Analyst, Portfolio Management, Debt Investments
Analyst, Portfolio Management, Debt Investments
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Job Description
# LI-DNI
Team Overview: This position is with LaSalle Investment Managements Debt and Value-Add Strategies team (the Team) a specialist business which invests fund capital into real estate debt and value-add equity investments across Europe. The team was set up in 2010 and has become one the largest providers of alternative finance on commercial real estate in Europe. Debt Investments. LaSalles Investment Managements Debt Investment team (the Debt Team) are a specialist business which invests fund capital into structured real estate debt investments across Europe. The Debt Teams investment products include mezzanine levered whole loans development and senior debt investments. The Debt Team was set up in 2010 and has become one the largest providers of alternative finance on commercial real estate in Europe having invested 6bn in c.100 transactions as of Q3 2023. The Debt Team successfully raised 6.2bn of capital since 2010 across its senior secured high-yield and development investment vehicles. The Debt Team is actively exploring new opportunities and investment strategies that complement the platforms existing investment vehicles.
Main Duties and Responsibilities: the successful candidate will build an internal tool automating borrower reports. Theyll handle email attachments (Borrower and Investor reports in PDFs/Excels format) rename them save to SharePoint extract key loan metrics store in a database with versioning and approvals and create interactive dashboards. Work with a senior developer and investment professionals to replace manual Excel work with efficient automation. This initiative replaces fragmented Excel-based workflows with structured systems capable of supporting future capabilities such as predictive dashboards AI integration document intelligence and internal knowledge management. This role is expected to materially improve the quality structure and accessibility of internal data across the platform enhancing investment decision-making reporting and operational efficiency.
Key Responsibilities
Automate extraction of PDF/Excel attachments from shared Outlook inbox rename files and upload to SharePoint folders.
Extract key financials (revenue debt ratios) using scripts and store in a database; handle updates with team verification while keeping historical data.
Build simple approval workflows for data changes.
Create dashboards from the database easy-to-use for both technical and non-tech users.
Test integrations and gather team feedback for improvements.
Required Qualifications & Experience:
1- 3 years of relevant experience.
Basic Python for automation file parsing (e.g. pdfplumber for PDFs pandas for Excels) and data extraction.
Familiarity with Microsoft tools: Outlook/SharePoint APIs (e.g. Graph API basics) Power Automate for workflows.
Simple front-end for dashboards (HTML/CSS/JS; Streamlit or Dash).
SQL basics for database connections (e.g. pyodbc) and queries.
Excel knowledge (pivots formulas) to understand and automate workflows.
Git for version control; basic security like user auth and data logging.
A team player with excellent communication skills strong work ethic and positive attitude.
Energetic and self-motivated with an ability to work independently and show initiative.
A willingness to automate away manual tasks.
Desirable Skills
Good understanding and an interest in real estate investments and knowledge of debt investments would be advantageous.
Power BI for interactive visuals.
Databases like PostgreSQL or Azure SQL.
Regex/NLP for smarter extraction.
Finance basics (e.g. real estate debt reports).
Docker for testing.
LaSalle is an Equal Opportunity Employer and encourages applications from all sections of the community
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Pursuant to the Arizona Civil Rights Act criminal convictions are not an absolute bar to employment.
Pursuant to Illinois Law applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
Pursuant to Columbia SC ordinance this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate.
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Required Experience:
IC
Employment Type
Full-Time
