Vice president finance jobs in Union City, New Jersey - Page 6Create job alerts

Job Description Ullico, Inc., one of the nation’s largest sources for real estate first mortgage financing, is actively recruiting a Senior Portfolio Analyst to join a group that manages a $4.4 billion portfolio. Ullico’s Real Estate Investment Group offers construction and permanent debt financing for commercial real estate. This position reports to the Regional Vice President and is located in our New York City, NY office. Job Duties: • Maintain overall statistics and financial performance analysis for the mortgage portfolio. Summarize and analyze reports for mortgage loans to include, but not limited to: analyzing operating statements on properties, obtaining financial background on properties, annual reviews, and project variance reports. Prepare quarterly portfolio statistics detailing geographic and product concentrations. Evaluate and recommend changes to reports to provide efficient and applicable information to management., • Perform various analyses related to financial performance to include: cash flow projections, cash flow variance analysis, business operations "driver" analysis (critical success factors) and analysis of comparative performance with other companies in industry., • Assist, coordinate and prepare financial projections for real estate and mortgage portfolio as required for internal reporting and external filing for both statutory and GAAP, as applicable., • Assist in oversight and follow-up on underwriting portions of loans to ensure all provisions are being adhered to., • Prepare, secure approval and maintain portfolio data including monthly reports such as the J and W1 Portfolio Valuation, Performance Comparison, Property Income and Expense analysis for House Accounts and quarterly reports such as Appraisal Status, Annual Reviews, Portfolio Characteristics and General Account Valuation., • Monitor individual asset reports due to VP from Regional Managers such as Construction Status reports, Multi-Family Sales Status reports and Watch List reports. Prepare and submit to SVP for review and approval the same reports, when applicable, for House Accounts., • Undertake ad hoc project and reports. Assist SVP/VP in the preparation of internal and external presentations. Minimum Qualifications: • Bachelor's degree in Finance, Economics, or a related field., • 3 to 5 years of experience in commercial real estate loan underwriting, including financial/credit analysis, discounted cash flow (DCF), and net present value (NPV) modeling, • Intermediate to advanced proficiency in Excel, SQL, VBA, and ARGUS financial modeling., • Strong analytical, communication, and presentation skills for interaction with internal senior management and external business leaders. For over 95 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc. Visit . We offer a competitive starting salary and an outstanding benefits package including: • Health/Dental/Vision, • Pension, • 401K, • Health Savings Account, • Life Insurance We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Vice President level candidates. About the Bank: Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Real Estate Finance Department (“REF”) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. REF focuses on building and monitoring portfolio assets in Real Estate product area. Your Role Overview: Responsible for credit evaluation and deal maintenance. Your Duties and Responsibilities • Reviews potential assets in assigned products/industries and prepares credit applications and makes investment recommendations., • Responsible for business development, relationship management, transaction structuring, and document negotiation. This will include leading transactions., • Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management., • Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity, which may include attending client meetings or performing site visits., • Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities as designated., • Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated., • May be responsible for the development and training of credit analysts., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • MBA degree or equivalent with 7-10 years of experience in lending or a bachelor’s degree or equivalent in business or economics with 7-10 years of related experience, CFA preferred., • Capable of executing client requests and meetings. Contributes to the development of more junior staff., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Strong knowledge of the bank, its products and services. Applies knowledge in area of specialization to produce "value-added" results., • Contributes to and/or influences unit revenue generation and profitability. Understands the impact of expenses on the Bank's bottom line and acts accordingly to minimize expenses., • Responsible for compliance in area of responsibility. Identifies and understands the risks and laws involved in the department's operations., • Excellent presentation, communication and interpersonal skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application