Portfolio Manager, Surveillance & Analytics
Anchor Loans - Thousand Oaks, CA
Hiring: Portfolio Manager, Surveillance & Analytics Company: Anchor Loans Location: Thousand Oaks, CA Job Posted Time: 2026-09-10 13:17:29 Employment Type: Remote Target Skills & Keywords : Capital Markets, LLM, Microsoft Excel, Portfolio Management, REST About the job Experience: •4+ years of experience in portfolio management, construction lending, credit, underwriting, asset management, surveillance, or a related real estate lending function. Required Skills: •Analyze loan and portfolio-level performance to identify trends, exceptions, emerging risks, and areas requiring additional attention. •Monitor key performance indicators across the portfolio, including construction progress, loan maturity, covenant compliance, borrower performance, sell-out/lease-up activity, and other credit or project-level metrics. •Maintain portfolio reporting, dashboards, risk ratings, and watchlist information to ensure accurate and timely visibility into portfolio performance. •Identify loans or trends that require escalation and provide clear analysis and recommendations to senior leadership. •Prepare recurring and ad hoc portfolio analysis for internal stakeholders and leadership. •Track key action items, deliverables, and remediation plans across the portfolio and ensure responsible teams are following through within established timelines. •Identify gaps, delays, or inconsistencies in portfolio management activities and work with the appropriate teams to drive resolution. •Facilitate regular portfolio and watchlist reviews, ensuring open items have clear owners, next steps, and timelines. Qualifications: •Strong analytical skills with the ability to identify trends, exceptions, and risks across a portfolio. •Proficient in leveraging AI large language models, including building custom agents and AI-driven projects/workflows. •In-depth knowledge of credit and the real estate development/construction lifecycle. •Demonstrated capacity to independently manage portfolio reporting and follow issues through resolution. •Strong Excel and data analysis skills; experience working with dashboards or business intelligence tools preferred. •Strong communication skills with the ability to drive accountability across teams without direct reporting authority. •Highly organized with the ability to manage multiple priorities, deadlines, and stakeholders. •This is a hybrid position which requires in-office reporting to Anchor’s Thousand Oaks office on Tuesday, Wednesday, and Thursday. Remote work is optional Monday and Friday. •401(k) retirement program with employer match •Tuition reimbursement toward professional development Compensation: •$75,000 - $90,000 / year •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!