Investor Reporting Analyst

The Opportunity (This is a hybrid opportunity in Ambler, PA)

The Investor Reporting Analyst is responsible for the accurate and timely reporting and remittance of mortgage payments to the investors in their assigned portfolio. They are required to review remittance reports, ensure the data is accurate, and make adjustments where necessary. The movement of funds internally is of vital importance to ensure that bank accounts have the required funds and ready to be wired or drafted.

  • Analyzes remittance reports/data tape and makes adjustments to the data and report format based on industry guidelines and investor requirements and prepares the corresponding wire
  • Reviews and reconciles various custodial bank accounts to ensure outstanding items are cleared
  • Analyzes accounting issues that occur due to system errors and suggests corrections to Strategy to prevent future occurrences
  • Documents and maintains P&P’s for their own investors
  • Responds to inquiries received from internal and external parties
  • Cross-train with the other Analysts to ensure coverage during scheduled time off
  • Other duties as assigned.


What you will need to be successful

  • Adhere to Berkadia’s policies and exhibit proficiency and understanding of Berkadia’s Values and position-specific skills.
  • High school diploma or GED required 
  • Bachelor’s Degree preferred
  • One to three years prior experience in a similar position.


#LI-HF1 #Hybrid


Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets. Our unique ownership structure allows us to put the client’s interests first and creates a marketplace that delivers a superior experience.

Berkadia complies with the law regarding reasonable accommodations for disabled applicants.  Applicants who require reasonable accommodations to participate in the interview process should contact to arrange for such accommodations.

Berkadia is an Equal Opportunity employer and complies with all applicable Federal, State and local laws concerning discrimination in employment.  No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law.

By applying to this job opportunity you are acknowledging Berkadia’s Application Policy and Berkadia’s Privacy Policy. Applicants have rights under Federal Employment Laws. Please click the following links for more information: EEOC, Employee Rights under the FMLA, EPPA.