Hybrid Analyst, Specialty Underwriting & Portfolio Manager – REIT

Posted 3 weeks ago

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About the role

  • Analyst role involving credit underwriting and portfolio management for REIT sectors in Commercial Real Estate. Collaborating with teams on financial analysis and compliance with credit policies.

Responsibilities

  • Perform due diligence on industry and company performance and synthesize research
  • Perform thorough financial analysis and identify disparities, risks, and creative ways to mitigate risk
  • Prepare financial / cash flow modeling inputs with little guidance
  • Analyze appropriate structuring options considering collateral and borrower valuation
  • Write and prepare the majority of the credit approval document
  • Coordinate and complete closing process requirements
  • Support senior underwriters in reviewing and negotiating legal documentation
  • Communicate with external constituents
  • Demonstrate basic understanding of credit documents
  • Monitor quarterly reporting and financial statements
  • Ensure compliance with credit policies and procedures for existing accounts
  • Build relationships across function and business to foster collaboration between partner groups
  • Mentor and train rotational analysts and new hires

Requirements

  • Bachelor’s Degree or Military Experience
  • At least 2 years of experience in credit underwriting or portfolio management in commercial real estate or cash flow lending
  • Bachelor's Degree in Accounting, Finance, or other relevant fields (Preferred)
  • 3+ years of credit underwriting and/or portfolio management experience (Preferred)
  • High attention to detail and strong work ethic
  • Ability to work independently as well as collaboratively in a team environment
  • Excellent business writing and verbal communication skills
  • Strong time management skills and ability to manage multiple deals/projects
  • High level of proficiency in Google Suite or Microsoft Office

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Comprehensive benefits package

Job title

Analyst, Specialty Underwriting & Portfolio Manager – REIT

Job type

Experience level

JuniorMid level

Salary

$115,900 - $145,500 per year

Degree requirement

Bachelor's Degree

Location requirements

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