Analyst, Pension Fund Advisory

Posted 2 Days Ago
Be an Early Applicant
Roseville, CA, USA
In-Office
70K-75K Annually
Mid level
Real Estate • Financial Services • PropTech
We're helping our clients identify and capture opportunities across the entire lifecycle of their real estate activity.
The Role
Support loan administration for commercial real estate borrowing programs for pension fund clients: prepare financials, review borrowing requests, verify payments, invoice, produce monthly/quarterly/annual reports, build Excel models, communicate with clients, and resolve compliance issues.
Summary Generated by Built In

SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.

At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team!

This position will be responsible for assisting with the process of loan administration for commercial real estate, where SitusAMC is overseeing a borrowing program for our institutional pension fund clients. In addition, this involves preparing financials, reviewing borrowing requests, preparing documents, verifying outgoing and incoming payments, invoicing, and preparing monthly, quarterly and annual financial reporting. The candidate will need experienced with financial reports and to be very proficient in excel, and assist with creating efficient models.

Essential Job Functions:

  • Assist with the borrowing program
  • Produce on time deliveries
  • Help execute financials, invoicing, and financial reporting and client consulting engagements through implementation of organizational and technical skills
  • Communication/coordinate with clients and co-workers
  • Review borrowing requests, outgoing and incoming payments
  • Develop monthly, quarterly and annual financial reporting and other deliverables
  • Resolve non-compliant issues through verbal and written communication
  • Work independently on projects and also collaborate ‘face to face’ as a team player
  • Other activities as may be assigned by your manager

Qualifications/ Requirements:

  • Bachelor’s degree in Accounting and/or Finance or equivalent combination of education and experience
  • Mid-level professional with 2-4 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
  • Prior financial experience or applicable experience of 1+ years
  • Excellent communication and teamwork skills
  • Attention to detail and analytically minded
  • Ability to meet deadlines, self-motivated, and execute at a high level
  • Desire to grow as a professional
  • MS Office Suite including Outlook, Excel, Power Point and Word

Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

The annual full time base salary range for this role is

$70,300.00 - $75,000.00

Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.

Pay Transparency Nondiscrimination Provision

SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Know Your Rights, Workplace Discrimination is Illegal

Skills Required

  • Bachelor's degree in Accounting and/or Finance or equivalent combination of education and experience
  • Mid-level professional with 2-4 years of industry and/or relevant experience
  • Prior financial experience or applicable experience of 1+ years
  • Experience with financial reports and strong proficiency in Excel; ability to create efficient models
  • MS Office Suite including Outlook, Excel, PowerPoint and Word
  • Excellent communication and teamwork skills
  • Attention to detail and analytically minded
  • Ability to meet deadlines, self-motivated, and execute at a high level
  • Desire to grow as a professional
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The Company
HQ: New York, NY
4,472 Employees
Year Founded: 2019

What We Do

SitusAMC is the leading independent provider of innovative, trusted solutions that support the entire lifecycle of commercial and residential real estate finance, powering more efficient, effective, and agile businesses. We partner with leading lenders and investors to help them originate, transact, manage, and value their real estate portfolios. We do this through strategic outsourcing, advisory, talent, and technology solutions. Rating NMLS ID #’s 1978519 – DynAMC Solutions, LLC 1924014 – Situs Asset Management, LLC 1947392 – Situs Holdings, LLC 1778442 – SPT Commercial Mortgage

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