Sr. Analyst, Portfolio and Debt Reporting

Responsibilities

• Loan Draw Administration, Funding Analytics and Compliance Review
• Coordinate with Accounting, Project Management and external lending partners to facilitate timely funding.
• Maintain loan-level funding schedules, utilization reporting, borrowing base calculations and collateral eligibility requirements.
• Prepare recurring lender, investor, and compliance reporting packages for debt facilities and financing arrangements.
• Produce loan- and collateral-level reports supporting covenant compliance and financing agreement requirements.
• Reconcile reporting outputs against source systems, accounting records, lender reports, and other internal reporting packages.
• Identify and escalate exceptions, compliance issues, or report discrepancies.
• Business Intelligence & Operating Reporting
• Develop and maintain executive-level Power BI dashboards and other reporting that support strategic decision making across acquisitions, dispositions, construction, operations and accounting/financing.
• Translate business requirements into meaningful KPIs, visualizations, and reporting frameworks.
• Analyze acquisition, disposition, financing and operations performance metrics.
• Validate data integrity between source systems and reporting outputs.
• Identify opportunities to automate reporting processes and improve data quality.
• Support ad hoc analysis for senior leadership and business partners.
• Process Improvement
• Create reporting controls to ensure accuracy, consistency, and timeliness.
• Improve reporting efficiency through automation and workflow optimization.
• Develop documentation and standard operating procedures.
• Partner with Accounting, Project Management, Transactions, Dispositions, Operations, Finance and Technology to enhance reporting capabilities.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Real Estate, Business Analytics, or a related field.
• Minimum of 5 years of experience in real estate finance, capital markets, portfolio analytics, loan compliance reporting, investor reporting, business intelligence, or related analytical roles.
• Preferably supporting lending facilities, securitizations or institutional real estate reporting in bulge bracket commercial bank lending, REITs, mortgage companies, or specialty finance lenders.
• Strong analytic skills including knowledge of SQL, DAX and PowerQuery with proficiency in using MS Excel, PowerBI, and SSMS.
• Preferably creating dashboards, modeling data and developing KPIs for single-family residential portfolios.
• Experience working with large datasets, data warehousing concepts and multiple source systems.
• Preferably familiar with loan covenants, borrowing base calculations and collateral reporting.
• Excellent communication and presentation skills, with the ability to effectively communicate actionable findings and insights.
• Preferably familiar with rating agency reporting and investor reporting requirements.
• Ability to work independently and manage deadlines and recurring reporting cycles in a fast paced environment.
• Preferably in an institutional real estate investor or REIT.

Pay

Pay range for the role is $90,000 to $100,000 base salary with annual bonus potential.

Schedule

The role is hybrid.