Analyst, Asset Management
SitusAMC Holdings Corporation, Dallas, TX, United States
Member of the Asset Management team that is responsible for managing, monitoring and reporting on the performance of a $90B+ portfolio of largely transitional commercial real‑estate loans. This role will involve working closely with the Situs Asset Management Team and Servicing team to deliver accurate, timely and consistently high‑quality services. Candidates should possess strong analytical skills, advanced Excel skills and a basic understanding of real‑estate finance terminology and performance metrics.
Essential Job Functions
Reconcile and review various reports including monthly portfolio statistics, remittance reconciliations, and quarterly asset reports to ensure high standards of quality, accuracy and completeness.
Monitor the collection of required financial reporting from borrowers, including property operating statements (income statements, balance sheets, aged receivables), rent rolls, STR reports, and guarantor/borrower financials.
Aggregate and compile property level information into portfolio‑wide statistics and presentation materials.
Assist Asset Managers with quarterly lender reports, including inputting financials, updating rent rolls, and obtaining updated market information.
Maintain client watchlists detailing property performance, market trends, recent leasing at the property, and other significant findings.
Analyze property operating statements, noting significant changes in income and expenses.
Review rent rolls, noting any upcoming lease terminations, renewals and free‑rent periods for tenants.
Perform covenant tests regarding debt‑service coverage ratio, debt yield, loan‑to‑value, and guarantor net‑worth hurdles.
Support asset management team in their daily responsibilities.
Assist in preparation of various ad‑hoc reports.
Other activities as may be assigned by your manager.
Qualifications / Requirements
Education: Bachelor’s degree in finance, accounting or related subjects, or equivalent combination of education and experience.
Entry‑level professional with 0–2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
Experience in Commercial Real Estate Asset Management is a plus.
Advanced knowledge in MS Office Suite including Outlook, Excel, PowerPoint and Word.
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.
Experience with ARGUS, DCF valuation models, and sale/lease comps is a plus.
Ability to work in a team environment, think independently, and generate quality work product.
Ability to manage multiple priorities and meet tight deadlines.
Adheres to processes and procedures but suggests and implements improvements when warranted.
Attention to detail is a must.
Strong reading comprehension.
Strong business writing, presentation and interpersonal skills.
Salary: $85,000.00 – $85,000.00 per annum. Additional discretionary bonus may be available at the discretion of senior management.
SitusAMC offers paid time off and paid holidays, as well as medical, dental, vision, life, disability insurance and a 401(k) plan in accordance with applicable policy terms. All full‑time employees are eligible to participate in these benefit plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Know Your Rights. Workplace Discrimination is Illegal.
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Essential Job Functions
Reconcile and review various reports including monthly portfolio statistics, remittance reconciliations, and quarterly asset reports to ensure high standards of quality, accuracy and completeness.
Monitor the collection of required financial reporting from borrowers, including property operating statements (income statements, balance sheets, aged receivables), rent rolls, STR reports, and guarantor/borrower financials.
Aggregate and compile property level information into portfolio‑wide statistics and presentation materials.
Assist Asset Managers with quarterly lender reports, including inputting financials, updating rent rolls, and obtaining updated market information.
Maintain client watchlists detailing property performance, market trends, recent leasing at the property, and other significant findings.
Analyze property operating statements, noting significant changes in income and expenses.
Review rent rolls, noting any upcoming lease terminations, renewals and free‑rent periods for tenants.
Perform covenant tests regarding debt‑service coverage ratio, debt yield, loan‑to‑value, and guarantor net‑worth hurdles.
Support asset management team in their daily responsibilities.
Assist in preparation of various ad‑hoc reports.
Other activities as may be assigned by your manager.
Qualifications / Requirements
Education: Bachelor’s degree in finance, accounting or related subjects, or equivalent combination of education and experience.
Entry‑level professional with 0–2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
Experience in Commercial Real Estate Asset Management is a plus.
Advanced knowledge in MS Office Suite including Outlook, Excel, PowerPoint and Word.
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.
Experience with ARGUS, DCF valuation models, and sale/lease comps is a plus.
Ability to work in a team environment, think independently, and generate quality work product.
Ability to manage multiple priorities and meet tight deadlines.
Adheres to processes and procedures but suggests and implements improvements when warranted.
Attention to detail is a must.
Strong reading comprehension.
Strong business writing, presentation and interpersonal skills.
Salary: $85,000.00 – $85,000.00 per annum. Additional discretionary bonus may be available at the discretion of senior management.
SitusAMC offers paid time off and paid holidays, as well as medical, dental, vision, life, disability insurance and a 401(k) plan in accordance with applicable policy terms. All full‑time employees are eligible to participate in these benefit plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Know Your Rights. Workplace Discrimination is Illegal.
#J-18808-Ljbffr