M

MONTICELLOAM

Bridge loan lender for seniors housing

Business Analyst

Full-Time
$100k - $125k/yr+ Bonus
Mid
New York, NY, USA
In PersonMust work onsite at the New York City office.
Business & StrategyBusiness Analysis

About the job

Requirements
  • Proven ability to understand business challenges and deliver data-driven solutions
  • Experience generating ad hoc reports and analyses for business stakeholders
  • Strong SQL skills for querying and data modeling
  • Familiar with Python for data analysis, automation, and reporting
  • Git for version control
  • DBT for data transformations
  • Snowflake or another cloud data warehouse
  • Working with offshore or distributed development teams
  • Airflow or other orchestration tools
  • LLMs for effective coding and productivity
Responsibilities
  • Partnering with business stakeholders to understand and document business requirements
  • Generating ad hoc reports and analyses that answer time-sensitive business questions
  • Writing Python and SQL to extract, transform, and analyze data across the business
  • Taking projects end to end – from business problem through delivered solution
  • Project management support – helping coordinate and manage our offshore development teams to keep delivery on track
  • Automated Data Quality and QC processes that keep reporting accurate and trusted
  • Dashboards and reporting that drive portfolio decisions
  • AI initiatives across the business – including workflow automation, data ingestion, and analysis and insights
Desired Qualifications
  • Git for version control
  • DBT for data transformations
  • Snowflake or another cloud data warehouse
  • Working with offshore or distributed development teams
  • Airflow or other orchestration tools
  • LLMs for effective coding and productivity
  • A strong team player who thrives in a collaborative environment
  • Excellent communication – a good listener asks insight-generating questions
  • Comfortable being uncomfortable – able to navigate ambiguity and rapid change
  • An entrepreneurial mindset – be willing to take a risk on something new to improve the business, not just prescribed work
  • Strong finance domain knowledge

About the company

M

MONTICELLOAM

View
Website

MonticelloAM, LLC provides financing for multifamily and seniors housing projects, including bridge loans, working capital facilities, and permanent debt. It also offers an advisory practice for workout, asset management, and restructuring in the seniors housing space. The company analyzes each deal, structures funding, and actively manages risk and performance. By combining lending with specialized advisory services, it gives clients capital plus asset guidance to preserve value and navigate complex credit situations.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

New York City, New York

Founded

2014

Get referred to MONTICELLOAM

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • MONTICELLOAM closed $144M for Washington SNFs on April 28, 2026.
  • It added $17M New Hampshire SNF financing and $49.35M Florida multifamily on August 18, 2026.
  • SEC records show no disciplinary actions, and AUM reached $923M by July 2026.

What critics are saying

  • Skilled nursing borrowers face CMS reimbursement pressure entering 2027, squeezing debt service.
  • MonticelloAM concentrates in bridge loans, so refinancing markets drive defaults and fee income.
  • A severe SNF downturn would freeze originations and hit collateral, threatening the platform.

What makes MONTICELLOAM unique

  • MONTICELLOAM originated $2.2B across 49 bridge, mezzanine, and working-capital deals in 2025.
  • Its seniors housing and multifamily focus targets niche borrowers like skilled nursing operators.
  • The firm pairs lending with investor reporting discipline; Jason Liu joined July 13, 2026.

Help us improve and share your feedback! Did you find this helpful?

Benefits

  • Performance Bonus

Company News

FinanzNachrichten.de
Jun 11th, 2026
Hypha raises $50M seed round to transform fragmented investment data into AI-driven intelligence

Hypha, an AI-native asset intelligence platform for investment workflows, has emerged from stealth with a $50 million seed round. The funding was led by TriEdge Investments, with participation from Bankwell, Cammeby's International, CFG Bank, Crescent Heights, Dwight Capital, MONTICELLOAM and Yakar Partners. Co-founded by Peter Wang and Simcha Hyman in 2025, the New York-based company transforms fragmented investment data into structured insights across the asset lifecycle. Its investors, many of whom are also customers, span banking services, private credit, private equity, real estate and legal services, collectively managing hundreds of billions in private assets. The platform focuses on data-intensive sectors including private credit, private equity, healthcare and real estate. The funding will support team expansion, product development and R&D operations in Tel Aviv.

MONTICELLOAM, LLC
May 20th, 2026
MONTICELLOAM certified as a 2026 Great Place To Work.

