Loan Asset Management Analyst
The Loan Asset Management Analyst at Confidential Client supports institutional real estate investors by analyzing complex commercial real estate loan agreements and transforming loan terms into structured data within proprietary technology. This entry-level role involves monitoring loan portfolios, preparing client reports, and collaborating with senior advisors to help clients manage financing obligations and make informed investment decisions, with a strong emphasis on learning and professional growth.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Overview
Confidential client in the Accounting & Finance industry is hiring a Loan Asset Management Analyst to join an Investment Management / Asset Management team in Denver, CO. This entry-level role is focused on reviewing commercial real estate loan documentation, converting loan terms into structured data, and supporting portfolio monitoring and reporting for institutional real estate investors. You will receive hands-on training, frequent collaboration with senior advisors, and exposure to sophisticated financing structures.
What You’ll Do
- Review commercial real estate loan agreements and financing documents to identify key loan terms, covenants, and obligations.
- Build and maintain loan schedules and models using the client’s technology platform and Microsoft Excel.
- Monitor portfolio activity (draws, repayments, refinancings, amendments, covenant updates) and flag material events.
- Assist in preparing client reports, dashboards, and portfolio analytics that highlight financing metrics and upcoming events.
- Perform quality control checks to ensure loan data accuracy and completeness.
- Participate in client meetings alongside senior team members and translate technical details into clear client-facing updates.
- Collaborate with advisory, valuation, and technology teams to improve client deliverables and internal processes.
What Success Looks Like in the First Year
Month 3
You understand common commercial real estate loan structures, can model straightforward loans, and consistently deliver accurate work.
Month 6
You contribute meaningfully to client deliverables, identify documentation inconsistencies, and begin participating in client discussions.
Month 12
You support portions of client portfolios independently, are recognized as a dependable team member, and demonstrate the judgment required to progress toward an Associate-level role.
This Role is Ideal for Someone Who
- Thinks like a detective — enjoys digging into documents, spotting inconsistencies, and solving puzzles.
- Has a sharp eye for detail and values getting things right the first time.
- Communicates clearly and can translate technical details into client-friendly language.
- Stays calm in ambiguity and adapts quickly to changing priorities.
- Takes ownership of work and consistently delivers reliable results.
- Is energized by collaboration and eager to learn from experienced advisors.
Qualifications
- Bachelor’s degree in Finance, Economics, Business, Accounting, Real Estate, Mathematics, or a related field.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- High attention to detail and strong organizational ability.
- Demonstrated ability to learn quickly and manage multiple priorities.
- Proficiency with Microsoft Excel.
Preferred
- Internship or coursework related to finance, commercial real estate, accounting, banking, or investments.
- Exposure to financial modeling or data analysis.
- Interest in commercial real estate debt, capital markets, or institutional investing.
Compensation & Benefits
For Colorado-based candidates, the expected salary range is $82,000 to $95,000 annually. Total compensation (base, discretionary individual bonus and company bonus) may be higher depending on skills, qualifications, and experience. Benefits typically include health insurance, life and disability insurance, 401(k) matching, paid holidays, paid time off, employee assistance program (EAP), and professional development support.
About the Confidential Client
The confidential client is an Accounting & Finance firm serving institutional real estate investors with advisory and technology-enabled solutions. This role provides an opportunity to work with experienced subject-matter experts, support high-impact client work, and build a foundation in commercial real estate debt and portfolio monitoring.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind.
To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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