Job Description

MONTICELLOAM, LLC and its affiliates (“Monticello”) is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic.

We are looking for a Technology and Data Analytics Analyst/Associate for our New York City office to support investment management teams such as originations, underwriting and asset management as well as finance, accounting, compliance, investor relations, and human resources.

The Technology and Data Analytics Analyst/Associate’s primary responsibilities are:

• Assist in the design and implementation of a data warehouse, including the setup of various data tables and flow of information from various sources into and out of the data warehouse to support analytics, dashboarding, and automated process flow
• Proactively analyze investment related data to answer key questions from internal and external stakeholders including executive management, investment team members, and investors
• Develop custom investment related reports across healthcare and multi-family real estate debt and equity
• Perform qualitative and quantitative research on public and proprietary data sets and technologies to develop insights, create presentations, and make actionable business recommendations
• Leverage AI tools to automate data entry and analysis
• Evaluate individual investment and portfolio performance across asset class, geography, and other segmentations to identify key trends
• Break complex processes down into their individual components and identify areas where data and technology can increase efficiencies, effectiveness, and scalability
• Sustain and oversee the data management systems critical to the firm's success.

Job Requirements:

• Bachelor’s Degree
• Finance, accounting, credit, legal, real estate and/or business background
• Established organizational skills and ability to simultaneously handle multiple projects
• Extensive technical skills including, iLevel, Snowflake, Tableau, Monday.com, SQL, Python
• Experience sourcing and analyzing data through APIs, data scraping, and database querying
• Ability to quickly learn new tools and technologies
• Interest in financing healthcare, senior housing, multi-family housing and/or renewable energy preferred
• Effective oral and written communication and interpersonal skills to liaise with borrowers, financing counterparties, and other external parties
• Advanced financial analytical proficiency along with the ability to “see the big picture”
• Strong grasp of logic and data analytics
• Passion for the firm and passion for what we do
• Intellectual curiosity and a desire to understand the purpose behind their work

We firmly believe that the most innovative solutions arise from a diverse, collaborative environment that welcomes varied perspectives and backgrounds. We are dedicated to fostering an inclusive workplace that not only embraces differences but also empowers all individuals, providing them with opportunities to unleash their entrepreneurial spirit. We are an equal opportunity employer.

This opportunity will offer a competitive base salary and performance-based bonuses. The base salary for this position falls within the range of $90,000 to $110,000 per year. The specific compensation package will be determined based on the qualifications of the selected candidate at the time of hiring. Additionally, employees may be eligible for discretionary bonuses, contingent upon their annual performance reviews.

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