What are the responsibilities and job description for the Portfolio Analyst position at Berkadia Services India Private Limited?
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New
Portfolio Analyst
Scottsdale, Arizona, United States
Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer?
Join Berkadia's loan servicing platform and learn from the best of the best at the largest U.S. non-bank commercial mortgage servicer in the industry. We provide the personal and professional development opportunities you need to impact the commercial real estate industry, build a career that takes the long view, and reach your full potential. Be Your Best Self. Be Berkadia.
The Portfolio Analyst is responsible for the detailed analysis and management of investment portfolios. This role involves monitoring portfolio performance, conducting market research, and analyzing financial data to make informed investment decisions. The analyst also prepares reports for stakeholders, provides recommendations based on risk assessments, and collaborates with portfolio managers to optimize investment strategies. Additionally, the Portfolio Analyst ensures compliance with regulatory requirements and stays updated on market trends to adjust strategies as necessary.
We are committed to growing your career, so in this role you will:
Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
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Voluntary Self-ID Questions
Completion of this form is voluntary and if you don’t wish to answer any question, please check the “I don't wish to answer” response after any such question. Please note that your responses to these questions will not affect your opportunity for employment or any of the terms or conditions of your employment. We are asking these questions for informational and reporting purposes only. This form will be kept separate from all other application records, and while we may include your responses, together with responses from others, in an aggregated and/or anonymized format, your specific responses will only be accessed by those working for the Human Resources Department at Berkadia. Moreover, none of the information, as disclosed below, will be used for any purpose throughout the application, interview or hiring processes.
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Do you have a disability – a physical or mental impairment or medical condition that substantially limits a major life activity? A disability includes if you have, have a record of, or are regarded as having a substantial, unlike minor, impairment.*
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By checking this box, I consent to Berkadia collecting, storing, and processing my responses to the demographic data surveys above.*
New
Portfolio Analyst
Scottsdale, Arizona, United States
Are you looking for an opportunity to bring your unique skills and experiences to a leading commercial loan servicer?
Join Berkadia's loan servicing platform and learn from the best of the best at the largest U.S. non-bank commercial mortgage servicer in the industry. We provide the personal and professional development opportunities you need to impact the commercial real estate industry, build a career that takes the long view, and reach your full potential. Be Your Best Self. Be Berkadia.
The Portfolio Analyst is responsible for the detailed analysis and management of investment portfolios. This role involves monitoring portfolio performance, conducting market research, and analyzing financial data to make informed investment decisions. The analyst also prepares reports for stakeholders, provides recommendations based on risk assessments, and collaborates with portfolio managers to optimize investment strategies. Additionally, the Portfolio Analyst ensures compliance with regulatory requirements and stays updated on market trends to adjust strategies as necessary.
We are committed to growing your career, so in this role you will:
- Respond promptly to all borrower inquiries and requests for the assigned portfolio of loans.
- Investigate and resolve payment issues, including suspense payments.
- Collaborate with the Cash Managed Loans Group to administer hard lockbox waterfall processing.
- Timely return of monthly excess funds from lockbox, sweep, and ground lease payments, including rent/mortgage overages.
- Initiate collection calls to follow up on delinquent financial statements.
- Monitor and follow up on deferred maintenance items.
- Review loan documents and financial statements, ensuring borrower compliance with loan requirements and timeliness in meeting milestones of the underwritten business plan.
- Prepare quarterly asset summaries, surveillance reports, and other required deliverables for lender use.
- Review future funding draw requisitions and prepare recommendation packages for the lender, including review of contracts, invoices, and construction budget balancing.
- Provide detailed referral requests to other servicing departments for transactions requiring lender consent, such as easements and casualty losses.
- Consult with management and other Berkadia personnel as necessary, ensuring completion of borrower requests and inquiries.
- Manage and escalate complex issues that may require higher-level decision-making within Berkadia or consent from external parties.
- Monitor portfolio-specific reports and adhere to Berkadia policies and procedures for processing open items or issues.
- Develop personal technical skills by completing appropriate training courses and meeting the annual required training hour minimum.
- High proficiency in Microsoft Office (Outlook, Word, Excel) and familiarity with mortgage industry-specific applications like McCracken Strategy and intranet-based workflows.
- Strong customer service orientation within a risk management/asset management context, coupled with excellent communication skills for clear and succinct verbal and written interactions across all organizational levels.
- Exceptional organizational skills and the ability to multitask effectively in a fast-paced environment, maintaining a keen attention to detail and the ability to analyze property operating statements and rent rolls to evaluate asset performance.
- Proactive and autonomous work ethic with the ability to manage conflicting stakeholder expectations and priorities, while effectively escalating issues and collaborating on shared responsibilities.
- Bachelor's degree or equivalent
- 1 years of experience in a similar position
- Monthly paid volunteer hours and donation matching to benefit our communities
- Employee Resource Groups that help you grow with us
- Fertility and family planning services
- Up to 12-weeks of fully paid parental leave
- Mental health care, including free counseling sessions:
- We'll help you fund your learning journey with generous tuition reimbursement
- Pet insurance discounts
- And more!
Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Create a Job Alert
Interested in building your career at Berkadia? Get future opportunities sent straight to your email.
Create alert
Apply for this job
indicates a required field
First Name*
Last Name*
Email*
Phone*
Location (City)*
Resume/CV*
Attach
Enter manually
Accepted file types: pdf, doc, docx, txt, rtf
Do you have a preferred name or nick name?
Street Address *
Apartment # or Unit
City*
State
Select...
Zipcode*
Desired Salary Range
Select...
Are you at least 18 years of age?*
Select...
Have you, in the past, been employed by Berkadia or any other Berkadia entity? *
Select...
Have you signed any agreement with any prior or existing employer which includes any restrictions on your ability to compete and non-solicit; to contact customers, clients or employees; or to use and/or disclose business, client or customer information? if you answered "Yes," please provide "Berkadia" with a copy of the agreement so that "Berkadia" can consider whether and to what extent the agreement may preclude and/or restrict your employment with us, if an offer is extended.*
Select...
Will you now, or in the future, require sponsorship to work in the United States?*
Select...
Are you a current Berkadia employee? *
Select...
If you were referred to this position by a current Berkadia employee please type their name below.
How did you hear about this job? *
Select...
Voluntary Self-ID Questions
Completion of this form is voluntary and if you don’t wish to answer any question, please check the “I don't wish to answer” response after any such question. Please note that your responses to these questions will not affect your opportunity for employment or any of the terms or conditions of your employment. We are asking these questions for informational and reporting purposes only. This form will be kept separate from all other application records, and while we may include your responses, together with responses from others, in an aggregated and/or anonymized format, your specific responses will only be accessed by those working for the Human Resources Department at Berkadia. Moreover, none of the information, as disclosed below, will be used for any purpose throughout the application, interview or hiring processes.
How do you describe yourself?*
Select...
How would you describe your racial/ethnic background?*
Select...
Are you a veteran or active member of the United States Armed Forces?*
Select...
Do you have a disability – a physical or mental impairment or medical condition that substantially limits a major life activity? A disability includes if you have, have a record of, or are regarded as having a substantial, unlike minor, impairment.*
Select...
By checking this box, I consent to Berkadia collecting, storing, and processing my responses to the demographic data surveys above.*
