Assistant Portfolio Manager

Summary of Primary Duties and Responsibilities

• Portfolio Monitoring & Credit Oversight
  • Track loan maturities, extensions, payoff timelines.
  • Maintain delinquency and default tracking systems.
  • Identify and mitigate risks such as refinance risk, construction delays, and business plan execution.
• Lender & Capital Partner Communication
  • Act as the primary point of contact for lender inquiries.
  • Prepare and deliver regular loan updates, delinquency reports, borrower communications, and portfolio summaries.
• Borrower & Collateral Tracking
  • Monitor property performance and business plan adherence.
  • Ensure covenant compliance and document material loan events.
• Portfolio Reporting & Analytics
  • Create watchlists, dashboards, and comprehensive portfolio reports.
  • Provide insights and support for CFO and Capital Markets reporting needs.

Education and Experience

• Minimum of 5-10 years of experience in private credit, real estate lending, or structured finance.
• Strong credit and loan analysis skills.
• Experience in portfolio monitoring, asset management, or credit analysis.
• Effective communication and interpersonal skills.
• High attention to detail and organizational abilities.

Success in This Role Looks Like

• Develop into a go-to resource for lender requests.
• Reduce response times and enhance reporting consistency.
• Establish standardized reporting processes.
• Develop a robust watchlist and risk mitigation framework.
• Contribute to the development of a portfolio-level narrative.

Compensation

• This position is exempt, full-time, with a salary range of $140K - $165K, plus discretionary bonus potential.

Benefits

• Annual discretionary bonus program.
• Medical, dental, and vision insurance.
• 401(k) with Safe Harbor contributions.
• Twelve weeks (sixty days) of paid time off, including ten days of vacation and six days of sick leave.
• Ten paid holidays.
• One floating holiday.