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Job: Commercial Real Estate Portfolio Analyst – Asset Management

Title Commercial Real Estate Portfolio Analyst – Asset Management
Categories Asset Management, Commercial Real Estate, Portfolio Analysis
Location Stamford, CT
Job Information

Our global Asset Management client is seeking to recruit a Portfolio Analyst to support the commercial real estate lending investment team with portfolio performance and data analysis, financial due diligence, risk analysis and portfolio reporting initiatives.

Responsibilities:

  • Provide direct support to the commercial real estate investment team with critical data analysis, financial analysis, risk management and reporting initiatives
  • Serve as the key point person for the annual portfolio review process
  • Work directly with Portfolio Managers and Research Analysts to understand data and reporting needs and execute special and ad hoc projects accordingly
  • Analyze and manage portfolio risk associated with commercial real estate loan origination objectives
  • Manage key relationships with external mortgage banking and loan servicing partners
  • Analyze complex portfolio data and financial metrics and produce detailed reports for senior management
  • Own key aspects of the portfolio reporting and loan analysis process
  • Liaise with non-commercial real estate investment teams and senior business management on analysis and reporting objectives that overlap with the commercial real estate portfolio investment initiatives

Requirements:

  • Bachelor’s Degree
  • 3+ years’ experience in commercial real estate portfolio analysis, loan underwriting or loan servicing
  • Fundamental knowledge of data analysis, financial analysis and portfolio reporting
  • Advanced Excel skills (Macros, Pivot Tables, VBA, etc.)
  • Excellent communication and interpersonal skills
  • Highly motivated and detail oriented with demonstrated ability to interact with all internal and external stakeholders and senior business management
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