Associate - Debt Portfolio Management

Job Description

• Bachelors degree in Finance, Business, Economics, or Mathematics preferred.
• Minimum of 2 years’ work experience or internships with a real estate firm, financial institution, or commercial mortgage banking firm a plus.
• Preferred experience in financial modeling.
• Having fluency in and the ability to create and maintain complicated Excel models and reports is essential.
• Advanced knowledge of Excel, Microsoft Word, and PowerPoint required. Proficiency in ARGUS, SQL, or database management systems a plus.

• Familiarity with real estate investment concepts including return on investment, return on equity, debt coverage ratio, direct capitalization, discounted cash flow analysis, and mortgage constant.
• Familiarity with commercial property valuation methodologies and income and expense statements, including trends and budgets.
• Familiarity with database concepts, analytics, and applications to real estate portfolios.
• Possesses strong written and verbal communication skills, with the ability to synthesize information clearly and concisely.
• Possesses the ability to multitask while producing quick, accurate work product and to take guidance without literal direction.
• Translates non-linear information into quantitative models which can yield clear conclusions.

• Works with asset management, loan servicing and finance & accounting teams to ensure accuracy and integrity of quantitative and qualitative data used for performance reporting, budgets and projections.
• Analyzes financial, operating, and valuation information to evaluate the results of the Company’s debt investments and funds.
• Manages and maintains databases, spreadsheets, and other information systems to ensure the Company can provide real-time portfolio information to various users.
• Supports fund and portfolio managers in monitoring and analyzing portfolio liquidity, capital needs, diversification, cash flows, and asset- and fund-level performance.
• Prepares real estate property and portfolio reports and presentations to various audiences, including senior management and Company investors. Analyzes and reports on portfolio construction, diversification, and compares to market trends.
• Assists investor relations through providing portfolio and market insights to prospective and current investors.
• Prepares comprehensive valuation models which detail current positions and forecast the performance of portfolios.
• Reviews quarterly internal valuations, related assumptions, and third-party external valuations in conjunction with asset management team and external service providers.
• Conducts real estate investment sensitivity analyses by reviewing cash flow, forecasting, and valuation reports for different portfolios.
• Supports the Company’s ESG initiatives, tracking and understanding our portfolio-related ESG impacts and ensuring the firm’s commitment to our policy.
• Possesses the capability to take on ad hoc responsibilities as assigned.