MONTICELLOAM certified as a 2026 Great Place To Work. NEW YORK, NY May 20, 2026 - MONTICELLOAM, LLC ("MONTICELLOAM"), a specialized seniors housing and multifamily bridge lending platform, is proud to be certified by Great Place To Work. This recognition reflects an employee satisfaction rating that far surpasses the average U.S. company, underscoring MONTICELLOAM's deep commitment to building an exceptional workplace culture. "Being recognized as an exceptional workplace is a meaningful milestone for us, because the experience of our people has always been at the heart of how this firm grows," said Jonathan Litt, Co-Founder of MONTICELLOAM. "Everything we've achieved is a direct reflection of the talent, integrity, and commitment of our team. This recognition belongs to them, and we're grateful for the work they do every day to make Monticello the kind of place where great people want to build their careers." Great Place To Work(R) is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention, and increased innovation. The award is based entirely on what current employees say about their experience working at MONTICELLOAM. "As Monticello continues to grow, our people remain our greatest asset. Earning this certification affirms that we are building something special here, not just in terms of business results, but in the kind of workplace we are proud to show up to every day. I am deeply grateful to our entire team for making that possible," said Zoe Kohl, Senior HR Business Partner About MONTICELLOAM, LLC MONTICELLOAM, LLC ("MONTICELLOAM") is a specialized multifamily and seniors housing lending platform with expertise in executing bridge loans and managing credit risk. MONTICELLOAM offers bridge, working capital and permanent financing options to properties across the U.S. The firm was founded in October 2014 by Alan Litt, Thomas Lally and Jonathan Litt, who each have over 35 years of industry experience as lenders, investors, developers, and owner-operators.

MONTICELLOAM, LLC
Apr 15th, 2026
MONTICELLOAM, LLC Portfolio Manager Patti Unti named a GlobeSt. 2026 Woman of Influence.

MONTICELLOAM, LLC Portfolio Manager Patti Unti named a GlobeSt. 2026 Woman of Influence. MONTICELLOAM, LLC ("MONTICELLOAM") is proud to announce that Patti Unti, Portfolio Manager, has been named a 2026 Woman of Influence by GlobeSt. This prestigious honor celebrates exceptional women who have made a significant impact on the commercial real estate industry through leadership, innovation, and results. The Women of Influence recognition reflects Ms. Unti's impact to MONTICELLOAM's growth and the broader CRE market. Her ability to identify and act on opportunities across Seniors Housing and workforce Multifamily real estate debt, even in the face of a challenging macroeconomic environment, has distinguished her as a leader in the field. "I am deeply grateful to be recognized among such an accomplished group of women in commercial real estate. This award reflects the outstanding team at MONTICELLOAM and the trust our investors place in us every day. My goal has always been to bring clarity and conviction to complex markets while implementing credit strategies that hold up over time," said Ms. Unti. Since joining MONTICELLOAM in March of 2025, Ms. Unti has been a driving force behind the firm's investment strategy, playing a central role in the launch of products designed to serve investors seeking exposure to real estate credit. Her focus on investor alignment and proactive portfolio management has been integral to the firm's platform. "From capital raising to strategy development to portfolio management, Patti exemplifies the kind of talent and dedication that defines MONTICELLOAM's culture. Her recognition is well-deserved, and we are fortunate to have her shaping the direction of our platform. She brings a genuine commitment to doing right by our investors," said Alan Litt, Principal, MONTICELLOAM. About MONTICELLOAM, LLC MONTICELLOAM, LLC ("MONTICELLOAM") is a specialized Multifamily and Seniors Housing lending platform with expertise in executing bridge loans and managing credit risk. MONTICELLOAM offers bridge, working capital and permanent financing options to properties across the U.S. The firm was founded in October 2014 by Alan Litt, Thomas Lally and Jonathan Litt, who each have over 35 years of industry experience as lenders, investors, developers, and owner-operators.

