Investor Reporting Analyst - ACORE Capital Mortgage

October 18, 2017
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ACORE Capital Mortgage

Larkspur, California 94939

ACORE Capital

ACORE Capital is an independent commercial real estate finance company. We originate, acquire and manage first mortgage loans, B-notes, mezzanine debt and preferred equity throughout the U.S.

Our management team brings deep industry relationships, unparalleled real estate debt investment experience and access to broad-based deal flow. The team is led by commercial real estate finance veterans Boyd Fellows, Stew Ward, Chris Tokarski and Warren de Haan, who built and ran the commercial real estate lending activities at Starwood Property Trust, Countrywide Financial Corporation and Nomura Securities International Inc. During their 20-year partnership, this team has closed more than 4,000 commercial real estate loans totaling more than $40 billion.

Investor Reporting Analyst Position

ACORE Capital is a rapidly growing Investment Advisor that has an opening for an investor reporting analyst.  This position will help build out an investor reporting department to provide reporting to management, investors and other 3rd parties.   We are looking for an individual that is motivated by the opportunity to build and implement a standardized reporting process for a rapidly growing commercial loan/debt fund platform. 


  • Preparation of Investor Reporting Reports for clients. 

  • Prepare weekly pipeline reports and analysis processes to ensure accuracy.

  • Prepare Projected Statistics Banker Pipeline Statistics. 

  • Prepare create charts/analysis reports of portfolio concentrations.

  • Create and build dashboards with assistance of the IT team.

  • Interface with accounting, loan originators, underwriters, and asset managers.

  • Interface with investors, management and 3rd parties.

  • High-light inconsistencies in database and communicate to business teams for resolution. 

  • Interface and support the asset management group with regular reporting.

  • Assist with preparation of offering materials as well as other adhoc data/reporting efforts.

  • Help identify processes/methods to improve information collection, analysis and statistical reporting through-out platform. 


  • BA/BS Degree in finance, economics, accounting or related field.

  • Good computer skills/experience/understanding of databases. 

  • Strong analytical skills and attention to detail.

  • Strong MS Office, specifically excel skills, required.

  • SQL skills would be a plus. 

  • Good Communication skills. 

  • Prior work experience as an analyst.