Portfolio Analyst – Real Estate Debt Management
[Job Order: 1491681]
Responsibilities:
Client Onboarding & Data Management
- Lead new client onboarding by converting scattered loan data into structured, actionable models within our proprietary technology platform.
- Review and extract key information from real estate documents including loan agreements, leases, rent rolls, financial statements, and capital expenditure reports.
- Monitor client portfolios for changes such as paydowns, drawdowns, and refinancings, ensuring data remains accurate and current.
Analytics & Workflow Design
- Design and implement customized workflows to track covenant testing, loan reporting, and portfolio analytics.
- Establish quality control procedures to verify data accuracy and completeness, identifying and resolving discrepancies promptly.
Client Engagement & Support
- Build strong client relationships through regular engagement and proactive insights, understanding their investment strategies and financing needs.
- Provide technical and customer support for our SaaS platform, serving as the primary point of contact for user inquiries.
- Assist clients with platform setup, configuration, reporting, and data management.
Collaboration & Development
- Collaborate with the technology team to enhance our platform based on client feedback and evolving market needs.
- Train and mentor new team members to maintain consistency and excellence in service delivery.
- Support the Client Engagement Team in pursuing new business opportunities, including attending and presenting in client meetings.
Requirements:
- Minimum 3 years of experience in real estate finance, asset management, loan servicing, or real estate transaction law.
- Strong attention to detail with the ability to extract key data from complex real estate documents.
- Solid understanding of commercial real estate loan structures, terminology, and financial covenants.
- Advanced proficiency in Microsoft Excel, including financial modeling and data analysis.
- Excellent written and verbal communication skills, with the ability to convey complex ideas clearly.
- Knowledge of real estate markets and a commitment to staying current with industry trends.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R24121422
EA License No.: 07C5771
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