Asset Management Analyst

Overview

We are seeking a highly motivated Asset Management Analyst to join our Real Estate Credit Group in Fort Worth, Texas. This individual will play an integral role in managing and monitoring a diverse portfolio of real estate loans, with a focus on loan funding, draw administration, and ongoing asset performance oversight.

The position reports directly to the Head of Asset Management within the Real Estate Group and provides strong exposure to portfolio analytics, borrower interaction, and credit risk management.

Key Responsibilities

Loan Funding & Draw Management

• Review and process borrower draw requests, including construction draws and other funding requests


• Analyze supporting documentation (budgets, lien waivers, inspections, cost reports)


• Coordinate with third-party consultants, inspectors, and internal finance teams to facilitate timely funding


• Track loan commitments and ensure funding complies with credit agreements

Portfolio & Loan-Level Reporting

• Assist in preparing quarterly portfolio reviews for senior management and investment committees


• Perform loan-level financial analysis, including updated cash flow modeling and collateral review


• Track and report key portfolio metrics (LTV, DSCR, covenant compliance, risk ratings)


• Identify potential risks and elevate findings to senior team members

Covenant Monitoring & Asset Oversight

• Monitor borrower financial reporting and covenant compliance


• Work directly with borrowers to collect required reporting (financials, rent rolls, compliance certificates, project updates)


• Compare operating performance to underwriting assumptions


• Support amendments, waivers, and loan modifications as needed

General Asset Management Support

• Scrub and review loan documents to accurately onboard new loans into the asset management system


• Maintain organized loan files and reporting trackers


• Support internal reporting and audit processes


• Collaborate with origination, underwriting, legal, and finance teams


• Participate in asset-level discussions and portfolio strategy reviews

Qualifications

• Minimum 2 years of experience at a credit-focused real estate firm (private credit fund, bank, insurance company, debt fund, or similar platform)


• Strong understanding of real estate credit fundamentals (LTV, DSCR, cash flow analysis, construction budgets)


• Familiarity with loan documents and credit agreements


• Proficiency in Excel and financial analysis


• Strong attention to detail and ability to manage multiple priorities


• Excellent written and verbal communication skills


• Bachelor’s degree in Finance, Real Estate, Economics, or related field


• Embrace a technology-driven approach with a strong interest in process innovation and continuous improvement

Preferred Experience

• Construction loan or draw administration experience


• Experience with covenant testing and compliance monitoring


• Exposure to portfolio-level reporting for senior leadership


• Self-starter with strong organizational discipline


• Experience implementing and refining new asset management models and trackers

What We Offer

• Direct exposure to senior investment leadership


• Opportunity to work across a diversified real estate credit portfolio


• Collaborative and performance-oriented culture


• Competitive compensation and benefits