Asset Management Role - Loan Management Team - Real Estate

BUSINESS UNIT OVERVIEW

Loan Management team is a business unit within the Global Markets division, primarily supporting the Mortgage Loan Trading and Investment Banking groups. The team is a multi-faceted diligence and asset management platform specializing in whole loan acquisition, sales, securitizations, and financing opportunities in the US, EMEA and APAC. The Loan Management team has product expertise across mortgages, consumer loans, real estate and warehouse financing.

The successful candidate will provide support to the Loan Asset Management team throughout the life of a commercial real estate asset in areas such as property performance monitoring, reporting, market research and modeling. The successful candidate will be expected to offer an analytical approach to improve processes and provide useful reporting and insights while managing their time between a high volume of time-sensitive projects.

RESPONSIBILITIES:

- Review and summarize key metrics from client-provided asset summary reports for use in initial deal screening process

- Organize/map property operating statements for use in valuation, performance reporting and covenant tracking

- Review construction draw requests for completeness and tracking to proposed construction budget

- Track reporting such as rent rolls, leases, financial statements and update key data points into firm systems/models

- Monitor asset and portfolio performance triggers, asset eligibility and concentration limits

- Calculate, analyze, and monitor financial covenants to ensure compliance with legal documents

- Research key 3rd-party market-level performance data (occupancy, rents, new supply, construction trends, etc.) for specific CRE assets in the portfolio.

Skills / Experience:

- Strong academic background - in finance, business, math, or accounting degree

- Strong communication skills (clear, concise, and confident) with the ability to manage internal and external relationships

- Experience working with large sets of data a plus

- Commercial focus and interest in financial and Real Estate markets

- Team player

- Strong project and time management skills

- Proficient in Microsoft Excel

- Able to work under tight time constraints

- Able to manage, organize and improve current processes

- Experience with Tableau and SSRS or other report automation software a plus

- Commercial Real Estate asset management and ARGUS experience a plus