Debt Portfolio Management

Job Description

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

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• Monitor loan performance, including covenants, funding activity, borrower requests (repayments, modifications, extensions, assumptions, collateral changes), and cash management processes
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• Track tax and insurance escrows, property-level business plans, and coordinate with third-party servicers
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• Support risk assessments of new investments, including review of cash flows, collateral valuations, market data, sponsorship, insurance coverage, and compliance metrics
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• Assist with investor reporting
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• Prepare materials for internal investment committees related to existing loans, including approvals, funding requests, and watchlist assets
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• Review third-party reports such as appraisals, property condition reports, environmental studies, and insurance documentation
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• Develop and maintain financial models using Excel and ARGUS
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• Support efforts to improve processes through technology and automation initiatives
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Qualifications

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• Bachelor’s degree in Finance, Real Estate, Economics, or a related fi
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• 1–3 years of experience in commercial real estate, lending, structured finance, or a related fi
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• Exposure to CMBS, CLOs, or balance sheet lending is a plus
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• Advanced proficiency in Microsoft Excel
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• Experience with ARGUS is preferred
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