Financial Controller, Real Estate Debt (Loan Asset Management)

OverviewFinancial Controller, Real Estate Debt (Loan Asset Management)

role at

AXA Investment Managers . Location: Paris, France – Hybrid. Permanent contract. Full-time. The role reports to the Head of FMCG Private Debt and is part of AXA IM Alts - Real Estate.

AXA Investment Managers (AXA IM) is a multi-expert asset management company within the AXA Group, a global leader in financial protection and wealth management. AXA IM manages approximately €830bn in assets and employs 750+ investment professionals across 15 centers. The Commercial Real Estate and Infrastructure Fund Management Controlling Group within AXA IM – Real Assets is expanding and seeks a Financial Controller – Loan Asset Management to join in Paris or London. The team leads in CRE debt with more than $24bn AuMs in Europe and the US and a 15-year track record. The candidate should have experience in real estate debt (real estate loan servicer, loan portfolio or asset management within a bank or a real estate debt fund).

ResponsibilitiesLoan Asset ManagementYou will monitor the performance and evolution of CRE debt investments from origination through repayment. Main tasks include:

Following up interest payments, utilization requests and repayments

Handling consents, modifications and waivers in coordination with the Fund management team

Reviewing loan performance through tracking financial covenants (LTV, LTC, DSCR, Debt Yield)

Reviewing asset valuations, updating cash flows and tenancy schedules

Monitoring operational aspects of assets (capex programs, ESG metrics)

Deal Execution and Asset Management

Provide deal support, including financial analysis and execution of deal cashflows

Create tailored cash-flows/valuation models to simulate scenarios

Monitor cash and manage cash distributions

Review capital calls and distribution notices and cash allocation schedules

Review property-level reporting, budgets, tenancy schedules from property managers and asset managers

Liaise with the deal team to ensure fundings/distributions

Closings: guidelines check, validation of deal allocation, KYC preparation, ensuring payments/investments are properly processed and received

IPD calculation, Covenant and Waiver analysis

Review loan documentation including drawdown, amortization, repayments and fees

Portfolio Management

Contribute to the valuation process, gross-to-net adjustments, and preparation of valuation committee and Loan Reviews materials

Support investment decision process by maintaining fund models and scenario/sensitivity analyses

Support investment decision process with qualitative and quantitative fund data

Investor/Client reporting and ad hoc reports upon request

Manage IT tools and reflect portfolio composition; reconcile with service providers; coordinate with internal and external stakeholders to ensure timely financial data

QualificationsYour Qualifications And ExperienceWe welcome different combinations of skills and experiences.

Business schools, engineering schools or universities

2 to 5 years in a financial institution (banks’ loan portfolio management teams, asset management company or loan service providers) is appreciated

Proven financial, analytical and organizational skills

English (high proficiency required)

Knowledge and Skills

Appetite for/knowledge of loan documentation

Appetite for/knowledge of the Real Estate Debt sector

Team player, multi-tasking, rigorous, willing to learn and grow in a fast-paced environment; ability to synthesize and prioritize

Advanced skills in Excel/VBA; knowledge of Simcorp Dimension and/or Real Insight is a plus but not required

AXA IM is an Equal Opportunity Employer. We encourage candidates with disabilities or any protected characteristic to apply. We are committed to providing reasonable accommodations to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.

What We Offer

Grow your potential: be part of a forward-thinking business with internal opportunities and personalized learning paths to develop your skills

Shape the way you work: flexibility and balance with a range of benefits, including hybrid working and health benefits

Thrive within a diverse community: work in a diverse and inclusive workforce

Move the world forward: join a responsible employer that acts for societal and environmental causes, including AXA Heart in Action

Seniority levelMid-Senior level

Employment typeFull-time

Job functionAccounting/Auditing and ..... full job details .....