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Morningstar · 1 week ago

Assistant Vice President, Morningstar Credit Analytics - CMBS

Ambler, PA

Full-time

Hybrid

Mid Level

$102K/yr - $166K/yr

3+ years exp

Morningstar is a leading provider of independent rating services and opinions for various financial instruments. They are seeking an Assistant Vice President to join their CMBS analytical team, focusing on the ongoing surveillance of CMBS transactions and contributing to their research platform.

Asset ManagementEnterprise SoftwareFinanceFinancial ServicesImpact InvestingMarket ResearchNewsSoftwareTelecommunications

Culture & Values

No H1B

Responsibilities

Monitor performance of CMBS transactions through monthly monitoring of underlying collateral

Provide monthly qualitative and quantitative updates to investors through the Analytics platform Qualitative updates include borrower research, tenant news, market color and reviewing servicer commentary. Quantitative updates include changes in cash flow and valuations

Derive values on a regular basis for all large loans, distressed assets and any properties showing a material change in credit metrics from original assumptions

Contribute to ongoing research efforts including daily news blasts and scheduled long-form pieces

Visit properties and convey on-the-ground observations to appropriate parties

Regularly speak with clients, potential clients and media

Qualification

Commercial Real EstateCMBSFinanceAccountingIntellectual CuriosityCollaboration

Required

3-5 years of work experience in commercial real estate or CMBS

Bachelor's degree required, preferably in finance, accounting or real estate

Ability to work independently, but also collaborate across the team as necessary

Deep interest in commercial real estate

General intellectual curiosity

Benefits

75% 401k match up to 7%

Stock Ownership Potential

Company provided life insurance - 1x salary + commission

Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages

Additional medical Wellness Incentives - up to $300-$600 annual

Company-provided long- and short-term disability insurance

Trust-Based Time Off

6-week Paid Sabbatical Program

6-Week Paid Family Caregiving Leave

Competitive 8-24 Week Paid Parental Bonding Leave

Adoption Assistance

Leadership Coaching & Formal Mentorship Opportunities

Annual Education Stipend

Tuition Reimbursement

Charitable Matching Gifts program

Dollars for Doers volunteer program