Berkshire · 1 week ago
Analyst, Debt Asset Management
Boston, MA
Full-time
Onsite
Entry Level
1+ years expBerkshire Residential Investments is a people-first real estate investment company that emphasizes the importance of individual skills and perspectives. The Analyst, Debt Asset Management will assist in managing debt investments, including reporting, loan analysis, and performance monitoring.
Property ManagementReal Estate Investment
Responsibilities
Assist in the production of standardized reporting for Berkshire’s Debt Funds
Assist Credit Managers with analysis of pending loan maturities, watchlist loans, and modification efforts
Provide sensitivities as needed to stress portfolio outcomes and impacts
Review loan draw and consent requests, ensuring comprehensive detail and data has been provided from Servicer and Borrower
Analyze current and trailing property performance to prior period reporting and to underwriting; analyzing trends and reviewing source data for outliers
Engage with third-party servicer/asset manager on ongoing basis to ensure proactive view of loan performance, availability of relevant operating data, and identification of issues
Assist with the oversight and analysis of structured debt investments including tracking all changes and the progression of business plans
Assist with securitization reporting, analyzing quarterly business plan execution updates, loan performance, borrower financial condition, inspection results, and loan modifications
Work with Berkshire credit managers to provide exposures for market, sponsor, product subtype, pending maturities
Work with Research department to analyze underlying income and expense trends and market trends
Under direction of the Senior Credit Manager, prepare watchlist summaries for submission to MF1 Leadership and Investment Committee
Provide downside scenarios to include breakeven occupancy, break even cap rate, potential refinance shortfalls, and sponsor equity
Visit markets and properties to validate business plan assumptions, monitor property operations, and identify opportunities and issues to improve operations
Stay abreast of relative market information for all markets related to the portfolio
Consistently demonstrate use of tact and discretion
Qualification
Required
1+ years of successful experience in multifamily real estate
Ability to analyze property operating statements and rent rolls
Demonstrate ability to identify problems early and solve them effectively with minimal assistance
Have a keen eye for multifamily value creation opportunities and the ability to act on them through others
Ability to develop and maintain effective internal and external relationships with a range of individuals including Clients, Portfolio Reporting, Property Management and Acquisitions and Dispositions
Ability to take direction from multiple sources while effectively managing multiple, changing priorities
Ability to assess and quantify risk
Strong written and verbal communication skills
Aptitude for organizing, prioritizing, and managing multiple priorities, using critical thinking and problem solving
Demonstrated multi-modal communication style that reaches every stakeholder, specifically excellent verbal, and written communications
Collaborative working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic
Proficiency and willingness to adopt new systems and processes
Demonstrate emotional intelligence in high pressure and sensitive situations
Ability to see, analyze and understand business dealings in terms of the overall business plan
Tenacity, patience, and perseverance to work with business deals from beginning to end of process
Maintain confidentiality of sensitive information and communications of information
Develop productive working relationships with all team members including internal clients and external third parties
Demonstrated high level of ethics and integrity with a straightforward and honest approach
Bachelor's degree in a related field
Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
Proficiency with computers, keyboards, monitors and telephone headsets
Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point)
Preferred
Underwriting and/or asset management of multifamily debt transactions preferred
Experience engaging with servicers and special servicers, a plus
MBA, related Master's degree or CFA, a plus
Benefits
Excellent benefits package
Programs and incentives that promote physical, mental, financial, and behavioral wellbeing
Company
Berkshire
Berkshire is a people-focused investment management company known for our vertically integrated organization and experience in U.S.
Founded in 1966Boston, Massachusetts, USA
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dan Kinchla
Head of Special Asset Management & Subordinate Debt
Recent News
2025-09-12
2025-07-09
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