Analyst, Pension Fund Advisory

SitusAMC•Roseville, CA

1d•$70,300 - $75,000

About The Position

This position will be responsible for assisting with the process of loan administration for commercial real estate, where SitusAMC is overseeing a borrowing program for our institutional pension fund clients. In addition, this involves preparing financials, reviewing borrowing requests, preparing documents, verifying outgoing and incoming payments, invoicing, and preparing monthly, quarterly and annual financial reporting. The candidate will need experienced with financial reports and to be very proficient in excel, and assist with creating efficient models.

Requirements

Bachelor’s degree in Accounting and/or Finance or equivalent combination of education and experience
Mid-level professional with 2-4 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
Prior financial experience or applicable experience of 1+ years
Excellent communication and teamwork skills
Attention to detail and analytically minded
Ability to meet deadlines, self-motivated, and execute at a high level
Desire to grow as a professional
MS Office Suite including Outlook, Excel, Power Point and Word

Responsibilities

Assist with the borrowing program
Produce on time deliveries
Help execute financials, invoicing, and financial reporting and client consulting engagements through implementation of organizational and technical skills
Communication/coordinate with clients and co-workers
Review borrowing requests, outgoing and incoming payments
Develop monthly, quarterly and annual financial reporting and other deliverables
Resolve non-compliant issues through verbal and written communication
Work independently on projects and also collaborate ‘face to face’ as a team player
Other activities as may be assigned by your manager