Analyst – Loan Originations & Portfolio Management Full Time NEW

Analyst – Loan Originations & Portfolio Management

A leading and rapidly growing real estate finance platform is seeking an Analyst to support commercial mortgage loan origination and portfolio management activities nationwide.

Position Overview
The Analyst will support loan underwriting and portfolio management functions, working closely with senior originators and management. Responsibilities include analyzing new loan opportunities, conducting due diligence, assisting with loan closings, and performing ongoing portfolio monitoring post-closing. The role involves regular interaction with internal teams, borrowers, legal counsel, and senior leadership.

This position offers exposure to real estate credit, underwriting, and asset management within a dynamic and collaborative environment.

The position is based in Greenwich, Connecticut.

Key Responsibilities

Evaluate prospective commercial real estate loan investment opportunities
Support the underwriting, due diligence, and execution of loan transactions
Prepare financial models, market analysis, and investment memoranda for internal review
Assist with loan closing processes, including coordination with internal and external parties
Support portfolio surveillance, asset monitoring, and servicing activities
Maintain and manage deal flow and related data within CRM software
Analyze projected loan- and portfolio-level cash flows and returns in collaboration with origination and management teams
Support ad hoc analytical and reporting requests as needed
Qualifications & Skills
Bachelor’s degree (or international equivalent) required
Strong interest in commercial real estate finance and credit
Solid foundation in financial analysis, accounting, and real estate fundamentals
Outstanding quantitative, analytical, and problem-solving skills
Intermediate to advanced Excel proficiency (financial modeling, formulas, data manipulation, reporting)
Strong written and verbal communication skills
Highly organized with strong attention to detail in a deadline-driven environment
Ability to manage multiple priorities simultaneously
Self-starter with the ability to work independently and collaboratively
Proficiency with Microsoft Office; experience with CRM platforms (e.g., Salesforce) is a plus
Cultural Fit
Successful candidates are self-motivated, results-oriented, and operate with a strong sense of ownership. The firm values individuals who uphold the highest ethical and professional standards and who approach opportunities with creativity and discipline.

Equal Opportunity Statement
The firm is an equal opportunity employer and does not discriminate on the basis of race, color, religion, gender, age, marital status, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by applicable law.

Benefits
The firm offers a competitive compensation and benefits package, including health, dental, and retirement plans.