Analyst, Asset Management jobs in United States
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SitusAMC · 15 hours ago

Analyst, Asset Management

SitusAMC is a company dedicated to transforming client businesses and fostering career growth within the Real Estate Industry. The Analyst, Asset Management role involves supporting portfolio management activities, analyzing financial statements, and assisting with asset management reporting to maximize value and minimize risk.

Financial ServicesOutsourcing

Responsibilities

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
Prepare high quality loan analysis for presentation to 1st and 2nd lines of defense as applicable
Perform detailed due diligence including market research, industry analysis, and sponsor review
Assist with the maintenance and enhancement of asset management reporting used in day-to-day business unit management
Provide working direction to the external third-party servicer and review related work products including loan level credit analysis prior to submission to business unit management and stakeholders
Participate in special projects as necessary; prepare internal presentations as necessary for senior management on portfolio management strategy and analysis
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
Assist with building and enhancing asset management reporting, portfolio analysis activities, and analyzing property financials
Coordinate setup of loans internally and work closely with third party servicing team
Maintain detailed and accurate loan files, relationship data, and loan tracking systems

Qualification

Financial AnalysisPortfolio ManagementWealth ManagementClient ServiceAnalytical SkillsMulti-taskingCommunication SkillsOrganizational SkillsTeamwork

Required

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 and paid holidays
Medical, dental, vision, life, disability insurance
401K

Company

SitusAMC

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SitusAMC provider of consulting, outsourcing, talent and technology solutions, supporting institutional lenders and investors.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
PSP Investments
2020-04-02Private Equity

Leadership Team

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Michael Franco
Chief Executive Officer
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Andrew Smith
Director, Strategic Planning
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Company data provided by crunchbase