Loan Asset Management Associate

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 five 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.

We are seeking a skilled and dedicated individual to join our Investment Management team focused on commercial real estate clients. As a Loan Asset Management Associate, you will play a pivotal role in solving complex debt and derivative valuation, loan reporting, data management, and portfolio analytics challenges. You will work alongside leading real asset investors, using our proprietary technology platform, ChathamDirect, to address these challenges. Your responsibilities will include establishing bespoke covenant testing and loan reporting workflows, governing changes to client financings, preparing analytical dashboards, and enhancing our product offerings in collaboration with our technology team.

In this role you will:

• Manage the delivery of solutions for institutional real estate clients. This may include property, debt or derivative valuations, debt management or covenant compliance or related analytical consulting.
• Establish bespoke covenant testing and loan reporting workflows for clients and their operating partners.
• Monitor client portfolios for changes to financings, including mandatory paydowns, utilizations, and other changes to loan economics.
• Hold regular calls with clients to review key risks, opportunities, and upcoming milestones across client loan portfolios.
• Prepare analytical dashboards covering covenant performance, loan and hedge maturities, and other relevant information for client financings.
• Build and maintain workflow operations discipline across the Chatham team, including training new hires.
• Collaborate with the Chatham technology team to enhance products and services to meet the evolving needs of clients and our client coverage team.
• Review loan documentation, extract pertinent economic and financial reporting information, and model this information in ChathamDirect.

Your impact:

When bringing a new CDM client into Chatham, you will serve as a "financial detective" and work directly with clients to understand their overall goals and aspirations of the CDM engagement. You'll undertake client-facing activities including introducing our debt management system's value proposition to prospective clients, supporting a focused approach to the development of client relationships as well as organizing and leading training sessions. Often clients' data resides in disparate systems, spreadsheets and notebooks across their company. Our clients appreciate that we can manage and centralize their loan information in one place while also providing decentralized access. The picture of a client's balance sheet is dynamic as they refinance existing loans, issue new debt, make new investments, or prepay existing loans. Therefore, we need to develop ongoing relationships and efficient workflows with clients to ensure that the data in CDM remains consistent, up-to-date, and can serve as a system of record.

Contributors to your success:

• Bachelor's degree in business, finance, economics, real estate, or a related field.
• Minimum 3 years of working experience in real estate finance, real estate transaction law, asset management, or loan servicing.
• Advanced proficiency in Microsoft Excel, with the ability to create and maintain complex financial models, analyze data and present insights.
• Excellent communication skills, both verbal and written, with the ability to convey complex ideas and information to clients, team members, and other stakeholders.
• Strong attention to detail, with the ability to review and extract information from various types of real estate source documents.
• Ability to work independently and as part of a team, and to manage multiple projects and deadlines simultaneously.
• Strong organizational and project management skills, with the ability to prioritize tasks, meet deadlines, and manage resources effectively.
• Knowledge of real estate markets and industry trends, and a willingness to stay up to date with changes and developments in the field.
• Professional certifications such as CFA, CPA, MAI, or RICS.
• Expertise in valuation, debt capital markets or consulting services is a plus.

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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