Senior Real Estate Portfolio Analyst

Job Description

Get to Know the Opportunity

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. Your key responsibilities involve monitoring property operating performance, tracking key performance indicators, performing market research and analysis, and developing strategies to drive portfolio and asset level performance.

The Contributions You Will Make

• 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.

Minimum Knowledge and Experience

• 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 people 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.).