Sr. Portfolio Analyst

Job Summary

Ullico, Inc., a leading provider of real estate first mortgage financing, is seeking a Senior Portfolio Analyst to manage a $4.4 billion portfolio. Reporting to the Regional Vice President, this position is based in Chicago, IL.

Job Duties

• Maintain overall statistics and financial performance analysis for the mortgage portfolio.
• Summarize and analyze reports for mortgage loans, including analyzing operating statements on properties, obtaining financial background on properties, annual reviews, and project variance reports.
• Prepare quarterly portfolio statistics detailing geographic and product concentrations.
• Evaluate and recommend changes to reports to provide efficient and applicable information to management.
• Perform various analyses related to financial performance, including cash flow projections, cash flow variance analysis, business operations "driver" analysis, and analysis of comparative performance with other companies in the industry.
• Assist, coordinate, and prepare financial projections for real estate and mortgage portfolios as required for internal reporting and external filings for both statutory and GAAP, as applicable.
• Afford oversight and follow-up on underwriting portions of loans to ensure all provisions are being adhered to.
• Prepare, secure approval, and maintain portfolio data including monthly reports such as the J and W1 Portfolio Valuation, Performance Comparison, Property Income and Expense analysis for House Accounts and quarterly reports such as Appraisal Status, Annual Reviews, Portfolio Characteristics, and General Account Valuation.
• Monitor individual asset reports due to VP from Regional Managers such as Construction Status reports, Multi-Family Sales Status reports, and Watch List reports.
• Prepare and submit to SVP for review and approval the same reports, when applicable, for House Accounts.
• Undertake ad hoc projects and reports.
• Aid SVP/VP in the preparation of internal and external presentations.

Minimum Qualifications

• Bachelor's degree in Finance, Economics, or a related field.
• 3 to 5 years of experience in commercial real estate loan underwriting, including financial/credit analysis, discounted cash flow (DCF), and net present value (NPV) modeling.
• Intermediate to advanced proficiency in Excel and ARGUS financial modeling.
• Strong analytical, communication, and presentation skills for interaction with internal senior management and external business leaders.
• Must complete a financial modeling exercise.

Pay

$120,000 - $156,500 per year

Benefits

• Health/Dental/Vision
• Pension
• 401K
• Health Savings Account
• Life Insurance
• Paid Time Off

About Ullico

For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders, and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc. Visit www.ullico.com.

Equal Opportunity Employer

We are committed to providing equal employment opportunities to all individuals without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other characteristic protected by law.