Associate Director, Loan Asset Management

Overview

We don’t simply hire employees. We invest in them. When you work at Chatham, we empower you – offering professional development opportunities to help you grow in your career, no matter if you’ve been here for 5 months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Institutional real estate investors are navigating increasingly complex and evolving debt portfolios, often across fragmented systems. As a Loan Asset Management Associate Director in our Investment Management team, your mission is to bring clarity and structure to that complexity.

You’ll work with some of the most sophisticated commercial real estate clients in the industry, helping them solve challenges in loan reporting, data management, and portfolio analytics. Leveraging our proprietary technology platform, you’ll transform unstructured loan terms into structured, reliable data – enabling streamlined reporting, sharper analytics, and clearer visibility into portfolio performance. You’ll become a trusted partner in helping clients proactively manage their loan portfolios and make more confident, informed decisions.

In this role you will:

• Lead the onboarding of new clients by translating scattered loan data into structured, actionable models in Chatham’s proprietary technology.


• Design and implement bespoke workflows to track covenant test results, loan reporting, and portfolio analytics.


• Monitor client portfolios for changes like paydowns, drawdowns, and refinancings – and ensure data stays accurate and up to date.


• Prepare dashboards that display key risks, upcoming maturities, and performance trends.


• Build strong relationships with clients through regular calls and proactive insights.


• Collaborate with our technology team to enhance Chatham’s technology offering based on client feedback and evolving market needs.


• Train and mentor new team members to ensure consistency and excellence in delivery.


• Provide support and subject matter expertise to Chatham’s Client Engagement Team in pursuing new business opportunities with both existing and new clients, including attending and presenting in client meetings

The Role is Ideal for Someone Who:

• Thinks like a detective – you enjoy digging into documents, spotting inconsistencies, and solving puzzles others might miss.


• Has a sharp eye for detail and takes pride in getting things right the first time – you know that small oversights can have big consequences.


• Communicates clearly and confidently, especially when translating technical details into client-friendly language.


• Stays calm in ambiguity and adapts quickly to changing client needs.


• Take ownership of your work and consistently delivers high-quality, reliable results.


• Is energised by collaboration and eager to learn from others.

What Success Looks Like in the Role:

• You’re confidently modelling loan terms and covenant structures, actively contributing to client conversations, and delivering insights that help clients make smarter, faster decisions.


• You’re independently managing client portfolios, identifying data gaps, and delivering reporting that drives smarter decisions.


• You’re leading client conversations, anticipating needs, and shaping the evolution of our platform through feedback and collaboration.

Contributors to your success:

• Bachelor’s degree in business, finance, economics, real estate, or a related field.


• 5+ years of experience in real estate finance, asset management, loan servicing, or real estate transaction law.


• Strong attention to detail and the ability to identify and extract key data from various types of real estate source documents.


• Exposure to commercial real estate loans, with an understanding of their structure, terminology, and financial covenants.


• Excellent communication skills, both written and verbal, with the ability to convey complex ideas and information to clients, team members, and other stakeholders.


• Advanced proficiency in Microsoft Excel, with the ability to create and maintain complex financial models, analyse data and present insights.

About Chatham Financial: 

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 750 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1.5 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com.

Chatham Financial is an equal opportunity employer.

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