Associate - Loan Portfolio Manager (Real Estate)

Our client, a real estate private debt fund, seeks an experienced associate to join it's loan portfolio management team.

The firm has a manadate to provide senior and mezzanine loans (up to 80% LTV) to real estate investors in the UK, Ireland and Continental Europe.

The role will be focused on proactively monitoring and managing a diverse, complex portfolio of commercial real estate loans, analysing performance, managing borrowers, making recommendations and preparing reports.

Key responsibilities:

Investment Management

• Support investment closings, financing, restructurings and exit activities
• Proactively monitor borrower/asset/market level performance and generate reports and investor recommendations in connection with a diverse, complex portfolio of commercial real estate investments
• Monitor loan covenant calculations, income / costs and budget vs actual reports prepared by the borrowers
• Maintain close relationship with the borrowers/local operators: meet frequently, discuss key activity, understand both quantitative and qualitative data, support the Head of Portfolio Management in routine management
• Monitor insurance renewals
• For stabilised and less complex assets act as key contact under Head of Portfolio Management guidance
• Assist with analysis, negotiation and recommendations for restructuring of non-performing loans
• Support the sourcing and appointment of third-party service providers to maintain due diligence for investments; manage, assess and improve the services provided
• Assist in the management of internal approval processes (Preliminary/Final Investment Committee, Quarterly Investment Committees and Board meetings, etc)

Reporting

• Implement, operate and track reporting timetables
• Execute/ensure ongoing data validation and reconciliation process to confirm the completeness and accuracy of reportable data
• Support the collation, analysis, and management of information and the production of transparent investor reporting
• Analyse reporting data to draw conclusions to make recommendations and help define and drive investment strategy; coordinate with data analysts to create solutions for reporting on bespoke information
• Work closely with internal data analyst to drive automation of reports

Candidate profile:

• Minimum of 2 years of real estate experience gained in either a bank, alternative lender, or a servicer
• Strong analytical, quantitative, research and problem-solving capabilities
• Highly proficient user of Microsoft Excel, Word and PowerPoint with verifiable skill level
• Excellent analytical, organisational, interpersonal, oral, and written communication skills required
• General understanding and strong interest in real estate, capital markets, and debt investments
• Desire to work in a dynamic, collaborative and high-standards environment
• Self-motivated and team-oriented, with strong time management skills to prioritise competing deadlines

The salary on offer is up to £55,000 + bonus + benefits.