Associate, Debt Portfolio Management
Chatham Financial, City of Westminster
Associate, Debt Portfolio Management
Salary not available. View on company website.
Chatham Financial, City of Westminster
- Full time
- Permanent
- Onsite working
Posted 1 day ago, 27 Jun | Get your application in today.
Closing date: Closing date not specified
Job ref: 0402ade9daa14793b8e7fac42460008e
Location ref: City of Westminster
Full Job Description
This role sits within the Investment Management team and is focused on bringing clarity and structure to complexity. Institutional real estate investors are managing increasingly complex and evolving debt portfolios, often across fragmented systems. You'll be sitting in our London office, working with some of the most sophisticated commercial real estate clients in the industry, helping them solve challenges in loan reporting, data management, and portfolio analytics. Leveraging our proprietary technology platform, you'll transform unstructured loan terms into structured, reliable data - enabling streamlined reporting, sharper analytics, and clearer visibility into portfolio performance. You'll become a trusted partner in helping clients proactively manage their loan portfolios and make more confident, informed decisions. What You'll Do:
- Act as a day-to-day partner to institutional real estate clients, supporting the ongoing management and reporting of complex loan portfolios across multiple jurisdictions and structures.
- Support client onboarding by translating loan data into structured, actionable models within Chatham's proprietary technology platform.
- Design and maintain workflows for loan reporting, covenant tracking, portfolio analytics, cashflow projections, and financing activities including drawdowns, amendments, refinancings to ensure accurate and timely data.
- Prepare client deliverables, including dashboards highlighting key risks, opportunities, upcoming maturities, covenant positions, and performance trends.
- Build and maintain strong client relationships through proactive communication, providing clear, concise explanations of loan mechanics, and portfolio movements.
- Collaborate with technology and product team to continuously improve platform quality, workflows, and the overall client experience.
- Support senior team members in advising client and to ensure consistency and excellence in delivery.
Confident modelling loan terms and covenant structures and enjoys using analysis to support clear, well-informed client decision-making. - Takes ownership of client portfolios, is able to prioritize tasks effectively in a dynamic environment, and ensures accurate, well-structured reporting.
- Works flexibly across multiple workstreams, adapting to changing client needs and timelines while maintaining high standards of delivery.
- Enjoys maintaining client conversations, using analysis and reporting to explain portfolio dynamics and anticipate client needs.
- Has a strong interest in developing toward a portfolio management role over time and is motivated to deepen their understanding of portfolio-level risks and performance.
- Able to work independently with a proactive mindset, while thriving in a collaborative environment and demonstrating a strong desire to learn and grow into a trusted advisor., Bachelor's degree in business, finance, economics, real estate, or a related field.
- 3+ years of experience in real estate finance, asset management, loan servicing, or real estate transaction law.
- Strong attention to detail and the ability to identify and extract key data from various types of real estate source documents.
- Exposure to commercial real estate loans, with an understanding of their structure, terminology, and financial covenants.
- Demonstrates a strong understanding of real estate operations, with the ability to interpret NOI, tenancy metrics, and transaction activity.
- Excellent communication skills, both written and verbal, with the ability to convey complex ideas and information to clients, team members, and other stakeholders.
- Has strong financial modeling skills, with the ability to build and maintain complex models, analyze data, and clearly present insights.
- Professional certifications such as CFA and CAIA are a plus.
Chatham Financial is the leading independent capital markets advisor, delivering an integrated blend of expert advice and powerful technology to help you reduce risk and seize opportunity. With decades of capital markets strategy, execution, monitoring, and performance expertise, we serve as an unwavering advocate for your best interests and your innovation partner. Our technology platform unifies data across assets, debt, and derivatives, giving you unmatched agility, transparency, and insight. It's clear ahead. Our commitment is to carry that light forward in every partnership, every solution, and every market we serve. We help guide the way-giving clients the insight and momentum to move forward with confidence, no matter what lies ahead. - Competitive salary and benefits package.
- Comprehensive training programs and professional development opportunities.
- A team that values curiosity, collaboration, and a shared drive to keep improving ourselves and the client experience.
- Immediate access to subject matter experts and complex, meaningful work.
- Opportunities to work with global industry leaders and innovate in the real assets market.
- Chance to make a significant impact on our clients and contribute to the growth of the team
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