Guggenheim Investments
Finance
RealEstatePortfolioManagementAnalyst(Analyst)
“Real Estate Portfolio Management Analyst (Analyst) at Guggenheim Investments. Skills: credit research, analysis, financial reporting, investment performance reports, risk assessments. maintaining market coverage across all commercial real estate subsectors. conducting detailed security level analysis”
Industry & Context.
credit research; analysis; cash flow analysis; performance analysis; exit risk/stress analyses
Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.
What They're Looking For.
Must Have
Analyst (0-2 years) experience in credit research or analysis, Undergraduate degree with academic performance, credit, finance, economic, business, and technical skills, Advanced Excel skills are required, written and verbal communication skills, Ability to multi-task across analytical, administrative, and research activities in a meticulous and timely manner, commitment to performance and accuracy of work product, Collaborative individual with ability to work independently and work well with diverse groups in a market-paced environment
Nice to Have
Familiarity with Commercial Real Estate Finance Council underwriting standards, Internship experience in alternative investments to include real estate, infrastructure, or private equity, Experience with industry standard tools and data products such as Rockport, Blackrock Reporting System, or Alladin, SQL, Python skills are a plus, CFA designation or progress toward CFA
What You'll Do.
maintaining market coverage across all commercial real estate subsectors
conducting detailed security level analysis
Facilitate and prepare financial reporting
investment performance reports
and risk assessments on a periodic and ad hoc basis
Prepare covenant calculations
exit risk/stress analyses
and other analysis to facilitate credit review
Summary review of transaction documents from both a credit and a servicing perspective
Updates on initial underwriting when credit issues arise
Property specific research encompassing both the local and national market
Research special projects as tasked and defined by senior real estate investment professionals
Support internal stakeholders on pricing
Coordinate and manage Borrower credit requests on existing investments
including modifications and workouts
Prepare CML and CTL trade documentation for the Investment Grade Corporate Trading desk to formally enter into the system of record
Coordinate with and support GI Legal on counsel engagements to include transaction closing and transaction surveillance requirements
Attends Investment Committee meetings and maintains minutes and credit approvals
How You'll Work.
Team & Collaboration
regular interaction with front office portfolio managers, operations, accounting, transaction sponsors, and third-party servicers; Collaborate with Client Service Support and front office portfolio managers to respond to client questions; work well with diverse groups
Communication Scope
written and verbal communication skills
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