Portfolio Manager

A Portfolio Manager at Berkadia is responsible for analyzing property-level performance, conducting financial analyses on real estate collateral, managing borrower requests, and collaborating with various teams to ensure the smooth administration of loans. Key tasks include reviewing financial statements, assessing loan risks, and providing timely information to investors.

To apply for the Portfolio Manager role at Berkadia, candidates should have a Bachelor’s Degree in a relevant field like real estate, business, or finance, along with at least 2 years of related work experience. A strong understanding of financial statement analysis, proficiency in Microsoft Office, and familiarity with loan servicing software are also essential.

Berkadia actively supports the professional development of its Portfolio Managers through generous tuition reimbursement programs, ongoing training, and mentorship opportunities. The company encourages its employees to continually enhance their skills and knowledge, helping them to build successful long-term careers in commercial real estate.

A candidate for the Portfolio Manager role at Berkadia should be proficient in Microsoft Office, particularly Excel, Word, and Outlook. Familiarity with loan servicing software such as McCracken/Strategy is also beneficial to effectively perform financial analyses and manage portfolio data.

Berkadia offers a range of benefits to its Portfolio Managers, including monthly paid volunteer hours, employee resource groups, fertility and family planning services, up to 12 weeks of fully paid parental leave, mental health care, and pet insurance discounts. The company prioritizes a healthy work-life balance and values its employees' well-being.

In my previous role, I regularly conducted financial analyses on property-level performance, assessing cash flow and reviewing financial statements to identify trends. I utilized various software tools to perform analyses and prepare detailed reports for my team.

I manage risk through continuous monitoring of property performance and market trends. I regularly review investor Watchlist reports and collaborate closely with Client Relations Managers to identify potential risks at both the loan and portfolio level.

When managing borrower requests, I ensure clear communication and a thorough understanding of their needs. I take an organized approach, reviewing loan documents meticulously and providing timely updates while working closely with office resources to resolve any issues.

I encountered a situation where a property was underperforming due to unforeseen circumstances. I conducted a deep dive into the financial statements, identified key factors contributing to the issue, and developed a strategic plan to address these challenges, which ultimately improved the property's performance.

I prioritize effective time management and employ digital tools to keep track of deadlines and tasks. Creating a structured schedule allows me to efficiently manage my workload and ensure I can focus on the most critical aspects of each property simultaneously.

I believe in the power of teamwork, so I regularly collaborate with Client Relations Managers and Portfolio Analysts by sharing insights and coordinating efforts on projects. Open communication and a problem-solving mindset are key to our success.

For property performance analysis, I employ both quantitative and qualitative techniques. I analyze financial metrics, perform market comparisons, and gather insights from property inspections to gain a comprehensive view of each asset's performance.

I'm drawn to Berkadia's strong reputation in the commercial real estate industry and its commitment to employee growth and development. I value the supportive work culture and the opportunity to work alongside industry experts, where I can contribute to a collaborative environment.

During stressful situations, I maintain a calm demeanor and focus on finding solutions rather than dwelling on problems. I prioritize tasks and seek input from my colleagues to ensure a comprehensive approach to each challenge.

A successful Portfolio Manager requires strong analytical skills and the ability to communicate effectively. It’s crucial to interpret financial data accurately and convey insights clearly to stakeholders, fostering trust and facilitating informed decision-making.