Portfolio Manager

2 weeks ago

New York, United States ORIX USA Full time
Skills:
  • Ability to form and manage working relationships in a team environment
  • Multifamily Credit
  • Organization
  • Modeling and valuation
  • Time management
Purpose and Job Summary:

The Real Estate Investment Strategies (REINS) Portfolio Management team of Lument is seeking to add a Portfolio Manager to be involved in the management of the new loan origination process. Reporting to the head of Portfolio Management, this new role will support REINS in evaluating and negotiating new loans for investment through internal/external relationship management, front-end screening, market intelligence and syndication as needed

Essential Duties and Responsibilities:
  • Review/Screen investments packages provided by internal/external relationships.
  • Cultivate and manage both internal and external relationships through the full new loan origination process.
  • Aid in deal negotiation and structuring from an investor's lens.
  • Manage existing syndication relationships and form new relationships.
  • Regular outreach to educate stakeholders on REINS investment strategy.
  • Actively track market pricing/credit color on new loan origination.
  • Work with credit and asset management to coordinate external financing or sale of REINS loans to affiliated capital partners.
  • Work professionally and harmoniously with team, coworkers and external relationships.
  • Travel Requirements - 10%
  • Other projects and duties as assigned.
Education, Skills and Experience:

Required:
  • Bachelor's degree from an accredited college or university with a focus in Finance, Business or Real Estate preferred; an MBA with Finance or Accounting concentration a plus, and credit trained individuals are preferred.
  • 7+ Years of Multifamily debt investment experience.
  • Working knowledge and understanding of Multifamily credit and the origination process. Familiarity with agency lending requirements.
  • Demonstrated relationships across the Multifamily investment / lending industry.
  • Working knowledge and understanding of real estate valuation and advanced cash flow modeling via Excel
  • Familiarity with CLO's, agency loans, bridge loans, CMBS and the overall credit markets preferred
  • Team player with the ability to effectively manage negotiation and processes with various stakeholders involved.
  • Advanced knowledge of Microsoft Office.
  • Excellent organizational, communication, presentation, and interpersonal skills.
  • Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously.
  • Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities.
  • Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team.
  • Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment.


Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

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