Debt Portfolio Management
Anonymous · New York, NY
Apply & track with Apply EdgeRole OverviewAn established investment management firm is seeking an Analyst to support Debt Portfolio Management team, including underwriting, and portfolio oversight for a large, diversified commercial real estate loan portfolio. The portfolio includes loans across multifamily, retail, office, and industrial assetsKey ResponsibilitiesMonitor loan performance, including covenants, funding activity, borrower requests (repayments, modifications, extensions, assumptions, collateral changes), and cash management processesTrack tax and insurance escrows, property-level business plans, and coordinate with third-party servicersSupport risk assessments of new investments, including review of cash flows, collateral valuations, market data, sponsorship, insurance coverage, and compliance metricsAssist with investor reportingPrepare materials for internal investment committees related to existing loans, including approvals, funding requests, and watchlist assetsReview third-party reports such as appraisals, property condition reports, environmental studies, and insurance documentationDevelop and maintain financial models using Excel and ARGUSSupport efforts to improve processes through technology and automation initiativesQualificationsBachelor’s degree in Finance, Real Estate, Economics, or a related fi1–3 years of experience in commercial real estate, lending, structured finance, or a related fiExposure to CMBS, CLOs, or balance sheet lending is a plusAdvanced proficiency in Microsoft ExcelExperience with ARGUS is preferred