Associate Director, Portfolio Analytics

ORIX Group•Chicago, IL

1d•$180,000 - $200,000•Hybrid

About The Position

ORIX’s Real Estate Investment Strategies (REIS) Portfolio Management team is seeking a Portfolio Analytics lead to own the data, analytics, reporting, and process design that inform Portfolio Management and Capital Markets activities across non-agency commercial real estate investments, including CRE CLOs, warehouse and repo facilities, and third-party investment vehicles. Reporting to the head of Portfolio Management, this new role supports the REIS Portfolio Management team as its investment mandates and financing vehicles expand and as the platform evolves its technology. The role will help shape the data and systems foundation used by the platform. The Associate Director will own the platform’s analytics engine, market intelligence, reporting, and information flow. The role will build and maintain models, dashboards, and investor performance materials; support Capital Markets and Portfolio Management processes; improve systems and data workflows; and lead adoption of AI tools for analysis and reporting. The position has a 5% travel requirement and includes other projects and duties as assigned.

Requirements

Bachelor’s degree from an accredited college or university, focused in Finance, Business, Real Estate, Data Analytics, or a related field.
At least 5 years of experience in commercial real estate, lending, or portfolio management, with a demonstrated focus on data analytics such as loan-level data, collateral, and reporting.
Proficiency with Power BI, SQL, and advanced Excel.
Working knowledge of multifamily/commercial real estate credit, capital markets, and basic origination processes.
Ability to structure and maintain large datasets, develop analytics dashboards, and streamline data workflows that enhance portfolio management processes.
Strong communication and interpersonal skills to coordinate across teams and present complex information clearly and concisely.
Excellent organizational and project management skills, including prioritizing multiple assignments and meeting critical deadlines in a fast-paced environment.
Discretion and ability to maintain confidentiality in business matters.
Team-oriented, flexible, and solution-focused approach, with ability to adapt quickly to changing priorities and demands.
Advanced knowledge of Microsoft Office (Word, PowerPoint, and Outlook), including producing professional reports and presentations.

Nice To Haves

Advanced degree (MBA or MS) in a quantitative discipline.
Familiarity with Python or other data management tools.
Familiarity with CRE CLOs, warehouse/repo financing, CMBS, and bridge loans.
Experience with loan administration or servicing platforms, data warehouses, systems implementations, or data migrations.

Responsibilities

Own the platform’s analytics engine, from data sources and semantic model through the BI dashboards used by leadership, coordinating with Asset Management, Originations, and other departments.
Represent the business during systems evolution, ensuring new tools work for stakeholders in coordination with IT and third-party systems integrators.
Build market intelligence for a 35-person group, including market pricing and market health models.
Design and manage information flow to Portfolio Management, including process documentation, checklists, RACIs, and data-quality controls across systems.
Support Capital Markets and front-end Portfolio Management processes.
Maintain and enhance loan-, portfolio-, and fund-level data analytics and reporting.
Build fund, portfolio, and capital markets models, primarily in Excel, to support new mandates, financing vehicles, and investor discussions.
Own the platform’s track record and performance narrative for investors and leadership, including quarterly production and underlying models.
Track and forecast capital movement, including financing capacity, advance rates, and expected closings, fundings, and payoffs, in partnership with Capital Markets.
Automate recurring manual processes and reduce reliance on individually held files and credentials.
Lead adoption of AI tools to enhance analysis and reporting workflows.
Prepare decision materials for leadership and committees on portfolio, liquidity, and performance.
Travel approximately 5%.
Perform other projects and duties as assigned.