Back to jobs

Investor Reporting Analyst III

Minneapolis, Minnesota, United States

At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you’re just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! 

Northmarq is looking for an Investor Reporting Analyst III to join its Servicing department in the Minneapolis (Bloomington, MN) headquarters office. This position requires a deadline-driven, organized, and detail-minded individual who will be responsible for reporting, remitting, and account reconciliations. The focus will be on higher-level analysis, management of assigned portfolios, confidence in decision making and recommendations, leadership within the team, high accuracy and attention to detail, a strong understanding of commercial loan terminology, and experience with investor reporting requirements. This position will be required to provide training and mentoring to others and lead or co-lead high-level projects. Additional responsibilities may be added to adapt to company growth (In line with department goals and objectives).

Position Responsibilities:

  • Remittance & Reporting
    • Report and remit monthly activity and ensure compliance to portfolio requirements. Monitor and manage necessary investor updates.
    • Complete monthly custodial account reconciliations.
    • Conduct due diligence of loan documents and servicing agreements to ensure proper loan setup.
    • Identify and manage high-risk remittance and reporting situations promptly and analyze the deficiencies according to risk and the potential impacts. Recommend courses of action based on the outcome of the applicable research.
    • Plan and schedule own workload to most efficiently meet deadlines, prioritizing according to risk and urgency.
    • Maintain a high level of commercial real estate investor reporting expertise, with a strong understanding of commercial real estate terminology.
  • Servicing Audits
    • Participate in investor audits, manage communication with the investors, and work to resolve any outstanding issues.
  • Procedures & Process Improvements
    • Create and maintain guides or procedures to ensure reporting requirements are met. Assist department leadership with identifying and implementing process improvements.
  • New Investors
    • Ability to read, understand, and provide feedback on new servicing agreements to ensure that all areas are covered for Investor Reporting responsibilities.
    • Assist with the onboarding of new investor clients, ensuring that their reporting requirements are set up and delivered in accordance with our servicing agreements.
  • Customer Service
    • Work collaboratively with other Servicing and Production personnel on projects and to resolve issues. Demonstrate leadership both within the team and the Servicing Department.
    • Ensure the highest level of customer service is provided to all customers, internally and externally.
  • Projects and Other Tasks
    • Support team members and confidently perform/lead other reasonable tasks/projects that utilize experience and expertise.
    • Guide the team in resolving complex issues and discrepancies, demonstrating a solution-oriented approach.
    • Welcome challenging assignments and added responsibilities, and seek feedback on the outcomes.
    • Other areas of responsibilities as assigned by management.

What We're Looking For:

  • 4-year college degree with an emphasis in finance, accounting, or real estate; or equivalent relatable years of experience in finance, accounting, or real estate
  • 5-7 years of relevant work experience. A background in Commercial Real Estate or Investor Reporting is preferred.
  • Strong knowledge of Microsoft Office
  • Ability to maintain sensitive and confidential information
  • Familiar with commercial loan terminology
  • Ability to work both independently and collaboratively within a team
  • High level of customer relationship management skills; looks for ways to add value beyond customers’ immediate requests
  • High level of organizational skills with the ability to handle multiple tasks, assignments and prioritize to meet deadlines
  • Excellent oral and written communication skills
  • Strong ability to identify and analyze risk
  • High level of problem-solving and decision-making skills
  • High attention to detail and accuracy required
  • Ability to maintain a positive attitude in all situations
  • Demonstrated work ethic and willingness to work extended hours when necessary
  • Ability to critically analyze processes and suggest improvements
  • Remains confident and calm in the face of adversity

Minnesota Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The salary range for the Investor Report Analyst III position is $75,000.00 to $90,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience.

#LI-LA1

Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!

Create a Job Alert

Interested in building your career at Northmarq? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
Select...
What is your desired salary range? *
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Northmarq’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.