Description
Job Purpose
The Senior Real Estate Portfolio Analyst’s primary responsibility is providing asset management, financial and analytical support related to the existing high yielding commercial mortgage loan portfolio. This includes bridge loans and subordinate debt to evaluate portfolio performance. You key responsibilities involve monitoring property operating performance, tracking key performance indicators, perform market research and analysis, preparing monthly reports, and active support of the Portfolio Analytics Team.
Key Responsibilities
- Perform in-depth financial analysis of existing high yielding commercial mortgage loan portfolio on quarterly/annual basis for overall performance.
- Monitor existing portfolio; involves review and market underwriting to monitor existing and/or future risks.
- Monitor quarterly financials for trigger events pursuant to the loan documents.
- Assist with underwriting and analysis of portfolio maintenance requests and provide actionable recommendations.
- Provide valuation analysis, review and approval of borrowers’ annual property operating budgets.
- Support efforts of Real Estate Finance Group (i.e. annual loan reviews, underwriting and analysis of production deals and problem loans, etc.)
- Promote a positive attitude and working environment among fellow employees.
- Follow company and departmental policies and procedures.
- Develop efficient working relationships.
- Other duties as assigned by department management.
Qualifications
- Bachelor's Degree in Real Estate or Finance with a focus in Real Estate.
- Minimum 3 to 5 years of commercial real estate and analytical experience required.
- Excellent communication, organization and interpersonal skills.
- Strong analytical skills.
- Superior problem solving/decision making skills.
- Experience reading complex loan documents.
- Proficiency in Excel and Word.
- Knowledge of analytical and market research tools a plus (Rockport, CoStar, REIS, Argus etc.).
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