Senior Portfolio Analyst Real Estate Investment Group (Commercial Real Estate)
Location: Newport Beach
Posted on: January 22, 2023
Ullico, Inc., one of the nation's largest sources for real
estate first mortgage financing, is actively recruiting a Senior
Portfolio Analyst to join a group that manages a -$3.6 -billion
portfolio. Ullico's Real Estate Investment Group offers
construction and permanent debt financing for commercial real
estate. This position reports to the Regional Vice President and is
located in Newport Beach, CA.
The duties/responsibilities of this position are as follows:
- Maintain overall statistics and financial performance analysis
for the mortgage portfolio. Summarize and analyze reports for
mortgage loans to include, but not limited to: analyzing operating
statements on properties, obtaining financial background on
properties, annual reviews, and project variance reports. Prepare
quarterly portfolio statistics detailing geographic and product
concentrations. Evaluate and recommend changes to reports to
provide efficient and applicable information to management.
- Perform various analyses related to financial performance to
include: cash flow projections, cash flow variance analysis,
business operations "driver" analysis (critical success factors)
and analysis of comparative performance with other companies in
- Assist, coordinate and prepare financial projections for real
estate and mortgage portfolio as required for internal reporting
and external filing for both statutory and GAAP, as
- Assist in oversight and follow-up on underwriting portions of
loans to ensure all provisions are being adhered to.
- Prepare, secure approval and maintain portfolio data including
monthly reports such as the J and W1 Portfolio Valuation,
Performance Comparison, Property Income and Expense analysis for
House Accounts and quarterly reports such as Appraisal Status,
Annual Reviews, Portfolio Characteristics and General Account
- Monitor individual asset reports due to VP from Regional
Managers such as Construction Status reports, Multi-Family Sales
Status reports and Watch List reports. Prepare and submit to SVP
for review and approval the same reports, when applicable, for
- Undertake ad hoc project and reports. Assist SVP/VP in the
preparation of internal and external presentations.Minimum
QualificationsBachelor's degree in Finance, Economics, or related
field and a minimum of 5 years' experience in commercial real
estate loan underwriting, including financial/credit analysis,
discounted cash flow and net present value modeling are required.
Essential to the position are an intermediate/advanced knowledge of
Excel, SQL, VBA and ARGUS financial modeling. Strong analytical,
communication and presentation skills will be critical to the
candidate's success, as they will have significant interaction with
internal senior management and external business leaders. All
candidates that are being considered must take a financial modeling
For over 90 years, Ullico, the only labor-owned insurance and
investment company, has been a proud partner of the labor movement.
From insurance products for members, leaders and employers, to
investments that have created thousands of union jobs, our
customers continue to count on Ullico to protect them. The Ullico
Inc. family of companies includes The Union Labor Life Insurance
Company; Ullico Casualty Group, Inc.; Ullico Investment Company,
Inc.; and Ullico Investment Advisors, Inc. Visit ullico.com.
We offer a competitive starting salary and an outstanding benefits
package including health/dental/vision, 401(k) and pension
Ullico is an Equal Opportunity Employer.
Keywords: SelectLeaders, Newport Beach , Senior Portfolio Analyst Real Estate Investment Group (Commercial Real Estate), Accounting, Auditing , Newport Beach, California
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