Sr. Portfolio Analyst

Ullico; Chicago (IL); On-site; USD 120,000 - 156,500; Full time

Benefits offered by this job

Health/Dental/Vision

Pension

401K

Health Savings Account

Life Insurance

Paid Time Off

Job summary

A leading real estate financing company in Chicago is actively recruiting a Senior Portfolio Analyst to manage a $4.4 billion portfolio. Responsibilities include financial performance analysis, cash flow projections, and maintaining reports. Candidates should have a Bachelor's degree in Finance or Economics, 3-5 years of experience in commercial real estate loan underwriting, and proficiency in Excel and ARGUS. Benefits include health, dental, pension, and 401K.

Qualifications

• 3 to 5 years of experience in commercial real estate loan underwriting and financial/credit analysis.
• Requires intermediate to advanced proficiency in Excel and ARGUS financial modeling.
• Must complete a financial modeling exercise.

Responsibilities

• Maintain statistics and performance analysis for the mortgage portfolio.
• Perform analyses related to cash flow projections and variance analysis.
• Assist in financial projections for reporting.
• Prepare and maintain portfolio data including monthly and quarterly reports.
• Monitor asset reports and ensure compliance with loan provisions.
• Undertake ad hoc projects and assist in presentations.

Skills

Financial modeling

Credit analysis

Communication skills

Analytical skills

Presentation skills

Excel proficiency

ARGUS financial modeling

Education

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

Job description

Ullico, Inc., one of the nation’s largest sources for real estate first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4billion portfolio. Ullico’s Real Estate Investment Group offers construction and permanent debt financing for commercial real estate. This position reports to the Regional Vice President and is located in our Chicago, IL office.

Job Duties:

• Maintain overall statistics and financial performance analysis for the mortgage portfolio. Summarize and analyze reports for mortgage loans to include, but not limited to: analyzing operating statements on properties, obtaining financial background on properties, annual reviews, and project variance reports. Prepare quarterly portfolio statistics detailing geographic and product concentrations. Evaluate and recommend changes to reports to provide efficient and applicable information to management.
• Perform various analyses related to financial performance to include: cash flow projections, cash flow variance analysis, business operations "driver" analysis (critical success factors) 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, as applicable.
• Assist in oversight and follow-up on underwriting portions of loans to ensure all provisions are being adhered to.
• Prepare, secure approval and maintain portfolio data including monthly reports such as the J and W1 Portfolio Valuation, Performance Comparison, Property Income and Expense analysis for House Accounts and quarterly reports such as Appraisal Status, Annual Reviews, Portfolio Characteristics and General Account Valuation.
• Monitor individual asset reports due to VP from Regional Managers such as Construction Status reports, Multi-Family Sales Status reports and Watch List reports. Prepare and submit to SVP for review and approval the same reports, when applicable, for House Accounts.
• Undertake ad hoc project and reports. Assist SVP/VP in the preparation of internal and external presentations.

Minimum 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, 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.

Salary Range: $120,000 - $156,500 (depending on relevant experience, skills, and credentials). This position is eligible to participate in Ullico Inc.’s annual incentive compensation program. An incentive award is contingent upon Ullico meeting financial goals set by the Ullico Board of Directors and your individual performance. The elements of the program, including eligibility, the range of potential incentive compensation, and the factors that determine the payment, will be shared with you after you become employed.

Benefits:

• Health/Dental/Vision
• Pension
• 401K
• Health Savings Account
• Life Insurance
• Paid Time Off

Ullico is an Equal Opportunity Employer. This organization participates in E-Verify.