CRE Portfolio Asset Management Analyst

About WinOps Management ServicesIncrease your chances of an interview by reading the following overview of this role before making an application.WinOps Management Services is an affiliate of Winthrop Capital Advisors LLC, a Boston-based commercial real estate investment management firm. Winthrop operates across four strategic business lines: operating properties, real estate securities, platform joint venture investments, and loans- providing a broad and dynamic platform for the professionals who work here. WinOps serves as the asset management arm of this platform, delivering hands-on portfolio oversight and operational support across both debt and equity investment vehicles.We are in a period of meaningful growth, expanding our third-party asset management business and taking on new client relationships that are adding significant scale to our portfolio. This role is being created to support that growth and will offer the right candidate exposure to a wide variety of asset types, investment structures, and analytical responsibilities across a growing platform. Our team is based in Boston, MA and operates on a four-day in-office one-day remote schedule.SummaryThis is a unique opportunity to join a growing platform and gain broad exposure across both debt and equity commercial real estate asset management. The Analyst will be an active member of the asset management team for complex assets within a series of Commercial Real Estate debt-oriented investment vehicles, including first mortgage loans, mezzanine loans, preferred equity, real estate debt and equity securities, and other varied sophisticated credit investments as well as direct equity investments. In addition, the Analyst will support asset management responsibilities for a third-party client portfolio, including NAV calculations, fair value model maintenance, and portfolio-level reporting across a large portfolio of partnership assets.Essential Functions Work as a team with commercial real estate portfolio asset managersProduce monthly and quarterly surveillance summaries and reporting for senior review which contain all relevant information related to monitoring borrower performance against business plan and compliance against loan documents as well as aggregated portfolio metricsPrepare cash flow models used for forecasting and investment performanceGenerate new reporting as necessary to monitor evolving risksExternally interact with borrowers, servicers, individual market experts and other transaction partiesMeet strict monthly and quarterly deadlinesRespond quickly and professionally to ad hoc questions and requests for analysisInteract closely with Boston, MA and New York, NY teamsPerform periodic equity investment NAV calculations and maintain fair value Excel models, including updating underlying assumptions, inputs, and market data on a recurring basisReview fair value model outputs to identify metrics or inputs that fall outside of established ranges or appear anomalous; flag and escalate discrepancies to the team for review and resolution in a timely mannerSupport third-party asset management responsibilities for a managed client portfolio by coordinating with deal partners to collect property-level financial statements and operating reports from each individual partnership investmentCollect and gross up partnership-level property financials for a portfolio of 100+ assets within property management and accounting software; ensure data integrity and consistency across all partnership deals to support accurate portfolio-level reportingAggregate property-level financial data across the managed client partnership portfolio and produce comprehensive reports on overall portfolio performance, including key operating metrics, occupancy, and NOI trendsReview construction loan draws and project progress against milestones, working with servicers and construction consultants to ensure borrowers have achieved conditions precedent to fundingRequest reporting packages and updates from borrowers to complete reports and analysis, as necessaryProactively monitor local markets, real estate industry news and trends as well as specific tenant healthReview monthly loan reporting packages and summarize key metrics, changes and risksQualificationsMinimum of two to three years of relevant experience in commercial real estate asset management, credit, or investments required; exposure to both debt and equity asset types preferred xijylhu Advanced proficiency in Microsoft Excel required, including hands-on experience updating and analyzing complex financial and valuation models; comfort navigating multi-tab models and identifying errors or anomalies in model outputsProficiency in Microsoft Office suite (Word, PowerPoint) and Argus softwareAbility to input, reconcile, and gross up partnership-level financial data is a plus but not requiredFamiliarity with NAV calculations and fair value modeling for real estate investment vehicles preferred  Experience managing or reporting on large portfolios of partnership or joint venture assets, including aggregating financials from multiple dealsExceptional organizational, analytical and problem-solving skillsSuperior verbal and written communication skills Extremely detail-oriented, resourceful, and highly motivated with a strong work ethic and pride of ownership in end work productProven ability to manage multiple projects and work well under time/other constraintsRequired Education Bachelor's degree required, preferably with a concentration in Real Estate, Business or FinanceOther DutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. This person should be nimble and be able to adjust to the ever-changing environment.

Created: 2026-03-27