Real Estate Portfolio Management Analyst (Analyst)

Descripción del puesto:

Position Summary

Guggenheim Investments is seeking a Real Estate Portfolio Manager. The role will focus on Commercial Mortgage Loans, Credit Tenant Leases, and Equity Transactions. The employee is responsible for maintaining market coverage across all commercial real estate subsectors and conducting detailed security level analysis. This position is collaborative and will involve regular interaction with front office portfolio managers, operations, accounting, transaction sponsors, and third-party servicers. The employee will report to the senior Real Estate Portfolio Manager, and will work in the firm's Clayton, MO office full-time.

Responsibilities

Key Responsibilities

* Facilitate and prepare financial reporting, investment performance reports, and risk assessments on a periodic and ad hoc basis for review and approval by senior portfolio managers. These reports include but are not limited to the following:
* Prepare covenant calculations, cash flow analysis, performance analysis, exit risk/stress analyses, and other analysis to facilitate credit review
* Summary review of transaction documents from both a credit and a servicing perspective
* Updates on initial underwriting when credit issues arise (i.e., update market rental rates or vacancies, update cash flow projections and exit analysis from original underwriting)
* Property specific research encompassing both the local and national market
* Research special projects as tasked and defined by senior real estate investment professionals
* Support internal stakeholders on pricing, performance, valuation, and reporting
* Collaborate with Client Service Support and front office portfolio managers to respond to client questions
* Coordinate and manage Borrower credit requests on existing investments, including modifications and workouts
* Prepare CML and CTL trade documentation for the Investment Grade Corporate Trading desk to formally enter into the system of record
* Coordinate with and support GI Legal on counsel engagements to include transaction closing and transaction surveillance requirements
* Attends Investment Committee meetings and maintains minutes and credit approvals

Qualifications

Basic Qualifications:
* Analyst (0-2 years) experience in credit research or analysis
* Undergraduate degree with strong academic performance
* Strong credit, finance, economic, business, and technical skills
* Advanced Excel skills are required
* Strong written and verbal communication skills
* Ability to multi-task across analytical, administrative, and research activities in a meticulous and timely manner.
* Strong commitment to performance and accuracy of work product
* Collaborative individual with ability to work independently and work well with diverse groups in a market-paced environment
Preferred Qualifications
* Familiarity with Commercial Real Estate Finance Council underwriting standards
* Internship experience in alternative investments to include real estate, infrastructure, or private equity
* Experience with industry standard tools and data products such as Rockport, Blackrock Reporting System, or Alladin
* .SQL, Python skills are a plus
* CFA designation or progress toward CFA

We are not seeking agency assistance with this role.

We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.

Salary Range

Annual base salary between$110,000.00-$125,000.00

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation