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Portfolio Analyst New York City, New York

Full Time
Real Estate Field
  • Finance / Investment
New York
Postal Code
United States

This job is no longer active.


Real Estate Investment Group - Commercial Real Estate

Ullico, Inc., one of the nation’s largest sources for real estate first mortgage financing, is actively recruiting a Portfolio Analyst to join a group that manages a $3.6 billion portfolio of commercial mortgage loans.  Ullico’s Real Estate Investment Group offers construction and permanent debt financing for commercial real estate.  This opportunity is located in our New York City, New York office.

The successful candidate will:

* Maintain overall statistics and financial performance analysis for the mortgage portfolio. Summarize and analyze reports for mortgage loans to include, but not limited to: analyzing operating statements on properties, obtaining financial background on properties, annual reviews, and project variance reports. Prepare quarterly portfolio statistics detailing geographic and product concentrations.  Evaluate and recommend changes to reports to provide efficient and applicable information to management.

* Perform various analyses related to financial performance to include: cash flow projections, cash flow variance analysis, business operations "driver" analysis (critical success factors) and analysis of comparative performance with other companies in industry.

* Assist, coordinate and prepare financial projections for real estate and mortgage portfolio as required for internal reporting and external filing for both statutory and GAAP, as applicable. 

* Assist in oversight and follow-up on underwriting portions of loans to ensure all provisions are being adhered to.

* Prepare, secure approval and maintain portfolio data including monthly reports such as the J and W1 Portfolio Valuation, Performance Comparison, Property Income and Expense analysis for House Accounts and quarterly reports such as Appraisal Status, Annual Reviews, Portfolio Characteristics and General Account Valuation.

* Monitor individual asset reports due to VP from Regional Vice President such as Construction Status reports, Multi-Family Sales Status reports and Watch List reports.  Prepare and submit to SVP for review and approval the same reports, when applicable, for House Accounts.

* Undertake ad hoc project and reports.  Assist SVP/VP in the preparation of internal and external presentations.

Bachelor's degree in Finance, Economics, or related field, with either Real Estate Finance related coursework or 1 to 3 years’ experience in commercial real estate loan underwriting, including a working knowledge of discounted cash flow and net present value modeling. An intermediate knowledge of Word, Excel and PowerPoint is required.  Familiarity with Argus is a plus. Strong analytical, communication and presentation skills will be critical to the candidate’s success, as they will have significant interaction with senior Ullico and borrower management, mortgage brokers, and other industry participants. 

We offer a competitive starting salary and an outstanding benefits package including health/dental/vision, 401(k) and pension plan.  For immediate consideration please forward your cover letter and resume, including salary history (please include position title in the subject line). Fax 202/962/8857. Ullico is an Equal Opportunity Employer.  Ullico participates in E-Verify.

Job Functions

  • Finance
  • Financial Analysis
  • Portfolio Management

Job Sector

Not specified



1+ to 2 years

This job is no longer active.

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