Real Estate Finance Specialist

1 day ago


New York, New York, United States Robertson & Company Ltd. Full time
Job Title: Real Estate Finance Analyst

Robertson & Company Ltd. is seeking a skilled Real Estate Finance Analyst to join our team in Lower Manhattan, New York. As a key member of our real estate department, you will be responsible for assisting with daily operations, including transaction analysis, credit applications, and closing documentation.

Key Responsibilities:

  • Manage onboarding and ongoing support for new and existing clients as part of the KYC program.
  • Utilize the internal rating model to evaluate new and existing transactions.
  • Contribute to various projects and reports, such as management, loan exposure, and risk reports.
  • Develop marketing materials and real estate presentations.
  • Conduct market research and prepare loan submission documents.
  • Update and maintain reports on the pipeline, portfolio, and loan collateral.
  • Coordinate with and pay third-party vendors.
  • Organize and maintain records and documentation.
  • Oversee loan portfolio compliance, financial statement and property reporting, and collateral monitoring.
  • Track important dates and prepare required reports.
  • Work with the Settlements Department for loan servicing and administration.
  • Support ongoing loan portfolio management, including compliance reviews and loan draw requests.

Requirements:

  • Proficiency in MS Word, Excel, Argus, PowerPoint, and OSPlus.
  • Understanding of real estate lending, due diligence, and loan underwriting.
  • Experience in financial data analysis, real estate fundamentals, legal documentation, bank operations, and credit approval processes.
  • Excellent oral and written communication skills; bilingual in German and English.
  • Strong analytical and reporting skills.
  • Candidates with ongoing (part-time) or recently completed bachelor's degrees in relevant fields are encouraged to apply.

Only those who are qualified will be contacted.



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