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The Portfolio Analyst will have the following duties and responsibilities, including but not limited to:
- Monitor the collection of required financial reporting from Borrowers; including, but not limited to, property operating statements (Income statements, balance sheets, aged receivables), rent rolls, STR reports, and guarantor/borrower financials.
- Financial Analysis and Reporting: examining the operating performance and credit trends of a property or group of properties comprising a loan’s collateral.
- Aggregating and compiling property level information into portfolio-wide statistics and presentation materials.
- Administration of loan reserve accounts and borrower funding requests.
- Assist Asset Managers with quarterly lender reports, including inputting financials, updating rent rolls, and obtaining updated market information.
- Maintain client watchlists detailing property performance, market trends, recent leasing at the property, and any other significant findings.
- Review rent rolls, including noting any upcoming lease terminations, renewals, and any free rent periods for tenants.
- Performing covenant tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles.
- Assist with compliance and investor reporting projects.
- Perform data analysis and ad-hoc reporting of various portfolio metrics.
- Other duties and projects as requested.
Qualifications
Education: Bachelor’s degree, preferably in Business, Finance or a related discipline or equivalent combination of education and experience.
Experience: Minimum one (1) year experience in commercial real estate, financial analysis, auditing or data analytics.
Knowledge/Skills/Abilities:
- Strong analytical skills with high attention to detail and accuracy
- Advanced proficiency in Microsoft Excel and Word applications
- Strong organizational/time management skills are essential to the success of this position
- Ability to work independently and on teams in a fast-paced environment with strict deadlines
- Attention to detail is a must
- Excellent business writing, presentation, and interpersonal skills
Travel: Limited travel is required.
Source: Arbor Realty Career Page
