Sr. Analyst, Asset Management, Debt & Alternatives

Senior Analyst, Debt & Alternatives Asset Management

Location: Onsite, New York, NY

The Senior Analyst, Debt & Alternatives Asset Management is part of Harbor Group's Asset Management group, which manages all the company's direct equity, preferred equity, and debt portfolio investments.

The Senior Analyst is responsible for providing analytical and administrative support for a variety of asset management functions across the company's real estate debt investment portfolio.

Reporting directly to the Head of Debt & Alternatives Asset Management, the Asset Management Senior Analyst will work closely with the Asset Management team and interact with other corporate teams including Transactions, Investor Relations, and Accounting.

The location for this position is Harbor Group's office in New York City.

Key Role Responsibilities:



* Provide monthly financial and variance analysis for the whole loan, mezzanine loan, preferred equity, and debt securities portfolio as well as general loan servicing support.


* Oversee all aspects of the assigned debt and alternative investments portfolio.


* Provide ad hoc asset level and portfolio level financial analysis, cash flow forecasting, and market research.


* Prepare and circulate monthly asset management reports for each investment.


* Develop a working knowledge of leases, loan documents, partnership agreements, and other agreements to assist with general responsibilities.


* Participate in the administration and management of CLO initiatives and other credit facilities relating to the whole loan portfolio.


* Compile and review Real-Insight online platform reports to populate and analyze the KFRED bond portfolio.


* Participate in monthly calls to review loans with special servicers.


* Oversee and maintain key dates tracking report; keep loan files up to date; follow up with borrowers to ensure all reporting and other obligations are current.


* Support quarterly investor reporting activities and assist with Q&A with the investor relations group.


* Assist in the underwriting review, documentation, monitoring before loan closings.


* Assist in the preparation and review of monthly draw requests.


* Assist on annual loan and due diligence site visits.


* Additional duties or job functions that can be performed safely may be required as deemed necessary by Harbor Group International.

Primary Requirements Include:



* Bachelor's degree is required.


* Minimum of 2 to 4 years of relevant experience in real estate and/or finance; experience in a debt platform overseeing senior and mezzanine loans preferred.


* Previous real estate financial analysis and modeling experience, preferred.


* Knowledge of real estate accounting and financial statement analysis, preferred.


* Experience abstracting loan documents and leases, preferred.


* Superior analytical and problem-solving skills.


* An investment mindset with a thorough ...