Analyst, Portfolio Management, Debt Investments

Main Duties and Responsibilities: the successful candidate will build an internal tool automating borrower reports. They'll handle email attachments (Borrower and Investor reports in PDFs/Excels format), rename them, save to SharePoint, extract key loan metrics, store in a database with versioning and approvals, and create interactive dashboards. Work with a senior developer and investment professionals to replace manual Excel work with efficient automation. This initiative replaces fragmented Excel-based workflows with structured systems capable of supporting future capabilities such as predictive dashboards, AI integration, document intelligence, and internal knowledge management. This role is expected to materially improve the quality, structure, and accessibility of internal data across the platform, enhancing investment decision-making, reporting, and operational efficiency.

Key Responsibilities

• Automate extraction of PDF/Excel attachments from shared Outlook inbox, rename files and upload to SharePoint folders.
• Extract key financials (revenue, debt ratios) using scripts and store in a database; handle updates with team verification while keeping historical data.
• Build simple approval workflows for data changes.
• Create dashboards from the database – easy-to-use for both technical and non-tech users.
• Test integrations and gather team feedback for improvements.

Required Qualifications & Experience:

• 1- 3 years of relevant experience.
• Basic Python for automation, file parsing (e.g., pdfplumber for PDFs, pandas for Excels), and data extraction.
• Familiarity with Microsoft tools: Outlook/SharePoint APIs (e.g., Graph API basics), Power Automate for workflows.
• Simple front-end for dashboards (HTML/CSS/JS; Streamlit or Dash).
• SQL basics for database connections (e.g., pyodbc) and queries.
• Excel knowledge (pivots, formulas) to understand and automate workflows.
• Git for version control; basic security like user auth and data logging.
• A team player with excellent communication skills, strong work ethic and positive attitude.
• Energetic and self-motivated, with an ability to work independently and show initiative.
• A willingness to automate away manual tasks.

Desirable Skills

• Good understanding and an interest in real estate investments and knowledge of debt investments would be advantageous.
• Power BI for interactive visuals.
• Databases like PostgreSQL or Azure SQL.
• Regex/NLP for smarter extraction.
• Finance basics (e.g., real estate debt reports).
• Docker for testing.

LaSalle is an Equal Opportunity Employer and encourages applications from all sections of the community