MONTICELLOAM, LLC
Mar 3rd, 2026
MONTICELLOAM, LLC Awarded as PERE Credit 2025 Niche Sectors Lender of the Year

MONTICELLOAM, LLC awarded as PERE Credit 2025 Niche Sectors Lender of the Year. NEW YORK, NY, March 3, 2026 - MONTICELLOAM, LLC ("MONTICELLOAM") is proud to announce that the firm has been named PERE Credit's 2025 Niche Sectors Lender of the Year, a distinction that highlights MONTICELLOAM's exceptional expertise in tailoring financing to seniors housing and skilled nursing operators across the United States. "It's great to be recognized for a year of intense focus that led to over $2 billion in loan originations for the firm and improved care for aging Americans," said Alan Litt, Principal and Co-Founder of MONTICELLOAM. "We maintain a disciplined philosophy because we know the importance of serving the crucial seniors housing and healthcare sector." Founded in 2014, the firm is led by a founding team with over 30 years of owning, operating, and financing expertise, enabling the firm to execute in one of the most complex and highly regulated segments of real estate. "Facilities that care for vulnerable populations require a lender that deeply understands the comprehensive operational, clinical, and financial nuances of this industry," added Jonathan Litt, Principal and Co-Founder of MONTICELLOAM. In 2025, MONTICELLOAM continued to demonstrate its role as a leading lender in the healthcare real estate sector, originating over $2 billion in seniors housing and healthcare loans across multiple states. Notable transactions closed in 2025 include: * $470MM in bridge and working capital financing for a 16-property Virginia skilled nursing facility portfolio * $218MM in bridge, mezzanine, and working capital financing for an 18-property Kentucky skilled nursing portfolio * $115MM in bridge financing for a portfolio of assisted living and memory care communities in New York "We are honored to be a trusted capital partner to operators who provide essential care," concluded Thomas Lally, Principal and Co-Founder of MONTICELLOAM. "This award reflects the strength of those partnerships and the critical nature of the work our borrowers do every day. In a year marked by cost inflation, and limited liquidity from traditional lenders, MONTICELLOAM has delivered reliable execution and real financial impact." PERE Credit is a leading source delivering insights, news, analysis, and data on alternative real estate credit strategies and markets, focusing on capital formation, lending activity and the evolving dynamics between borrowers, lenders, and investors within commercial real estate credit. About MONTICELLOAM, LLC MONTICELLOAM, LLC ("MONTICELLOAM") is a specialized multifamily and seniors housing lending platform with expertise in executing bridge loans and managing credit risk. MONTICELLOAM offers bridge, working capital and permanent financing options to properties across the U.S. The firm was founded in October 2014 by Alan Litt, Thomas Lally and Jonathan Litt, who each have over 35 years of industry experience as lenders, investors, developers, and owner-operators.

MONTICELLOAM, LLC
Feb 4th, 2026
Portfolio Manager Patti Unti recognized as a GlobeSt. 2026 Rainmaker in CRE Debt, Equity and Finance

Portfolio Manager Patti Unti recognized as a GlobeSt. 2026 Rainmaker in CRE Debt, Equity and Finance. MONTICELLOAM, LLC ("MONTICELLOAM") is proud to announce that Portfolio Manager, Patti Unti, has been named a 2026 Rainmaker in CRE Debt, Equity and Finance by GlobeSt. This recognition highlights her leadership and innovation in the commercial real estate industry. Throughout the volatility of 2025, Ms. Unti helped guide MONTICELLOAM through elevated interest rates, declining valuations, and tighter capital markets. Her strategic vision and disciplined approach continue to create opportunities in uncertain conditions. Since joining MONTICELLOAM, Ms.Unti has been instrumental in developing and executing investment strategies aligned with investor goals and prudent risk management. "I am truly honored by this recognition. At MONTICELLOAM, our focus is on navigating evolving market conditions with discipline and clarity, while always keeping our clients' objectives at the center of every decision," said Ms.Unti She has played a major role in launching investment products focused on seniors housing and workforce multifamily real estate debt. "MONTICELLOAM values the leadership Ms. Unti brings to the firm and looks forward to continued growth under her guidance," said Alan Litt, Principal, MONTICELLOAM. "Her depth of expertise, collaborative approach, and ability to get things done have helped move key initiatives forward and strengthen our platform during a dynamic period for the industry." About MONTICELLOAM, LLC MONTICELLOAM, LLC ("MONTICELLOAM") is a specialized multifamily and seniors housing lending platform with expertise in executing bridge loans and managing credit risk. MONTICELLOAM offers bridge, working capital and permanent financing options to properties across the U.S. The firm was founded in October 2014 by Alan Litt, Thomas Lally and Jonathan Litt, who each have over 35 years of industry experience as lenders, investors, developers, and owner-operators.