Brio Real Estate, a Blackstone Portfolio Company
Senior Associate, Asset Management
Brio Real Estate, a Blackstone Portfolio Company, Atlanta, Georgia, United States, 30383
Senior Associate, Asset Management
Oversee a diversified portfolio of intricate debt investments secured by various types of commercial real estate, including ground‑up constructions, renovations, and capital improvements across major U.S. markets. Responsibilities
Interpret complex loan agreements to accurately apply loan terms in asset management activities. Work closely with various internal teams to streamline asset servicing and ensure precise and prompt reporting. Oversee the draw process, ensuring all pre‑funding conditions are met in line with credit agreements for construction, leasing, and capital expenditures. Facilitate the funding process in collaboration with lenders, their syndicates, co‑lenders, and note‑on‑note financiers. Analyze lease proposals, drafting recommendation memos for clients. Engage with external consultants, including legal advisors, title agents, brokers, leasing/sales agents, and construction experts. Employ a range of software and applications to manage and monitor data related to properties, borrowers, and asset performance. Organize and assess monthly financial statements from borrowers, along with other required reports. Manage the collection and evaluation of annual operating and capital budgets. Assess the ongoing performance of operating properties by reviewing rent rolls, operating statements, and collection reports. Evaluate proposed cash management distributions to ensure accurate application according to cash flow waterfalls. Conduct regular covenant compliance checks as per loan documentation (e.g., Debt‑Yield, Loan‑to‑Value, Debt Service Coverage Ratio). Generate and maintain monthly asset reports and quarterly reporting packages that include analysis of investment performance. Coordinate with the tax and insurance teams to oversee insurance coverage, tax payments, and escrow requirements. Approve annual operating and capital budgets as well as proposed tenant leases. Mentor financial analysts, fostering their professional development and enhancing their skills. Required Qualifications
Bachelor's degree in finance, accounting, real estate, or a related discipline required. 3+ years of experience in debt asset management or loan servicing is mandatory. Must have proficiency in Microsoft Excel, Word, and Outlook. Demonstrated understanding of complex commercial real estate structured‑finance transactions is essential. Knowledge of commercial real estate transactions, industry terminology, and capital markets is required. Exceptional communication abilities, including the capacity to articulate complex ideas clearly in both writing and speech. Skilled in interpreting intricate credit and legal documentation. Strong analytical capabilities and mathematical proficiency are crucial. The candidate should possess the ability to manage multiple tasks simultaneously and adhere to deadlines. Team‑oriented, ready to collaborate and contribute to collective goals. Advanced proficiency in Excel, including ability to build complex Excel worksheets preferred. Ability to travel 10-15%. EEO Statement
Brio Real Estate is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations; if you need an accommodation to complete the application process, please email talent@revantage.com.
#J-18808-Ljbffr
Oversee a diversified portfolio of intricate debt investments secured by various types of commercial real estate, including ground‑up constructions, renovations, and capital improvements across major U.S. markets. Responsibilities
Interpret complex loan agreements to accurately apply loan terms in asset management activities. Work closely with various internal teams to streamline asset servicing and ensure precise and prompt reporting. Oversee the draw process, ensuring all pre‑funding conditions are met in line with credit agreements for construction, leasing, and capital expenditures. Facilitate the funding process in collaboration with lenders, their syndicates, co‑lenders, and note‑on‑note financiers. Analyze lease proposals, drafting recommendation memos for clients. Engage with external consultants, including legal advisors, title agents, brokers, leasing/sales agents, and construction experts. Employ a range of software and applications to manage and monitor data related to properties, borrowers, and asset performance. Organize and assess monthly financial statements from borrowers, along with other required reports. Manage the collection and evaluation of annual operating and capital budgets. Assess the ongoing performance of operating properties by reviewing rent rolls, operating statements, and collection reports. Evaluate proposed cash management distributions to ensure accurate application according to cash flow waterfalls. Conduct regular covenant compliance checks as per loan documentation (e.g., Debt‑Yield, Loan‑to‑Value, Debt Service Coverage Ratio). Generate and maintain monthly asset reports and quarterly reporting packages that include analysis of investment performance. Coordinate with the tax and insurance teams to oversee insurance coverage, tax payments, and escrow requirements. Approve annual operating and capital budgets as well as proposed tenant leases. Mentor financial analysts, fostering their professional development and enhancing their skills. Required Qualifications
Bachelor's degree in finance, accounting, real estate, or a related discipline required. 3+ years of experience in debt asset management or loan servicing is mandatory. Must have proficiency in Microsoft Excel, Word, and Outlook. Demonstrated understanding of complex commercial real estate structured‑finance transactions is essential. Knowledge of commercial real estate transactions, industry terminology, and capital markets is required. Exceptional communication abilities, including the capacity to articulate complex ideas clearly in both writing and speech. Skilled in interpreting intricate credit and legal documentation. Strong analytical capabilities and mathematical proficiency are crucial. The candidate should possess the ability to manage multiple tasks simultaneously and adhere to deadlines. Team‑oriented, ready to collaborate and contribute to collective goals. Advanced proficiency in Excel, including ability to build complex Excel worksheets preferred. Ability to travel 10-15%. EEO Statement
Brio Real Estate is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations; if you need an accommodation to complete the application process, please email talent@revantage.com.
#J-18808-Ljbffr