Analyst, Associate Development Program
Purpose And Job Summary
Lument is currently seeking Analysts for its Associate Development Program (“ADP”) at its Columbus, Ohio and New York City offices. The ADP is a comprehensive program designed to develop entry-level analyst and associate talent. Participants will undergo a rigorous training program covering commercial real estate, credit analysis, and Lument products, gaining exposure to multifamily, affordable, and seniors housing sectors. The program offers a 12-month period for exploration of career paths, culminating in placement in one of these sectors.
About the Role
The ADP is tailored for recent undergraduate candidates, with recruitment focusing from August to December. Individuals with 1-3 years of experience are also considered. The program requires residency in New York or Columbus, Ohio, and lasts from July 2027 to July 2028. Permanent roles’ locations vary depending on sector and line of business.
Essential Duties & Responsibilities
- Perform comprehensive financial analysis for transactions, including creation of credit profiles, mortgage insurance applications, and related materials.
- Create and present offering memoranda, management and board presentations, pitch books, and other transaction-related documents.
- Engage in all stages of deals from engagement to closing, interacting with internal teams, clients, agencies, investors, and other funding participants.
- Support loan originators and underwriters during the due diligence process.
- Develop and apply knowledge of Lument programs, policies, and procedures, and other mortgage and finance programs.
- Involvement in corporate and strategic initiatives as needed.
- Work professionally and harmoniously with team members and coworkers.
- Commit to ORIX USA core values: Pursue Excellence, Seize Opportunity, Live Honorably, Create Value, and Thrive Together.
Contacts
This role involves frequent interaction with all levels of employees and management. It also includes occasional contacts with outside business partners, vendors, consultants, and other office visitors.
Education, Skills & Experience
- Bachelor’s degree in business, finance, accounting, real estate, or a related field required.
- Formal education, internship, or work experience in commercial real estate or sectors served by the firm preferred.
- Willingness to relocate required.
- Proficiency in Microsoft Office, with emphasis on Microsoft Excel.
- Excellent organizational, communication, presentation, and interpersonal skills.
- Ability to plan, organize, and prioritize assignments, meet critical deadlines, and manage multiple tasks simultaneously.
- Demonstrated ability to maintain confidentiality and use discretion.
- Exceptional communicator with a professional business image and strong command of the English language (spelling, grammar, and punctuation).
- Quick learner with the ability to work independently and as part of a high-performance team.
- Flexibility and ability to work under pressure with tight deadlines and constant interruptions.
Pay
Annual base salary gross: $70,000 - $90,000 (New York 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.
Benefits
ORIX USA offers a comprehensive benefits package that includes:
- Cash bonuses
- Long-term incentives
- Health insurance
- Accident and life insurance
- Roth 401(k) plan
- Flexible work arrangements
- Comprehensive family care benefits
- Annual observed holidays
Life at ORIX
We are dedicated to the health and well-being of our employees and provide a competitive benefits package that includes:
- Competitive vacation policy
- Floating personal holidays
- Extensive leave options
- Infertility coverage
- Adoption support
- Child and elder care
- Maternity and parental leave benefits
About ORIX USA
ORIX USA is an equal opportunity employer committed to diversity and inclusion. We provide equal employment opportunities to all employees and applicants 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 any other status protected by law.