Portfolio Reporting Associate jobs in United States
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Russell Tobin · 2 days ago

Portfolio Reporting Associate

Russell Tobin is a leading global investment firm seeking an Associate to join its commercial real estate debt asset management portfolio reporting team. The role involves analyzing and reporting on a global commercial real estate credit portfolio, preparing reports, and maintaining performance metrics.

ConsultingHuman ResourcesLegalStaffing Agency

Responsibilities

Analyzing and reporting on a large, global commercial real estate credit portfolio spanning multiple loan products, property types, and investment structures
Preparing recurring and ad-hoc portfolio reports
Maintaining internal risk and performance metrics
Calculating investment returns
Enhancing reporting systems
Coordinating closely with internal teams and third-party service providers

Qualification

Commercial real estate experienceFinancial analysisAdvanced Excel proficiencyPortfolio reportingAnalytical skillsPresentation skillsProject management

Required

4–6 years of relevant commercial real estate or finance experience
strong analytical and presentation skills
advanced Excel proficiency
ability to independently manage projects with minimal oversight
detail-oriented
strong interest in real estate credit

Company

Russell Tobin

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Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.

Funding

Current Stage
Growth Stage

Leadership Team

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John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
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Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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