Senior Associate, Asset Management

Vice President / Senior Associate, Asset Management$140,000-175,000 + bonusGreenwich, CTForum Group Connecticut is representing a private investment firm in a confidential search for a Vice President / Senior Associate, Asset Management to join its team in Greenwich, Connecticut.This role is well suited for an asset management professional with meaningful experience in commercial real estate debt, portfolio reporting, and loan data oversight. The person stepping into this seat will take ownership of recurring portfolio reporting, maintain accuracy across internal systems, and work closely with senior leadership on asset-level analysis, servicing coordination, and process improvement.It is a visible role within a disciplined and collaborative environment, offering direct exposure to portfolio performance, reporting infrastructure, and day-to-day asset management activity.Key ResponsibilitiesLead recurring portfolio and asset-level reporting, including asset reviews, watchlist reporting, maturity tracking, and covenant/compliance reportingPrepare ad hoc analysis and reporting for asset management leadership and internal stakeholdersServe as a primary user and administrator of RealINSIGHT, maintaining accurate loan terms, borrower and collateral information, key dates, performance metrics, and status updatesPerform reconciliations, data reviews, and periodic audits to ensure consistency and accuracy across internal systems and third-party reportingReview loan documents and capture critical provisions, covenants, reporting requirements, and restrictionsMaintain reporting templates, documentation, and control processes to support consistency and auditabilityOversee required reporting to special servicers in accordance with applicable servicing agreementsIdentify gaps in workflow and reporting processes and implement practical improvementsQualificationsBachelor’s degree required5+ years of relevant experience in commercial real estate debt, private credit asset management, portfolio management, servicing oversight, fund operations, or a comparable reporting-intensive environmentDirect experience with RealINSIGHT requiredExperience handling special servicer reporting under applicable servicing agreements requiredAdvanced Excel skills, including formulas, pivot tables, and large data set management; Power Query is a plusAbility to reconcile information across multiple data sources and produce accurate work within tight deadlinesWorking knowledge of commercial real estate loan documentation and the ability to translate terms into reporting and system fieldsClear communication skills, sound judgment, and a high level of personal accountabilityOrganized, detail-oriented, and comfortable managing multiple priorities in a fast-paced settingCompensationBase salary in the range of $140,000 to $175,000Very strong bonus structureOffice logisticsBased in Greenwich, CT4 days in office preferred, with some flexibility possibleAbout the OpportunityThis is an opportunity for someone who takes pride in precision, follows through, and knows how to operate in an environment where details matter. The firm is looking for a person who can step in, own the reporting function, and bring consistency and credibility to a complex portfolio.For a confidential discussion, please contact Jason Witty, Managing Partner, directly at .