Loan Asset Management Analyst

About the Role

We don’t simply hire employees—we invest in them. At Chatham, we empower you with professional development opportunities to help you grow in your career, whether you've been here for five months or 15 years. This role is designed for someone starting out in their career who enjoys learning quickly and working with both financial data and legal documentation. You'll receive hands-on training while gaining exposure to sophisticated commercial real estate financing structures that few entry-level roles provide. Over time, you’ll become a trusted partner in helping clients proactively manage their loan portfolios and make more informed decisions.

Institutional real estate investors manage increasingly complex debt portfolios across hundreds of loans, lenders, and investment vehicles. As a Loan Asset Management Analyst on Chatham's Investment Management team, you'll help bring structure and clarity to that complexity. Working alongside experienced advisors, you'll analyze commercial real estate loan agreements, organize critical financing information, and transform complex loan terms into structured data within Chatham's proprietary technology platform. Your work helps some of the world's largest institutional investors better understand their portfolios, monitor financing obligations, and make more informed investment decisions.

Responsibilities

• Review commercial real estate loan agreements and other financing documents to identify key loan terms and obligations.
• Build and maintain loan models within Chatham's proprietary technology platform.
• Monitor portfolio activity, including loan draws, repayments, refinancings, amendments, and covenant updates.
• Assist in preparing client reports, dashboards, and portfolio analytics that highlight key financing metrics and upcoming events.
• Perform quality control reviews to ensure loan information remains accurate and complete.
• Participate in client meetings alongside senior team members while developing your understanding of client objectives.
• Collaborate with teammates across advisory, valuation, and technology to continually improve client solutions and internal processes.

What Success Looks Like in the First Year

• Month 3: You've developed a strong understanding of commercial real estate loan structures, can independently model straightforward loans, and consistently produce accurate, high-quality work.
• Month 6: You're contributing meaningfully to client deliverables, identifying inconsistencies in loan documentation, asking thoughtful questions, and beginning to participate in client discussions.
• Month 12: You're independently supporting portions of client portfolios, recognized as a dependable team member, and developing the judgment needed to progress toward an Associate role.

Ideal Candidate Profile

This role is ideal for someone who:

• Thinks like a detective—you enjoy digging into documents, spotting inconsistencies, and solving puzzles others might miss.
• Has a sharp eye for detail and takes pride in getting things right the first time—you know that small oversights can have big consequences.
• Communicates clearly and confidently, especially when translating technical details into client-friendly language.
• Stays calm in ambiguity and adapts quickly to changing client needs.
• Takes ownership of your work and consistently delivers high-quality, reliable results.
• Is energized by collaboration and eager to learn from others.

Requirements

Required Qualifications

• Bachelor's degree in Finance, Economics, Business, Accounting, Real Estate, Mathematics, or a related field.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• High level of attention to detail and organizational ability.
• Demonstrated ability to learn quickly and manage multiple priorities.
• Proficiency with Microsoft Excel.

Preferred Qualifications

• Internship or coursework related to finance, commercial real estate, accounting, banking, or investments.
• Exposure to financial modeling or data analysis.
• Interest in commercial real estate debt, capital markets, or institutional investing.

Benefits

• A collaborative team that is invested in your professional growth.
• Direct access to experienced advisors and industry experts.
• Meaningful work supporting sophisticated institutional real estate investors from your first day.
• Ongoing technical and professional development opportunities.
• Competitive compensation and performance bonuses.
• Comprehensive benefits including healthcare, retirement matching, generous PTO, and professional development budgets.

About Chatham Financial

Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help you reduce risk and seize opportunity. With decades of capital markets strategy, execution, monitoring, and performance expertise, we serve as an unwavering advocate for your best interests and your innovation partner. Our technology platform unifies data across assets, debt, and derivatives, giving you unmatched agility, transparency, and insight. We help guide the way—giving clients the insight and momentum to move forward with confidence, no matter what lies ahead.