Debt Portfolio Management

Role Overview

An 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 assets

Key Responsibilities

• Monitor loan performance, including covenants, funding activity, borrower requests (repayments, modifications, extensions, assumptions, collateral changes), and cash management processes


• Track tax and insurance escrows, property-level business plans, and coordinate with third-party servicers


• Support risk assessments of new investments, including review of cash flows, collateral valuations, market data, sponsorship, insurance coverage, and compliance metrics


• Assist with investor reporting


• Prepare materials for internal investment committees related to existing loans, including approvals, funding requests, and watchlist assets


• Review third-party reports such as appraisals, property condition reports, environmental studies, and insurance documentation


• Develop and maintain financial models using Excel and ARGUS


• Support efforts to improve processes through technology and automation initiatives

Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, or a related fi


• 1–3 years of experience in commercial real estate, lending, structured finance, or a related fi


• Exposure to CMBS, CLOs, or balance sheet lending is a plus


• Advanced proficiency in Microsoft Excel


• Experience with ARGUS is preferred