{"id":917457,"url":"https://alion.io/job/monticelloam-asset-management-associate","title":"Asset Management Associate","company":{"id":679709,"name":"MonticelloAM","domain":"monticelloam.com","url":"https://alion.io/company/monticelloam","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":80,"open_postings":5,"ghost_share":0,"stale_share":0.8,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-10T06:52:35Z"}},"role":"Operations","role_family":"Operations","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":100000,"max":125000,"currency":"USD","period":"year","gross":null,"usd_annual":125000},"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-02-02T20:15:05Z","employer_posted_date":"2026-09-10","last_verified_at":"2026-11-10T13:40:00Z","board_verified":true,"closed_at":null,"days_open":280,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":280},"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 leaders and team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic.\nWe are looking for an Asset Manager for our New York City office. The primary responsibilities and qualifications include:\nDevelop and manage financial models for the evaluation of investments in debt and equity across all real estate asset classes, reviewing potential transactions for the proper balance of feasibility and risk\nAssist in commercial loan underwriting conducting initial and ongoing due diligence for loan transactions including evaluating appraisals, market studies, project capital need assessments, financial statements and credit reports for the project and its Principals, insurance policies and endorsements\nAssist in the preparation of loan commitments to borrowers\nInterface with clients, outside attorneys, and other investment stakeholders involved in a particular transaction to obtain required documentation\nSupport the surveillance and asset management of Monticello’s portfolio of investments across debt and equity\nMaintain direct daily interface with borrowers, financing counterparties, investors, and firm stakeholders\nMonitor, analyze, model, re-underwrite, and report the following: property (occupancy, operating, strategic, clinical performance, changes to the competitive landscape), loan (financial condition), borrower (KYC, regulatory / reputational standing) and portfolio post-closing obligations information\nReview and interpret complex mortgage and working capital loan documents in order to enforce and forecast financial covenants, trigger events, and general loan compliance, identifying and escalating potential concern\nSupervise the review and processing of extensions, payoffs, amendments, advances, surveys, reserves, capex, and construction draw requests, and insurance proceeds\nAssist in origination and underwriting through data analytics, participation in site and corporate entity due visits, and borrower financial and operational risk due diligence\nFacilitate the company’s growth by identifying and developing process efficiency improvements, including the development and enhancement of the firm’s custom designed technologies\nTravel as required\nWork in the office as required by office policy\nJob Requirements:\nBachelor’s Degree\nStrong Excel proficiency\nMinimum 4 years of work experience\nFinance, credit, legal, real estate and/or business background\nExtensive technology skills\nEstablished organizational skills and ability to simultaneously handle multiple projects\nFamiliarity with multi-family housing, senior housing, health care and/or renewable energy preferred\nEffective oral and written communication and interpersonal skills to liaise with borrowers, financing counterparties, and other external parties\nAdvanced financial analytical proficiency along with the ability to “see the big picture”\nStrong grasp of logic and data analytics.\nPassion for the firm and passion for what we do\nIntellectual curiosity, asking the “Why?” question\nAt Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer.\nMonticello offers a competitive base salary and bonus. The base salary range for this position is $100,000-$125,000/year. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. Employees are eligible for a discretionary bonus based on employee work performance reviewed during the annual review process.","description_format":"text","description_chars":4055,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Real Estate","Business & SME Lending"],"lifecycle":[{"event":"open","at":"2026-09-14T21:28:09Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"Filed H-1B visas in the last two years","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":0,"median_offered_wage_usd":null,"route":null,"cap_exempt":false,"checked_at":"2026-11-10T11:34:35+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)"],"filings_for_role_12m":0}],"liveness":{"score":6,"band":"cold","label":"Long shot","p_open":1,"p_active":0.214,"p_room":0.28,"age_days":280,"expected_fill_days":30,"reasons":["conf:3","win:tail","crowd:"],"computed_at":"2026-11-10T06:52:35Z"},"pay":{"stated_usd_annual":125000,"is_top_pay":true},"html_url":"https://alion.io/job/monticelloam-asset-management-associate","json_url":"https://alion.io/job/monticelloam-asset-management-associate.json","meta":{"generated_at":"2026-11-10T15:51:42Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":2422,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":679709},"rest":"https://alion.io/mcp/rest/get_company?id=679709"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmonticelloam-asset-management-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmonticelloam-asset-management-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmonticelloam-asset-management-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/monticelloam-asset-management-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmonticelloam-asset-management-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":917457}},{"tool":"search_jobs","arguments":{"company":"monticelloam.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":917457},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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