Teams at ORIX USA Corporation

Support program management and investor reporting for asset management programs. Maintain fund-level models, analyze investment performance, support deal documentation and capital deployment tracking, liaise with internal teams and external investors/service providers, assist with CLO/credit facility monitoring, and implement process/data improvements using analytics and AI.

Support and evolve a third-party direct lending investment platform: review underwriting for program eligibility, manage deal offering and allocations, track capital deployment, produce investor and internal reporting, analyze program performance, maintain data integrity across PowerBI/Salesforce, build financial models and presentation materials, liaise with deal teams and service providers, and implement process improvements using AI tools.

Support senior originators on life insurance-placed CRE loans through underwriting, financial modeling, lender submission preparation, due diligence management, transaction coordination, and closing. Serve as liaison with borrowers, insurers, third-party vendors, and internal teams while maintaining transaction data and adherence to credit guidelines.