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LaSalle Investment Management is seeking an Analyst, Asset Management (Debt) to support the ongoing management, monitoring, and reporting of debt investments across its credit portfolio. This individual will play a key role in analyzing portfolio performance, assessing borrower and asset-level risk, monitoring compliance with loan agreements, and supporting value creation strategies throughout the life cycle of debt investments. The Analyst will work closely with Asset Managers, Portfolio Managers, Originations, Servicing, and Capital Markets teams to maximize investment performance and mitigate risk across the portfolio.
Accountabilities
- Assist in the ongoing asset management of a portfolio of debt investments, including senior loans, mezzanine loans, preferred equity, and other structured credit investments.
- Review borrower operating statements, financial reports, rent rolls, budgets, and business plans to assess asset and borrower performance.
- Monitor compliance with loan covenants, reporting requirements, and critical loan milestones.
- Conduct quarterly portfolio reviews and prepare investment performance analyses identifying trends, risks, and opportunities.
- Support the preparation of asset management reports for internal management, clients, and investment committees.
- Develop and maintain financial models to evaluate cash flow performance, loan repayment scenarios, refinancing risk, and expected returns.
- Analyze market conditions, interest rate movements, and property-level performance trends impacting debt investments.
- Assist in the review and underwriting of borrower requests, including consents, modifications, extensions, assumptions, and restructurings.
- Coordinate with borrowers, lenders, property managers, servicers, legal counsel, and third-party consultants to facilitate asset management initiatives.
- Monitor loan maturities, extension options, reserve balances, and other servicing requirements.
- Identify and lead AI-driven process improvement projects across portfolio monitoring and reporting processes, including automation of recurring analyses and reporting workflows.
- Prepare investment memoranda and presentations supporting portfolio strategy, asset-level recommendations, and investment committee decisions.
- Track and maintain accurate portfolio data across asset management and reporting platforms.
- Assist with portfolio valuations, stress testing exercises, and risk management analyses.
- Take initiative in identifying portfolio risks and operational inefficiencies while recommending practical solutions.
- Assist with various special projects as assigned.
Required Qualifications & Experience
- Bachelor’s Degree in Finance, Real Estate, Accounting, Economics, Business Administration, or a related field.
- Minimum of 1-3 years of experience in asset management, commercial real estate finance, lending, private credit, investment management, or a related field.
- Strong analytical and financial modeling skills with the ability to evaluate debt investments and portfolio performance.
- Understanding of commercial real estate finance, credit analysis, loan documentation, and debt structures.
- Excellent communication and interpersonal skills.
- Ability to think creatively and independently develop solutions to complex portfolio and investment challenges.
- Effectiveness in reviewing own work to achieve high levels of accuracy.
- Extremely organized multitasker with the ability to manage multiple priorities.
- Team player who works well both independently and in a team environment.
- Strong proficiency in Microsoft Office products, particularly Excel and PowerPoint.
- Working knowledge of AI tools (either in a work or home context) with a demonstrated interest in applying them in a professional setting.
- Openness to continuous learning in a rapidly evolving technology environment; willingness to evaluate, pilot, and champion new AI tools as part of the team’s ongoing process improvement agenda.
