Asset Management Analyst

Duties and responsibilities

• 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;
• Agregating and compiling property level information into portfolio-wide statistics and presentation materials;
• Support the senior asset managers in monitoring each position’s performance relative to underwriting, budget, and covenants within loan documents;
• Manage the draw review process for value-add renovation and ground-up construction projects of varying sizes and scopes;
• Assist Asset Managers with Quarterly Asset Reports, including inputting financials, updating rent rolls, and obtaining updated market information;
• Analysis of property operating statements, including noting significant changes in income and expenses;
• Performing covenant tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles;
• Support asset management team in their daily responsibilities;
• Assist in preparation of various ad-hoc reports;

Qualifications

• Bachelor’s Degree in Finance, Management, Business, or equivalent work experience;
• Minimum 1-3 years of experience in a real estate or financial service and/or asset /investment management firm;
• Strong analytical and computer skills with a thorough knowledge of Excel including the ability to perform cash flow analyses;
• Ability to work in a team environment, to think independently and generate quality work product;
• Ability to manage multiple priorities and meet tight deadlines;
• Adhere to processes and procedures but suggest and implement improvements when warranted.