Commercial Real Estate Financial Analyst

Key Responsibilities

• Support underwriting of commercial real estate loans across several asset classes, with a primary focus on healthcare-related investments
• Prepare investment memoranda and presentation materials for internal and external investment committees as well as syndicate banking partners
• Aid in structuring transactions, including drafting term sheets and letters of intent
• Create and maintain financial models to evaluate lending opportunities, including loan sizing, structuring, and return analysis (IRR, NPV, ROI, ROE)
• Perform KYC (Know Your Customer) and background checks on all transaction parties
• Conduct comprehensive due diligence, including review of appraisals, market studies, environmental reports, financial statements, and all other third-party reports
• Coordinate with clients, legal counsel, title companies, and all other stakeholders to collect documentation and facilitate loan closings
• Analyze historic financials, operating performance, and projections; conduct proforma and sensitivity analyses to assess risk and feasibility
• Analyze market trends and support broader investment strategy and reporting initiatives
• Contribute to process improvements, internal tools, and reporting capabilities
• Aid in marketing materials and investor communications, including private placement offerings
• Collaborate with asset management to support handoff of transactions from underwriting through post-closing responsibilities
• Ability to travel nationally as required
• Work in the office as required by office policy

Qualifications

• 1 to 3 years professional experience, preferably in commercial real estate finance, lending, or underwriting
• Bachelor’s degree in finance, accounting, real estate, business, or a related field (minimum one year post-graduation experience required)
• Strong financial modeling and analytical skills, with proficiency in Excel, PowerPoint, Adobe and Word
• Solid understanding of real estate concepts (e.g., cap rate, DSCR, LTV, cash flow analysis)
• Excellent organizational skills and ability to manage multiple concurrent transactions or priorities
• Strong written and verbal communication skills with an attention to detail
• Interest in healthcare, seniors housing, or multifamily projects
• Proactive, team-oriented mindset with a desire to learn and grow within the industry
• Ability to work full-time in-office in Richmond, VA or White Plains, NY

Pay

Base salary range: $90,000 - $120,000/year

Schedule

Full-time in-office in Richmond, VA or White Plains, NY