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Commercial Real Estate - Portfolio Reporting Associate

Job in New York, New York County, New York, 10261, USA
Listing for: Russell Tobin
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Analyst, Real Estate Finance, Portfolio Manager, Financial Reporting
Job Description & How to Apply Below
Location: New York

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

$/yr - $/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,
  • + Discretionary Performance Bonus
  • enior 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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Position Requirements
10+ Years work experience
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