SitusAMC is where passionate individuals come to transform businesses and careers. The Analyst will support the CRE Asset Management team in portfolio management activities, including financial analysis, due diligence, and asset reporting.
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
Skills
- Degree in Finance or closely related areas required
- Minimum of 1-2 years' experience in Wealth Management or Financial Services organization
- 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
- Experience working with a Bank's High Net Worth client base / Financial Advisor network a plus
Benefits
- Discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval
- PTO and paid holidays, the terms of which are set forth in the program policies
- Participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans
Company Overview
SitusAMC provider of consulting, outsourcing, talent and technology solutions, supporting institutional lenders and investors. It was founded in 1985, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is https://www.situsamc.com.Company H1B Sponsorship
SitusAMC has a track record of offering H1B sponsorships, with 1 in 2024, 3 in 2022. Please note that this does not guarantee sponsorship for this specific role.