Professional, Portfolio Analyst/Associate

Added
3 days ago
Type
Full time
Salary
Salary not provided

Related skills

financial modeling excel credit analysis asset management underwriting

📋 Description

  • Monitor portfolio performance for adverse credit issues and trends
  • Review monthly/quarterly financial statements and rent rolls
  • Monitor market dynamics to assess tenant credit risks and concentrations
  • Interpret loan documents to confirm loan terms and covenants
  • Prepare asset performance reports for management and investors
  • Evaluate draw requests, loan modifications, and underwriting of collateral

🎯 Requirements

  • Bachelor's degree or equivalent in a related field
  • 1-4 years of work experience in commercial real estate
  • Fundamental knowledge of CRE, fixed income, and general financial concepts
  • Superior analytical and financial modeling skills
  • Proficiency with Excel, Word, PowerPoint, and Outlook
  • Argus, construction loan, or development experience a plus
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