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Russell Tobin

Commercial Real Estate - Portfolio Reporting Associate

Russell Tobin, New York, New York, us, 10261

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This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range $150,000.00/yr - $175,000.00/yr

Additional compensation types Annual Bonus

Client Our client, a leading alternative asset manager out of the New York City area, is looking to hire a Portfolio Reporting Associate/Senior Associate for their team, being part of the function that oversees the firm's Commercial Real Estate Debt Portfolio. Apply now!

A successful candidate will act as an agile, key member of the Portfolio Reporting team, responsible for analyzing and reporting on a global CRE credit portfolio. Working hand-in-hand with asset management, originations team, investor relations, legal, and other external parties, this opportunity provides individuals a firsthand view into the various reporting and accounting aspects of the portfolio, while also learning about the broader business.

Key Responsibilities

Prepare monthly, quarterly, and annual reporting on the current CRE debt portfolio

Manage ongoing and ad-hoc portfolio analysis and reporting requests

Maintain and enhance internal reporting tools and dashboards

Track key loan and risk metrics, including LTV, DSCR, debt yield, and performance status

Partner with Asset Management, Finance, Investments, and Investor Relations teams

Coordinate with third-party servicers for portfolio data and reporting support

Must Haves

Bachelor’s degree from an accredited institution required

3-6 years of finance experience; particularly in real estate, asset management, portfolio reporting or a related field

Strong technical and analytical acumen, flexibility within differing systems or information technologies (Excel, PowerPoint, Word, etc.)

Strong interest in credit/real estate markets/CRE markets as a whole

Individual must be able to navigate various internal departments, working collaboratively with both US-based and international team members

Nimble, flexible, adaptable, able to run their own projects and manage tasks through ownership & accountability

Has the drive to become a key member of the firm's Portfolio Reporting Function!

HSA, FSA, and more!

$150,000 - 175,000

+ Discretionary Performance Bonus \ Senior Level Associate

Employment Type Full-time

Job Function Analyst, Finance, and Accounting/Auditing

Industries Real Estate, Financial Services, and Investment Management

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