Senior Analyst Asset Management

About the role

This role will strengthen forecasting, budgeting, and financial planning processes that guide business decisions. You will partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation. The position offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

Responsibilities

• Oversee the performance and investments of assigned real estate debt and equity assets
• Focus on optimizing asset performance while managing associated risks
• Conduct loan performance tracking and key risk metrics analysis for mortgage loans
• Manage construction loan reviews and evaluate risk for loan draws
• Build and maintain relationships with Joint Venture partners regarding equity assets
• Perform asset valuations and oversee annual budget management for equity investments
• Collaborate with internal teams to share insights and contribute to special projects

Requirements

• 5+ years in real estate equity asset management or closely related investment experience
• Experience managing debt assets and familiarity with loan documents as lender/borrower
• Knowledge of construction loans and equity real estate development is preferred
• Familiarity with diverse real estate sectors including multifamily, industrial, office, and retail
• Experience with joint venture structures and third-party debt management is advantageous
• Ability to utilize third-party research for informed decision-making is necessary
• Strong financial acumen regarding real estate financial statements is required

Location

Remote - US based candidates only, no visa sponsorship available

Pay

$106,000 – $144,000 annually

Benefits

• Hybrid work schedule (Tuesday-Thursday in office)
• Collaborative team environment that emphasizes a positive culture
• Professional development opportunities and potential for career advancement