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Keystone National Group · 1 month ago

Asset Management Associate

Salt Lake City, UT

Full-time

Onsite

Mid Level

3+ years exp

Keystone National Group is an SEC-registered investment advisory firm focusing on investments in private credit and real estate. The Asset Management Associate will assist senior management in managing and monitoring the performance of real estate loans across various asset classes.

FinanceFinancial ServicesReal Estate

Responsibilities

Actively monitor and manage financial and operational performance across a portfolio of commercial real estate loans

Interact directly with clients to discuss progress and performance; and assist, where needed, with onsite diligence and inspection trips

Examine, monitor, and evaluate client compliance with loan covenants

Monitor ground up construction and development projects, and coordinate/ facilitate release of lender funding for construction draws

Implement loss mitigation plans and procedures and, when required, assist in restructuring or workout scenarios

Build custom Excel models to analyze financial metrics and assess risk profiles across the portfolio

Prepare periodic portfolio performance presentations for fund investors and management

Contribute meaningfully to investment committee meetings with senior members of the firm

Qualification

Asset managementFinancial analysisExcel masteryLoan documentationCommunication skillsTeam playerAdaptability

Required

Bachelor's degree in finance, accounting, construction management, property management; demonstrating a track record of outstanding academic performance

Three+ years of professional experience in asset management, property management, risk management, private equity or private credit, commercial lending, financial or management consulting, or other similar experience relevant to private corporate real estate lending

Mastery of Excel with ability to analyze financial statements, construction draws, and construction pay application documentation

Strong written and verbal communication skills with an ability to convey complex analysis effectively

Driven, collaborative, team player able to learn quickly, assume significant responsibility and accountability, and adapt to rapidly changing market opportunities and conditions

Willingness to periodically travel to perform onsite visits and meet with clients across the country