Analyst, Asset Management

Role Overview

The candidate for this role will report to the CRE Asset Management team and provide support in various portfolio management activities. The candidate must be able to effectively interact with multiple stakeholders independently including underwriters, originators, credit risk control, operations, legal / compliance, and the third-party servicer.

What You Will Do

Assist with timely completion of portfolio management tasks and escalation to business unit senior management when appropriate. Analyze borrower financial statements, rent rolls, guarantor strength, schedules of real estate owned, debt service coverage ratio, debt yield, and collateral valuations.

Why It Might Be a Fit

Must be able to independently and effectively communicate with Underwriters, Internal Counsel, and Loan Closers. Assist in the ongoing asset management of a portfolio of commercial real estate loans to maximize value and minimize risk.

Requirements

• Degree in Finance or closely related areas required
• Minimum of 1-2 years' experience in Wealth Management or Financial Services organization
• Experience working with a Bank's High Net Worth client base / Financial Advisor network a plus
• Excellent analytical and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication skills
• Highly organized and detail-oriented
• Dedication to superior client service
• Ability to work independently and as part of a team
• Ability to navigate multiple divisions within in a large bank structure
• Ability to effectively multi-task and deliver high quality results within fast-paced deliverable deadlines

Benefits

• PTO
• Paid holidays
• Medical
• Dental
• Vision
• Life
• Disability insurance
• 401K