Portfolio Management Analyst, Debt Investment Group
4 weeks ago
We are seeking an Analyst to join our Debt Investment Group in Farmington, Connecticut. The Analyst position is expected to monitor the performance of assigned commercial real estate borrowers within Kennedy Wilson’s construction/bridge portfolio, identify deviations from agreed upon performance, and take the appropriate remedial steps. The Analyst should strive to understand the client’s operating performance and needs, and work to build strong working relationships with clients, and other constituents. The Analyst will work closely with a Vice President to assess client credit risk on a portfolio of existing commercial real estate loans. This position would report directly to a Director, Debt Investment Group.
Kennedy Wilson has a successful track record of investing in debt opportunities alongside partners in our key markets across the globe. The debt-related investments include originating loans, primarily senior construction loans secured by high-quality real estate in the U.S as well as acquiring loans from financial institutions and other lenders.
Company:
Founded in 1977, Kennedy Wilson is global real estate investment company headquartered in Beverly Hills, CA with 13 global offices. We own, operate and invest in real estate on our own and through our investment management platform. We focus on multifamily, office and industrial properties located in the Western United States, U.K, and Ireland. For further information on Kennedy Wilson, please visit
Key Responsibilities:
Tracking and analyzing the performance of assigned deals within the lender's commercial real estate portfolio, which includes both bridge and construction loans. Tasks include monitoring delinquencies, construction progress, lease-up, and market trends.
Working closely with borrowers to address any issues or challenges that may arise during the construction phase such as cost overruns, delays, or changes in market conditions to ensure successful project completion and loan repayment.
Identifying any potential risks and developing strategies to mitigate these risks.
Generating reports and risk assessments on loan performance, including key metrics such as loan-to-value ratios, debt service coverage ratios, and debt yields, to senior management and other stakeholders.
Prepare and organize required reports, memos, and other necessary documentation in a timely manner.
Building and maintaining relationships with borrowers, investors, and other stakeholders to foster collaboration and facilitate effective portfolio management strategies.
Adhering to internal Policies and Procedures relative to reporting requirements, risk management standards, and accounting principles.
Performing special projects as needed for the management team.
Traveling periodically to borrower sites to assess and monitor the property condition and/or construction progress.
By incorporating these portfolio management responsibilities, the Analyst contributes to the overall success and stability of the lender's commercial real estate portfolio.
Qualifications:
Bachelor’s degree in Accounting, Finance, or Economics preferred.
1-3 years of total experience in commercial real estate, (commercial bank, investment bank, private equity, specialty finance, real estate finance, mezzanine firm, developer, or brokerage firm). Internship experience will be considered.
Strong knowledge of Microsoft Word, Excel, PowerPoint and other similar platforms.
Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements).
Ability to multi-task in a fast-paced environment.
Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses.
Superior interpersonal, writing, and oral communication skills.
Ability to travel on short notice.
Team player, ability to work within cross-functional teams.
Takes initiative and works with minimal oversight; proactively addresses problems with regards to work product, process, and personnel.
Compensation Package:
Competitive Base Salary & Discretionary Bonus.
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