Senior Real Estate Portfolio Analyst

Job Description

Get to Know the Opportunity

The Senior Real Estate Portfolio Analyst’s primary role is providing asset management and analytical support related to the existing high yield commercial mortgage loan portfolio. This includes bridge loans and subordinate debt which typically include a value-add strategy to be monitored and supported. The key responsibilities include monitoring and communicating property operating performance, tracking key performance indicators, performing market research and analysis, and negotiating strategic concerns at the property, loan, and platform level.

The Contributions You'll Make

• Perform in-depth financial analysis of existing high yielding commercial mortgage loan portfolio on quarterly/annual basis for overall performance.

• Oversee property and manage loan strategy; including travel to properties and markets to identify existing and future risks and opportunities.

• Assist with borrower negotiations, workouts, and REO equity strategies. 

• Assist with underwriting and analysis of portfolio and provide actionable recommendations. 

• Monitor quarterly financials to identify strengths, weaknesses, opportunities, and threats.

• Review and approval of borrowers’ annual property operating budgets.

• Develop efficient working relationships throughout the Real Estate Finance Group to identify strategic opportunities for improvement.

• Promote a positive attitude and working environment among fellow employees.

Minimum Knowledge &Qualifications

• Bachelor's Degree in Real Estate or Finance or similar degree with relevant experience.

• Minimum 1-3 years of commercial real estate and analytical experience required.

• Ability to understand complex loan documents and develop effective strategies.

• Excellent communication, organization, and interpersonal skills.

• Superior analytical/problem solving/decision making skills.

• Proficiency in Excel and Microsoft suite of products.

• Knowledge of analytical and market research tools a plus (Rockport, CoStar, REIS, Argus etc.).