Associate, Finance Operations
HybridLondon, England, United Kingdom
Job Summary
Review asset collection information from servicers for accuracy, compare credit facility invoices to the system of record, and resolve discrepancies prior to payment release. Approve and book monthly and quarterly servicer remittance information, obtain payoff approvals, and prepare wire memos for borrower draws and intercompany funds. Reconcile daily cash activity to system records and onboard new assets and liabilities by attending pre-close meetings and reviewing legal documentation. Interact directly with servicers, asset managers, and financing counterparties while coordinating work from offshore operations teams and facilitating KYC requests. Prepare monthly and quarterly investment portfolio analytics for senior management and participate in bi-weekly team calls and weekly investment vehicle meetings.
Required Qualifications
- Bachelor's degree in finance, accounting, real estate, or a related discipline
- 2–3 years of loan servicing experience
- experience gained within commercial real estate
- experience gained within portfolio accounting
- experience gained within public accounting
- Experience across real estate finance structures
- senior loans
- mezzanine loans
- intercreditor agreements
- securitisations
- Strong contract review and negotiation experience
- ability to interpret and simplify complex legal and credit documentation
- Advanced proficiency in MS Excel
- working knowledge of Word
- working knowledge of Adobe
- working knowledge of standard email/office tools
- Proven ability to manage time-sensitive, high-volume transaction workflows
- exceptional attention to detail and accuracy
- Strong written and verbal communication skills
- comfortable liaising directly with servicers, asset managers, and financing counterparties
- Excellent organizational and project management skills
- ability to juggle multiple transactions and deadlines at once
- Self-motivated
- proactive
- personally accountable
- taking ownership of tasks with minimal oversight
- Adaptable and decisive
- able to reprioritize quickly as deals and market conditions shift
- Team player
- able to both contribute and lead in a fast-paced, environment
- results-driven environment
- Candidates must hold the right to work in the UK
Desired Qualifications
- CPA a plus
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