Portfolio Analyst
Berkadia16 hours ago
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OnsiteFull-timeMid
Summary
Berkadia is seeking a Portfolio Analyst to join their team in Ambler, PA. The role involves detailed analysis and management of investment portfolios within the commercial loan servicing platform.
About the Role
As a Portfolio Analyst, you will be responsible for monitoring portfolio performance, conducting market research, analyzing financial data, preparing reports for stakeholders, and providing recommendations based on risk assessments. You will collaborate with portfolio managers to optimize investment strategies and ensure compliance with regulatory requirements while staying updated on market trends.
About You
Required:
- 3+ years of experience in a similar position.
- High proficiency in Microsoft Office (Outlook, Word, Excel) and familiarity with mortgage industry-specific applications.
Preferred:
- Strong customer service orientation within a risk management/asset management context.
- Exceptional organizational skills and the ability to multitask effectively in a fast-paced environment.
Benefits
- Monthly paid volunteer hours and donation matching to benefit our communities.
- Up to 12-weeks of fully paid parental leave.
- Mental health care, including free counseling sessions.
- Generous tuition reimbursement.
Berkadia
Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets. Our unique ownership structure allows us to put our clients’ interests first and create a marketplace that delivers a superior experience. To learn more about Berkadia, please visit www.berkadia.com
Ambler, PA