolio Analyst

Jobtailor; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Job summary

Jobtailor in Chicago is seeking a Senior Financial Analyst to maintain the mortgage portfolio's financial performance and provide cash flow projections and GAAP reporting.

You'll analyze performance, support underwriting oversight, and prepare monthly/quarterly portfolio data, presenting results to senior management with strong Excel/ARGUS proficiency.

Qualifications

• Bachelor's degree in Finance, Economics, or a related field.
• 3 to 5 years of experience in commercial real estate loan underwriting, including financial/credit analysis, DCF, and NPV modeling.
• Intermediate to advanced proficiency in Excel and ARGUS financial modeling.
• Strong analytical, communication, and presentation skills for interaction with internal senior management and external business leaders.
• Must complete a financial modeling exercise.

Responsibilities

• Maintain overall statistics and financial performance analysis for the mortgage portfolio.
• Perform analyses related to financial performance, including cash flow projections, cash flow variance analysis, and comparison with industry peers.
• Assist, coordinate and prepare financial projections for real estate and mortgage portfolio for internal reporting and GAAP filings.
• Assist in oversight and follow-up on underwriting portions of loans to ensure provisions are adhered to.
• Prepare and maintain portfolio data including monthly and quarterly reports.
• Monitor asset reports and submit to SVP for review and approval.

Skills

Financial Performance Analysis

Commercial Real Estate Loan Underwr…

Education

Bachelor's degree in Finance, Economics, or related field

Tools

ARGUS

Excel

Job description

• Maintain overall statistics and financial performance analysis for the mortgage portfolio.
• Perform various analyses related to financial performance to include: cash flow projections, cash flow variance analysis, and analysis of comparative performance with other companies in industry.
• Assist, coordinate and prepare financial projections for real estate and mortgage portfolio as required for internal reporting and external filing for both statutory and GAAP.
• Assist in oversight and follow-up on underwriting portions of loans to ensure all provisions are being adhered to.
• Prepare and maintain portfolio data including monthly reports and quarterly reports.
• Monitor individual asset reports and prepare and submit to SVP for review and approval.

Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• 3 to 5 years of experience in commercial real estate loan underwriting, including financial/credit analysis, discounted cash flow (DCF), and net present value (NPV) modeling
• Intermediate to advanced proficiency in Excel and ARGUS financial modeling.
• Strong analytical, communication, and presentation skills for interaction with internal senior management and external business leaders.
• Must complete a financial modeling exercise.

Core Competencies

Demonstrates expertise in financial performance analysis, including cash flow projections and variance analysis, while ensuring compliance with GAAP and statutory requirements. Proficient in commercial real estate loan underwriting and financial modeling, with strong analytical and communication skills for effective reporting and presentations.

Highest-signal resume keywords

• Financial Performance Analysis
• Commercial Real Estate Loan Underwriting
• Discounted Cash Flow (DCF) Modeling
• ARGUS Financial Modeling
• Excel Proficiency

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Cash Flow Projections
• Variance Analysis
• Net Present Value (NPV) Modeling
• Portfolio Data Management

Soft Skills

• Analytical Skills
• Communication Skills
• Presentation Skills

Industry Keywords

• Mortgage Portfolio
• Real Estate
• GAAP
• Statutory Reporting

Tools & Technologies

• Excel
• ARGUS