Analyst - Portfolio Management

Since 1985, Situs has been the premier, global provider of end-to-end commercial real estate and loan advisory services and integrated solutions, offering customized services to leading financial institutions, investors, owners, and developers. We offer a wide array of services, including enterprise and process improvement, capital markets and commercial real estate advisory, primary and special servicing, and creative staffing solutions.

This position is for an Analyst who will support the Portfolio Management team, which is responsible for reporting on historical & projected asset performance. Assets include originated or acquired real estate debt investments, including single assets and non-performing loan pools. Purpose: Support Portfolio Management team in delivering reports on historical & projected portfolio performance to the Client in an accurate, timely and high quality fashion. This will involve working closely with Asset Management and Servicing teams.

* Act as a liaison between Portfolio Management, Asset Management, and Servicing to ensure sharing of information and accuracy of reports * Maintain certain areas of Asset Management-focused database, particularly Pipeline, details of newly-closed loans, and reporting lines of outstanding loan population * Circulate reports from database related to loan covenants, inventories, projected payoffs, and new closings * Model new assets in loan performance models that report historical and projected cash and P&L. This may involve making customizations of template based on negotiated loan terms, and coordination with underwriters, Servicing, and Asset Management. * Maintain certain portions of loan performance models, including reconciling historical cash flows with Servicing and tracking historical profits, on a monthly basis * Assist in management of Servicer Collection Reports for US NPL portfolio, including sending templates to Servicing monthly and preparing for upload upon receipt * Respond to ad hoc requests from the Client which may involve creating queries from Access database or custom spreadsheets and presentations * Other duties as assigned

**Experience Required:** * 1-2 years in financial services industry, with a focus on financial analysis, performance measurement, and/or real estate finance **Required Education:** * A bachelor’s degree in Finance, Accounting, Real Estate or quantitative-based field of study * Degree in Finance, Accounting, or Real Estate or related experience and skills **Skills and Core Competencies:** * Good understanding of financial concepts, real estate terminology, and performance metrics * Advanced MS Excel and VBA knowledge required; MS Access and SQL proficiency a plus * Strong analytical and computer skills with a thorough knowledge of Excel including the ability to perform cash flow analyses. Must be able to work efficiently with large datasets to process and present results as requested * Must adhere to processes and procedures but suggest and implement improvements if deficiencies found * Creative problem solving capabilities, often creating solutions rather than following predefined steps * Strong business writing and presentations skills, with ability to interact with clients via phone or in person * Excellent time management and organizational skills, with ability to manage multiple priorities and meet multiple deadlines * Ability to approach work from a “transaction” basis versus “task” basis. * Ability to work in a team environment, yet, to think independently and generate quality work product with little supervision * Attention to detail is a must * Advanced MS Excel and VBA knowledge * MS Access and SQL proficiency a plus