Investor Associate - Belmont Search

This role covers a large volume of reporting requirements. The Reporting Analyst will interact internally with the Loan Administration, Asset Management and IT teams, as well as externally with clients to help complete their tasks.

Key responsibilities:

• Preparation of private side reporting in conjunction with the Primary Team.
• Provide support and back up on the reporting for the CMBS book.
• Assemble companywide stats to assist with the production of pitch books, marketing materials and data requests.
• Provide support and back up in preparing quarterly risk review reports, liaise with the AM’s to ensure covenants, KPI’s and commentary are updated ahead of internal review process.
• Provide back up and assist with the pre IPD process, liaise with AM’s and loans admin in the preparation of loan level reports and servicing fee invoices.
• Liaise with AM’s in preparing for the investor-reporting package at bond, loan and asset level and assemble initial drafts of the reporting.
• Assist with ‘additional duties’ required under the servicing agreement, monitoring of finance parties ratings, maintaining insider lists.
• Help prepare and collate information to produce marketing materials, pitch books and RFP’s for the business units as and when required.

Key requirements:

• Advanced Excel (work with financial models and scenario analysis).
• Good knowledge of Microsoft Office (basic Power BI).
• Problem Solving Skills.
• Aptitude and tenacity in dealing with changes to requirements.
• The candidate must be able to organise their day and perform several tasks on a timely basis, working in a team environment with good communication (both written and oral).
• It is also important for the candidate to be well versed in data management strategies and techniques and be proficient with desktop applications including Excel (to an advanced level), PowerPoint and Word with an aptitude to learn and become proficient using internal technology, reporting and record keeping systems.
• Knowledge of Bloomberg is also beneficial but not a necessity.
• The candidate will have basic knowledge of loans and most importantly be committed, diligent, willing to learn and apply themselves and be an active and vocal member of the team in promoting best practices and ideas.