Sr. Analyst, Asset Management, Debt & Alternatives
- Provide monthly financial and variance analysis for the whole loan, mezzanine loan, preferred equity, and debt securities portfolio as well as general loan servicing support.
- Oversee all aspects of the assigned debt and alternative investments portfolio.
- Provide ad hoc asset level and portfolio level financial analysis, cash flow forecasting, and market research.
- Prepare and circulate monthly asset management reports for each investment.
- Develop a working knowledge of leases, loan documents, partnership agreements, and other agreements to assist with general responsibilities.
- Participate in the administration and management of CLO initiatives and other credit facilities relating to the whole loan portfolio.
- Compile and review Real-Insight online platform reports to populate and analyze the KFRED bond portfolio.
- Participate in monthly calls to review loans with special servicers.
- Oversee and maintain key dates tracking report; keep loan files up to date; follow up with borrowers to ensure all reporting and other obligations are current.
- Support quarterly investor reporting activities and assist with Q&A with the investor relations group.
- Assist in the underwriting review, documentation, monitoring before loan closings.
- Assist in the preparation and review of monthly draw requests.
- Assist on annual loan and due diligence site visits.
- Additional duties or job functions that can be performed safely may be required as deemed necessary by Harbor Group International.
- Bachelor's degree is required.
- Minimum of 2 to 4 years of relevant experience in real estate and/or finance; experience in a debt platform overseeing senior and mezzanine loans preferred.
- Previous real estate financial analysis and modeling experience, preferred.
- Knowledge of real estate accounting and financial statement analysis, preferred.
- Experience abstracting loan documents and leases, preferred.
- Superior analytical and problem-solving skills.
- An investment mindset with a thorough understanding of financial calculations such as NPV, DCF, and IRR.
- Proficiency with MS Excel and Word required, proficiency with Argus, MRI and Real Insight a plus.
- Good written and verbal presentation and communication skills.
- A team player who can operate effectively within a matrix management environment.
- Excellent organizational and time management skills.
- Ability to balance competing priorities. Able to work with time sensitive, detail-oriented
- Competitive Salaries & Bonuses
- Medical, Dental & Vision Plans
- 401(k) Plan with Employer Matching Contributions
- Paid Personal Time & Holidays
- Flexible Spending Accounts
- Free Long-Term Disability
- Free Life Insurance
- Short Term Disability
- Health Savings Account with Employer Contributions
- Wellness Perks
- FinFit Health Finance Program
- Employee Apartment Discount
- Employee Referral Program
- Employee Recognition & Awards
- Employee Assistance Program
- Volunteer & Community Service Opportunities
- Tuition Reimbursement
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