Analyst, Asset Management

About the role

Under the direction and supervision of the Senior Director of Asset Management, the Analyst supports the Asset Management team within ORIX USA’s Real Estate Investment Strategies (REIS) Group. The group manages bridge loan positions collateralized by commercial, income producing properties and requires knowledge of multiple asset classes—including multifamily, senior housing and healthcare, commercial, and manufactured housing. The role is primarily performed from the Lender or Servicer perspective—assisting asset managers in ensuring compliance with financial, contractual, and legal requirements, processing borrower requests, and analyzing and reporting on credit risk. The employee may also conduct site inspections.

Responsibilities

• Monitor Borrower compliance with loan requirements, including timely submission of financial statements and fulfillment of post-closing obligations.
• Analyze operating statements, rent rolls, and other information to determine EGI, NOI/NCF, DSCR, DY, physical and economic vacancy, and other relevant performance metrics and report results accurately and on time.
• Assist with Borrower inquiries on all servicing matters.
• Coordinate preparation of post-closing legal documents with internal and external Counsel and review the same.
• Prepare payoff quotes in accordance with established terms within the loan documents.
• Prepare disbursements of reserve funds.
• Assist in preparation of senior management reporting.
• Prepare settlement statements for loan modifications.
• Inspect physical collateral and review third-party inspections of physical collateral including properties located nationwide.
• Monitor loan covenants.
• Conduct monthly monitoring of payment delinquencies.
• Prepare requests for system updates.
• Participate in department, division, and company projects and duties as requested.
• Possess and apply knowledge of the REIS Group’s policies and procedures.
• Perform other projects and duties as assigned.

Qualifications

• Bachelor of Science degree in Real Estate, Finance, Business Administration, or related field required.