Overseas Analyst Asset Management
Overseas Analyst Asset Management
ISupport Worldwide- Posted 20 hours ago
- Be among the first 10 applicants
Job Description
Key Responsibilities
- New Loan Onboarding: Confirm document completeness; prepare a list of future recurring tasks; prepare the welcome letter; maintain the contact list
- Borrower Reporting and Monthly Monitoring: Track receipt of Borrower reporting packages; chase missing items; maintain a reporting log; summarize exceptions
- Draw Review and Budget Tracking: Review construction, tax, insurance, and FF&E disbursement requests; reconcile data and invoice backup where AI flagged issues; update the draw and budget tracker after approval; review exceptions and issues with TCGRE deal team members; maintain approval evidence
- Reserve Tracking: Validate Reserve (tax, insurance, FF&E) balances and assumptions; maintain a reserve schedule; elevate any potential future issues with TCGRE deal team members
- Covenant and Guarantor Compliance: Collect and validate Guarantor financial statements against loan covenants; maintain covenant history; prepare the quarterly guarantor financial summary
- Construction Reporting and Milestones: Confirm receipt of construction consultant reports for all construction deals; update the milestone tracker; coordinate missing information
- Property Performance (Leasing and Sales): Maintain a property performance tracker; prepare monthly recurring sales and leasing reports; review settlement statements related to individual condo closings
- Quarterly Portfolio Reporting: Update TCGRE Excel asset management models; produce Quarterly Portfolio Management Report
- 2-5 years of experience in commercial real estate, in particular real estate debt and/or asset management
- Proficient English speaking and writing
- Strong Intermediate Excel financial model literacy
- Excellent process discipline and follow-up habits
- Comfortable using AI tools as a standard part of daily work, while validating outputs against source documents
- Free lunch meal, fruits, snacks, and drinks
- Onsite gym with a free professional instructor
- Weekly fitness activity and an annual fitness challenge where you can win up to 70,000 PHP
- Weekly engagement activities with prizes that are up to 3,000 PHP
- Free upskilling academy to improve your performance and skillset
- State-of-the-art facilities from toilets to your workstation
- Amenities such as sleeping quarters, game area, chat room, shower room
More Info
Key Skills
AI tools
Excel financial model literacy
About Company