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.

Tagged as: REIT