Assistant Asset Management Operational Analyst

Responsibilities

• Aid in reducing operational risk for the Private Real Estate team by supporting best execution for clients, improving asset performance, and managing risk within the approved strategies.
• Support data analysis and reconciliation, accounting-related initiatives, client reporting, and technology enhancements; contribute to business continuity analytics, internal/external audits, Compliance support, and special projects.
• Partner with the loan servicer to ensure timely processing of debt service payments and completion of required insurance placement and insurance risk monitoring; verify annual property inspections and address servicing projects.
• Facilitate new loan and equity closings, including tracking legal documents, financial statements, and settlement statement details to support a smooth post-closing transition to Asset Management.
• Review quarterly reports and capital activity notices for real estate limited partner (LP) funds and Low-Income Housing Tax Credit (LIHTC) investments.
• Manage real estate debt and equity assets across property types including multifamily, industrial, office, retail, and self-storage.
• Assist with debt asset management activities, including tracking loan performance; analyzing key risk metrics; assisting with collateral valuations; and performing loan risk rating reviews across fixed- and floating-rate structures.
• Respond to borrower requests, evaluate potential modifications, and coordinate follow-up actions.
• Administer construction loans, including draw processing, monitoring, and ongoing risk evaluation.
• Manage joint venture equity investments, including coordination and oversight of any third-party debt associated with these assets.
• Manage equity asset activities, including valuations and asset summaries; annual budgeting; monitoring construction/renovation projects; reviewing rent rolls, lease expirations, and tenant credit; tracking operating expenses; and overseeing capital expenditures.
• Provide timely, accurate updates and responsive client service related to managed assets, as needed.
• Collaborate with other members of Private Real Estate to share ideas and best practices, and support department- and company-wide initiatives and special projects, as needed.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Coursework in Finance, Accounting, Economics, Real Estate Investments, and/or other investment asset types is preferred.
• Basic understanding of Real Estate Accounting, GAAP Reporting and financial statements (including property-level operating statements, balance sheets, and borrower-specific financials).
• Tenant credit analysis is a plus.
• Knowledge of investment accounting and investment operations is beneficial.
• Commercial real estate or related finance experience is a plus, including internship experience.
• Understanding of fundamental drivers across real estate sectors is a plus (e.g., multifamily, industrial, office, and retail).
• Familiarity with major U.S. geographic markets and/or third-party research and online data sources is a plus (e.g., CoStar, Green Street, CBRE research).
• Ability to prioritize and manage multiple deliverables across teams while meeting deadlines.
• Strong written and verbal communication skills.
• Proficiency with Excel, Word, and other Microsoft Office applications (e.g., PowerPoint).
• Familiarity with AI-assisted tools (such as CoPilot) to improve efficiency and accuracy in processes, research, and reporting is a plus.