Purpose and Job Summary
The Real Estate Investment Strategies (REIS) Portfolio Management team of ORIX is seeking a Portfolio Analytics lead to own the data, analytics, reporting and process design that drive decisions across its Portfolio Management and Capital Markets activities in non-agency CRE investments, including CRE CLOs, warehouse and repo facilities, and third-party investment vehicles. Reporting to the head of Portfolio Management, this new role will support the REIS PM team in its Portfolio Management duties, through further expansion of investment mandates and financing vehicles, and through the platform’s ongoing technology evolution, where the role will help shape the data and systems foundation the platform runs on.
Essential Duties & Responsibilities
- Own the platform’s analytics engine, from data sources and semantic model through to the BI dashboards leadership uses daily, in coordination with Asset Management, Originations and other departments
- Represent the business through systems evolution, ensuring new tools work for stakeholders alongside IT and third-party systems integrators
- Augment and build the market intelligence that drives decisions across a 35-person group, including market pricing and market health models
- Design and manage information flow to Portfolio Management, including process documentation, checklists, RACIs and data-quality controls across systems
- Support Capital Markets and front-end Portfolio Management processes
- Maintain and enhance data analytics, including loan-, portfolio- and fund-level reporting
- Build sophisticated fund, portfolio and capital markets models, primarily in Excel, to support new mandates, financing vehicles and investor discussions
- Own the track record and the platform’s performance narrative to investors and leadership, including quarterly production and underlying models
- Systematically track and forecast capital movement, including financing capacity, advance rates, and expected closings, fundings and payoffs, in partnership with Capital Markets
- Automate recurring manual processes and reduce reliance on individually held files and credentials
- Lead adoption of AI tools to enhance analysis, and reporting workflows
- Prepare decision materials for leadership and committees on portfolio, liquidity and performance
- Travel Requirements – 5%
- Other projects and duties as assigned
Education, Skills & Experience
Required
- Bachelor’s degree from an accredited college or university with a focus in Finance, Business, Real Estate, Data Analytics, or a related field; an advanced degree (MBA, MS) in a quantitative discipline is a plus.
- 5+ years of experience in commercial real estate, lending, or portfolio management with a demonstrated focus on data analytics (loan-level data, collateral, reporting).
- Proficiency with Power BI, SQL, and advanced Excel skills; familiarity with Python or other data management tools is a plus.
- Working knowledge of multifamily/commercial real estate credit, capital markets, and basic origination processes; familiarity with CRE CLOs, warehouse/repo financing, CMBS and bridge loans is preferred.
- Proven ability to structure and maintain large datasets, develop analytics dashboards, and streamline data workflows that enhance portfolio management processes.
- Experience with loan administration or servicing platforms, data warehouses, or systems implementations and data migrations is a plus.
- Strong communication and interpersonal skills to effectively coordinate with cross-functional teams and present complex information in clear, concise formats.
- Excellent organizational and project management skills; able to prioritize multiple assignments and meet critical deadlines in a fast-paced environment.
- Demonstrated discretion and ability to maintain confidentiality in all business matters.
- Team player mentality with a flexible, problem-solving approach; able to adapt quickly to changing priorities and demands.
- Advanced knowledge of Microsoft Office (Word, PowerPoint, Outlook), including the ability to produce professional reports and presentations.
Annual base salary gross: $180,000 - $200,000 (NY, IL, and Remote only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
