Senior Portfolio Analyst

Jobs Chevra
Mon, Feb 28, 2022
403

Description

Job Title: Senior Portfolio Analyst

Location: Midtown - Manhattan

Salary: Commensurate with Experience

 

 

Firm Description:

Client is an actively managed debt fund specializing in the origination, underwriting and execution of short-term loans across a variety of commercial real estate asset classes. Client utilizes an extensive underwriting team to evaluate potential opportunities throughout the United States. Through the use of multiple long-term financing lines, the Fund seeks to provide its investors with a stable return from a portfolio of short-term commercial real estate loans. Client looks to generate edge through its partnership with a Top-5 HUD multifamily lender for the past four consecutive years. rapidly growing, with a strong existing portfolio and a robust new business pipeline.

 

 

Job Overview:

Client is seeking a Full-Time Portfolio Analyst to assist in all aspects of credit fund management. The Analyst will play an integral role in supporting ambitious growth strategies within the CRE lending space and is expected to learn and grow. In short, the Analyst will be involved in all processes of the fund, working with industry veterans to gain hands-on commercial real estate transaction experience and fund management knowledge. Working in a fast-paced, entrepreneurial environment with meaningful exposure to company executives within a flat corporate structure, and significant opportunity to take on new responsibilities. Our program is designed to develop young talent as well as identify top candidates for the Full Time Analyst Program.

 

 

Responsibilities:

• Work alongside portfolio managers and members to review potential CRE debt transactions

• Develop and structure financing proposals for presentation internally to the Fund’s Credit committee, and externally to potential debt and equity partners

• Collect and analyze transaction due diligence and assist in the underwriting of pipeline transactions, identifying and communicating deal strengths and risks/mitigants

• Produce short and long-form Investment Memoranda and financial models for active presentations at Investment Committee meetings

• Support the Fund’s existing investment asset management functions by analyzing performance, credit, and market conditions across the seasoned loan portfolio

• Collaborate with origination, underwriting, and senior management (CEO, CFO, COO) internally

• Interact and communicate with borrowers to address sensitive and non-routine matters in addition to risk related items

• Assist in business development and fund marketing, with significant external exposure to existing investors, prospective equity partners and clients

• Think strategically and vocalize any opportunities to improve company operations

 

 

Qualifications:

In addition to strong analytical and quantitative skills, the successful candidate should have:

• Pursuing an undergraduate degree in Real Estate, Finance, Accounting, or Economics with a strong GPA

• Excellent work ethic, attention to detail, and organizational skills; ability to handle multiple transactions and multi-task in a fast-paced environment

• Proficiency in Microsoft Excel and Microsoft PowerPoint

• Expertise in financial modeling and risk analysis

• Effective communication skills needed to succinctly present deal dynamics

• Ability to successfully handle interactions with a variety of people in differing roles (deal sponsors, origination staff, top-level executives, existing and potential investors, etc.)

• Problem-solver, self-starter mentality with an ability to work independently

 

 

Please send your resume to: HorowitzAvi@gmail.com

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