Job Description

Credit Analyst

Position Summary: The Credit/Portfolio Analyst supports the management and optimization of commercial real estate assets by providing in-depth financial analysis, performance tracking, and reporting. This role works closely with asset managers, finance teams, and executives to deliver actionable insights for investment decisions and portfolio strategy.

Key Responsibilities:

• Collect and analyze financial and operational data for a portfolio of commercial real estate assets.
• Develop and maintain reporting tools to monitor key performance indicators (KPIs), lease analytics, occupancy rates, and revenue trends.
• Assist in preparing quarterly and annual portfolio review presentations for senior management and stakeholders.
• Support budgeting, forecasting, and valuation processes for property acquisitions, dispositions, and refinancing.
• Collaborate with asset managers to identify opportunities for value enhancement, risk mitigation, and operational efficiency.
• Research market conditions, demographic trends, and comparable properties to inform underwriting and investment strategy.
• Ensure accurate tracking of leases, rent rolls, and tenant-related financials using property management systems.
• Prepare ad-hoc analysis and scenario modeling for investment, asset management, and strategic planning activities.
• Maintain up-to-date knowledge of real estate market trends, regulatory changes, and industry best practices.

Qualifications:

• Bachelor’s degree in finance, real estate, accounting, economics, or related field.
• 2+ years of experience in financial analysis, real estate, or investment management, preferably within commercial real estate.
• Advanced proficiency in Excel, PowerPoint, and financial modeling; experience with ERP or property management software (e.g., Yardi, MRI) is a plus.
• Strong analytical, problem-solving, and quantitative skills.
• Excellent communication and organizational abilities.
• Ability to manage multiple priorities and work collaboratively in a team environment

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