Asset Management Consultant Jobs
Asset Management Consultant jobs are open across wealth management, banking, insurance, and private equity, from analyst-level to senior and principal, with specializations in portfolio strategy, risk advisory, and investment operations. See the openings below and apply to the ones that match your experience.
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Purpose and Job Summary
The Senior Associate Asset Management – Agency Risk position provides outstanding service to internal and external clients, identifies risk, and aids post-closing transactions within the complex servicing portfolio of FNMA and Freddie Mac loans. The Associate will monitor high risk agency loans, estimate any potential losses, propose mitigation strategies, and communicate business plans to upper management. In addition, the position may also manage REO properties through disposition. He/She will also be asked to facilitate post-closing transactions, inspect portfolio properties, and coordinate underwrite assumptions and transfers of interest, as well as contribute to the risk management team by participating in various duties related to the administrative, financial, capital and operations of the portfolio.
Essential Duties & Responsibilities
- Identify underperforming and potentially troubled assets, and escalate through the proper channels to assure that performance issues are appropriately addressed.
- Collect, review and analyze property financial operations by the specified due date.
- Monitor physical condition of property collateral by reviewing or conducting property inspections. Follow up with borrower for completion of any required repairs, ensuring completion prior to agreement expiration (if applicable), and advise Master Servicer accordingly.
- Assess and manage risk by preparing credit watch list rating write ups for executive review and approval
- Clearly manage and communicate closing expectations to all transaction parties including borrower, potential buyer, banker, agency, broker, etc.
- Review documents from closing to perform loan set up of new or converted loans. As needed, follow up with closing coordinator and legal counsel to collect any missing loan documents, and disseminate pertinent insurance, tax and other information from closing.
- Review and approve disbursements from replacement reserves, completion repair, and other collateral escrows in accordance with Master Servicer and established departmental guidelines
- Make collection calls on loans where payments are not received within specified timeframes, follow up to ensure payment receipt, and report status periodically per established guidelines. Coordinate sending late payment letters and collection of late charges.
- Facilitate loan workout situations, monitor per modified documents and report as required.
- Ensure all loan related system changes per specific loan documentation and/or Master Servicer requirements are completed. Assist in tax, insurance, UCC, inspection, and financial certifications to the Master Servicer, as required Review and approve loan pay offs per established procedures, from initial borrower request through pay off calculation, verification and approval processes
- Coordinate receipt of any loan assumptions, easement agreements, etc. Initiate necessary changes to servicing system, add to loan documents list in system, and notify other departments as applicable.
- Record agreements if required by Master Servicers, and set appropriate ticklers for follow-up or future/pending changes as applicable.
- Administer balloon and maturing loans per established guidelines
- Assist with loan Securitization process by ensuring loan information is accurate and complete Review and provide comments to management regarding the Sub-Servicing and Pool and Servicing Agreements related to each Securitization.
- Ensure CREFC reporting requirements are met as well as all required certifications/exhibits are executed and submitted to Master Servicer timely.
- Analyze and recommend REO business plans including managing third party vendors for property management and sales disposition.
Contacts
This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.
Education, Skills & Experience
- Associates or Bachelor’s degree preferred with a concentration in Finance, Real Estate, Management or Business desired.
- More than 7 years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred, with exposure to Freddie Mac, Fannie Mae multifamily loan servicing and products.
- More than 3 years asset management experience in CMBS loans and Special Servicing/REO.
- An equivalent combination of education and experience which clearly demonstrates knowledge and skill set in CMBS, master/special servicing in loan asset management to perform the job functions may be considered.
- Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), and various regulatory and industry contacts
- Creative and effective problem solving skills, excellent organizational and analytical skills
- The ability to work well under pressure, adjust to varied workloads and handle multiple priorities, with a sense of urgency
- Ability to work with and understand financial concepts and perform financial analysis on multifamily and healthcare loans
- Strong computer literacy required, particularly regarding spreadsheet and word processing applications such as Microsoft Excel, Word, and PowerPoint. Working knowledge of Strategy a plus.
- Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
- Provides excellent customer service, projects professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation)
- Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
- Experience working in agency systems and certified to perform MBA inspections preferred
Annual base salary gross: $110,000 - $120,000 (OH only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
Purpose and Job Summary
The Senior Associate Asset Management – Agency Risk position provides outstanding service to internal and external clients, identifies risk, and aids post-closing transactions within the complex servicing portfolio of FNMA and Freddie Mac loans. The Associate will monitor high risk agency loans, estimate any potential losses, propose mitigation strategies, and communicate business plans to upper management. In addition, the position may also manage REO properties through disposition. He/She will also be asked to facilitate post-closing transactions, inspect portfolio properties, and coordinate underwrite assumptions and transfers of interest, as well as contribute to the risk management team by participating in various duties related to the administrative, financial, capital and operations of the portfolio.
Essential Duties & Responsibilities
- Identify underperforming and potentially troubled assets, and escalate through the proper channels to assure that performance issues are appropriately addressed.
- Collect, review and analyze property financial operations by the specified due date.
- Monitor physical condition of property collateral by reviewing or conducting property inspections. Follow up with borrower for completion of any required repairs, ensuring completion prior to agreement expiration (if applicable), and advise Master Servicer accordingly.
- Assess and manage risk by preparing credit watch list rating write ups for executive review and approval
- Clearly manage and communicate closing expectations to all transaction parties including borrower, potential buyer, banker, agency, broker, etc.
- Review documents from closing to perform loan set up of new or converted loans. As needed, follow up with closing coordinator and legal counsel to collect any missing loan documents, and disseminate pertinent insurance, tax and other information from closing.
- Review and approve disbursements from replacement reserves, completion repair, and other collateral escrows in accordance with Master Servicer and established departmental guidelines
- Make collection calls on loans where payments are not received within specified timeframes, follow up to ensure payment receipt, and report status periodically per established guidelines. Coordinate sending late payment letters and collection of late charges.
- Facilitate loan workout situations, monitor per modified documents and report as required.
- Ensure all loan related system changes per specific loan documentation and/or Master Servicer requirements are completed. Assist in tax, insurance, UCC, inspection, and financial certifications to the Master Servicer, as required Review and approve loan pay offs per established procedures, from initial borrower request through pay off calculation, verification and approval processes
- Coordinate receipt of any loan assumptions, easement agreements, etc. Initiate necessary changes to servicing system, add to loan documents list in system, and notify other departments as applicable.
- Record agreements if required by Master Servicers, and set appropriate ticklers for follow-up or future/pending changes as applicable.
- Administer balloon and maturing loans per established guidelines
- Assist with loan Securitization process by ensuring loan information is accurate and complete Review and provide comments to management regarding the Sub-Servicing and Pool and Servicing Agreements related to each Securitization.
- Ensure CREFC reporting requirements are met as well as all required certifications/exhibits are executed and submitted to Master Servicer timely.
- Analyze and recommend REO business plans including managing third party vendors for property management and sales disposition.
Contacts
This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.
Education, Skills & Experience
- Associates or Bachelor’s degree preferred with a concentration in Finance, Real Estate, Management or Business desired.
- More than 7 years of progressive experience in commercial mortgage servicing or commercial real estate asset management is preferred, with exposure to Freddie Mac, Fannie Mae multifamily loan servicing and products.
- More than 3 years asset management experience in CMBS loans and Special Servicing/REO.
- An equivalent combination of education and experience which clearly demonstrates knowledge and skill set in CMBS, master/special servicing in loan asset management to perform the job functions may be considered.
- Strong interpersonal skills demonstrated by an ability to communicate effectively with colleagues, clients (internal & external), and various regulatory and industry contacts
- Creative and effective problem solving skills, excellent organizational and analytical skills
- The ability to work well under pressure, adjust to varied workloads and handle multiple priorities, with a sense of urgency
- Ability to work with and understand financial concepts and perform financial analysis on multifamily and healthcare loans
- Strong computer literacy required, particularly regarding spreadsheet and word processing applications such as Microsoft Excel, Word, and PowerPoint. Working knowledge of Strategy a plus.
- Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
- Provides excellent customer service, projects professional business image and excellent command of the English language, both verbally and in writing (spelling, grammar, and punctuation)
- Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
- Experience working in agency systems and certified to perform MBA inspections preferred
Annual base salary gross: $110,000 - $120,000 (OH only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
Asset Management Consultant Jobs by Experience Level
See All 594+ Asset Management Consultant Jobs
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Find JobsAsset Management Consultant Job Market
Who's Hiring
- JPMorganChase69
- HCLTech28
- Goldman Sachs14
- PNC Financial Services11
- EY9
Top Industries Hiring
- Accounting & Auditing10
- Banking & Financial Services9
- Consulting & Professional Services9
- Investment & Asset Management6
- Sports & Recreation5
What Employers Look For
The qualifications that appear most often in asset management consultant jobs.
- Bachelor's degree in finance, economics, accounting, or a related field
- CFA designation or demonstrated progress toward the CFA charter
- Experience analyzing investment portfolios, risk exposures, or asset allocation strategies
- Proficiency in Excel-based financial modeling and portfolio analytics tools
- Strong client-facing communication skills with experience presenting to institutional investors
- Familiarity with regulatory frameworks such as ERISA, SEC guidelines, or GIPS standards
Tips for Your Asset Management Consultant Job Search
Tailor your resume to each mandate
Asset management consultant roles vary sharply between discretionary portfolio work and operational advisory. Reframe your bullet points to match the mandate in each listing, whether that's AUM growth, risk framework design, or client reporting infrastructure.
Highlight relevant certifications upfront
CFA, CAIA, or CFP credentials move you past initial screening faster than experience alone. Place them in your resume header or a dedicated certifications line so recruiters spot them before reading your work history.
Apply early to roles that fit
Migrate Mate lists asset management consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target firms by asset class focus
Filter openings by the asset class you know best, such as fixed income, alternatives, or multi-asset. Hiring managers prefer candidates who demonstrate depth in one area over generalists when the role sits inside a specialist team.
Prepare a client scenario walkthrough
Interviewers frequently ask you to walk through a past client engagement from discovery to recommendation. Prepare one crisp example that covers how you diagnosed a gap, what you proposed, and what changed for the client afterward.
Negotiate scope before you negotiate pay
In consulting structures, the client roster, travel expectations, and billable-hour targets affect day-to-day quality of life as much as compensation. Clarify those terms during the offer stage so you're comparing roles accurately.
Asset Management Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most asset management consultants?
JPMorganChase, HCLTech, and Goldman Sachs are hiring the most asset management consultants right now, with openings concentrated in New York, Texas, and California, based on current listings on Migrate Mate as of November 2026. Demand is strongest at large institutional advisory firms, regional wealth management practices, and the consulting arms of major banks.
How many asset management consultant jobs are remote?
About 65% of asset management consultant openings are fully remote or hybrid as of November 2026, with remote availability higher for roles focused on investment research, reporting, and back-office operations than for client-facing advisory positions, which typically require some in-person presence with institutional clients.
How do you become an asset management consultant?
Start with a degree in finance, economics, or a related field, then build experience in portfolio analysis, financial planning, or investment operations through roles at an asset manager, bank, or advisory firm. Earning a CFA or CAIA credential strengthens your candidacy significantly. Most practitioners move into the consultant title after several years of demonstrated client advisory or portfolio management work.
Can you get hired as an asset management consultant with little experience?
Some firms hire junior consultants or analysts who rotate into advisory roles, particularly at large financial services firms with structured training programs. Focusing on your analytical skills, any exposure to portfolio software, and a CFA Level I result helps offset thin direct experience. Smaller boutique practices are often more open to candidates who demonstrate strong fundamentals and a clear grasp of asset class mechanics.
What does the asset management consultant interview process look like?
The process typically runs three to four rounds. An initial recruiter screen is followed by a technical interview covering portfolio theory, risk metrics, and financial modeling. Later rounds involve case studies where you assess a hypothetical client portfolio or present an investment recommendation. Final interviews often include a meeting with senior partners or a client-facing team lead who evaluates your advisory communication style.
Where can I find and apply to asset management consultant jobs?
You can find and apply to asset management consultant jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your background and apply directly to each one that fits your experience and target market.
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