Analyst – Loan Originations & Portfolio Management Full Time

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.