Description

The Associate is part of Affinius Capital’s centralized Portfolio Management Analytics (PMA) department and is based in San Antonio, providing integrated analytical support to the firm’s New York–based credit platform. The role reports to the Managing Director of PMA and is responsible for building and maintaining cash flow models and analytical solutions for the firm’s credit vehicles and lending strategies. The ideal candidate has advanced Excel and cash flow modeling expertise (preferably within private equity real estate), experience working with large datasets, and exceptional attention to detail. Strong communication skills and the ability to collaborate effectively across San Antonio and New Yorkbased teams are essential to ensure credit portfolios and loan positions are accurately captured, analyzed, and connected to the broader global platform.

Essential Duties:

Build, enhance, and maintain Excelbased proprietary cash flow models for the firm’s real estate credit vehicles and underlying investments – including senior and subordinated loans, mezzanine debt, and preferred equity – serving as the subject matter expert for credit modeling tools and ad hoc analytical needs across PMA and the broader platform.

Ensure credit cash flow models and analytical tools adhere to Affinius Capital’s best practices, quality standards, and control frameworks, and are consistently maintained, governed, and integrated within the firm’s broader data, reporting, and analytical ecosystem.

Support the design and development of analytical models and tools that conform to evolving credit strategy needs – including sensitivities, scenario analysis, stress testing, and portfolio rollups – participate in the evaluation, pilot, and migration of loan cash flow modeling from Excel into dedicated loan cash flow systems to improve scalability, control, consistency, and enterprise integration across the credit platform.

Respond to adhoc analytical requests from credit portfolio managers, senior management, and investors, with a focus on actual and projected credit performance, portfolio composition, liquidity, and economic impact to Affinius Capital’s management company.

Support the development and delivery of creditfocused reporting solutions for internal and external stakeholders, leveraging existing reporting platforms (including Power BI) and alternative tools as appropriate, all with a focus on publishing information to decision makers.

Foster strong crossfunctional collaboration with teams in San Antonio, New York, and Europe, contributing to a cohesive, teamoriented culture.
Coordinate with the Compliance team to establish and maintain necessary disclosures around analytical work products.

Perform additional duties as assigned.

Requirements

Bachelor’s degree from an accredited university, with preference for candidates demonstrating strong intellectual curiosity, technical aptitude, and quantitative proficiency.

3-5 years of relevant experience developing advanced Excel-based cash flow models, preferably in private equity real estate and credit lending strategies.

Advanced proficiency and proven experience in Excel (macros, VBA, advanced formulas, pivot tables, conditional formatting, data simulations).

Attention to detail is a must, as are strong communication skills and a high degree of emotional intelligence.

Strong organizational skills are required.

Self-starter; capable of developing and meeting deadlines in a fast-paced environment.

Willing to work extended hours, on-site.

Qualifications may warrant placement in a different job title.

Key Competencies:

Advanced skill in Excel and Word applications.

Ability to prioritize assignments to meet several deadlines.

Excellent analytical, quantitative, and problem-solving skills.

Exceptional written and verbal communication skills.

Working knowledge of Power BI and Data Analysis Expressions (DAX) is a plus.

Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the “CCPA”). The Company's privacy policy and contact information for questions regarding your data or the policy may be found here.  

At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. 

Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.