Associate, Portfolio Management, Real Estate Credit
About The Position
The Associate, Portfolio Management, Real Estate Credit will be responsible for managing and monitoring a diversified portfolio of real estate debt investments, with a primary focus on portfolio reviews, business planning, valuation oversight and risk assessment. This role combines analytical rigor with strategic portfolio management to ensure adherence to BREC’s investment objectives. The successful candidate will work cross-functionally with investment, asset management, mortgage loan servicing and legal teams to deliver data-driven insights and maintain disciplined portfolio oversight. The role demands a proactive mindset toward data collection, process optimization and technology enablement to enhance the efficiency, effectiveness and value of portfolio management.
Requirements
- 2–4 years of professional experience, ideally at the Associate level.
- Bachelor’s degree in Finance or Accounting .
- Strong proficiency in PowerPoint and related presentation tools.
- Solid working knowledge of Power BI ; familiarity with Tableau is an asset.
- Comfort building analytical tools and reports in internal systems that may traditionally be done in Excel.
- Exposure to and understanding of real estate products —commercial, retail, or office properties.
Nice To Haves
- Direct valuation experience is not necessary but familiarity with property-level financials is a plus.
Responsibilities
- Support preparation of BREC Quarterly portfolio review, including updates to portfolio composition, overview of Watch/Monitor list, key performance metrics and other significant market updates
- Assist in the annual business planning processes for the real estate credit platform, including forecasting and performance benchmarking of the 5-year plan focused on AUM growth as well as run-off of the existing portfolio
- Prepare quarterly updates to BREC current year origination’s vs plan including calculation of BREC’s fee bearing capital
- Collaborate with senior leadership to align portfolio objectives with firm-wide investment and capital management goals.
- Partner with data and technology teams to design and implement portfolio forecasting and visualization capabilities, leveraging tools such as Anaplan and Power BI to support annual business planning, portfolio reviews, and performance tracking.
- Prepare BREC Quarterly Risk presentation by maintaining line-item detail of Watch and Monitor List’s, working with various counterparties to incorporate quarterly updates and changes vs. prior quarter
- Coordinate with investment asset managers to ensure proactive management of underperforming loans or assets.
- Facilitate initial review of quarterly marks, highlighting major FMV changes from prior quarter and quantifying MTM change across various investment cohorts
- Create standardized framework across BREC for adding/removing positions to the Watch/Monitor list
- Coordinate submission of positions and balances to various valuation vendors for all originated and legacy positions across real estate credit.
- Provide initial review of originated CM Rating quarterly refresh by asset servicing
- Partner with data and technology teams to strengthen data collection and integration through tools such as iLEVEL, enhancing the accuracy, transparency, and consistency of valuation inputs and outputs, and improving ongoing monitoring of valuation marks, Watch and Monitor Lists, and underperforming loans.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
