Operations Analyst

Forum Group Connecticut exclusive!

Our client is a boutique, entrepreneurial commercial real estate lender and private credit fund manager. The firm's team brings deep, combined expertise in real estate, asset-based lending, private placements and deal structuring, and has built a reputation for maximizing risk-adjusted returns across economic cycles.

This is a dynamic, fast-growing organization that prizes intellectual curiosity and rewards the ability to thrive in a fast-paced, entrepreneurial environment. The Real Estate Operations Associate will gain broad, hands-on exposure across the real estate credit lifecycle, working closely with senior leadership from day one, and the role carries a significant growth path for a professional who wants to build a career surrounded by talented and kind individuals.

• Who You'll Work With
• This highly visible role sits within the firm's broader accounting and operations group and reports directly to the Controller. You will work cross-functionally with the servicing, accounting, underwriting, legal, business development, and investment teams, giving you a rare, panoramic view of how a real estate credit platform operates end to end.

• Key Responsibilities
• Assist in maintaining the loan system and database for all loans, a resource relied upon by the entire firm.
• Process and support the full life cycle of loans, including recording transactional activity in the firm's loan servicing system. Enter, maintain, and cross-check indicative loan data to support real-time, dynamic portfolio management through the firm's business intelligence tools.
• Work with management to build and improve reporting through dashboards and other methods, and meet periodically with management to review results.
• Enhance and manage reporting requirements, including borrower and investor statements, loan tapes, lender covenant reporting, and institutional investor reporting, for internal and external stakeholders, and assist with related inquiries.
• Contribute to firmwide efforts to automate and enhance processes across the operating platform and support continuous improvement.

• What We're Looking For
• A self-starter able to work independently in a fast-paced environment.
• Comfort operating in a cross-functional role.
• Excellent problem-solving skills and high attention to detail.
• Technically savvy, with an aptitude for learning new software platforms and ERP systems.
• Able to take direction from multiple sources and balance competing priorities.
• A collaborative mindset suited to a small, close-knit team.
• Innate curiosity, drive, and a genuine willingness to learn broadly across departments.

• Education & Experience
• Bachelor's degree in Accounting or Finance.
• 1 to 3 years of experience in real estate or a related industry. Strong intangibles are valued more highly than exact experience!

FGC contact: Jason Witty, Managing Partner: [email protected]

Forum Group Connecticut is regarded for setting the standard of integrity, transparency, and excellence in executive search and staffing. Every conversation we have, every search we conduct, and every relationship we build is guided by our dedication to being the most respected search firm in the industry.