Global Banking & Markets - Private - Dallas - Analyst - Real Estate Credit & Asset Management

About the role

The Loan Management team is a business unit within the Global Banking and Markets division, primarily supporting the Mortgage Loan Trading desk and Global Banking and Markets’ Real Estate Finance Group. The team operates as a multi‑faceted diligence and asset‑management platform specializing in whole‑loan acquisition, sales, securitizations, and financing opportunities, with product expertise across mortgages, consumer loans, real estate, and warehouse financing. This role is responsible for underwriting, managing, and overseeing commercial real estate loans in which the firm has an interest.

Responsibilities

General

• Work collaboratively to achieve department and firm objectives.
• Develop and maintain market relationships with appropriate vendors and other industry participants.
• Support and participate in structuring and execution of optimal financing solutions for external clients.
• Assist in loan‑level financings, appraisal review, and other activities that may require feedback from the debt originations or real estate finance groups.
• Keep senior management informed about potential decisions’ impact on assets and asset performance.

Underwriting

• Analyze and present opportunities and risks inherent in specific sectors and markets.
• Perform valuation analyses and due‑diligence‑related activities.
• Track and forecast operating cash flows from real estate assets using market data, property‑specific operating norms, actual performance data, and firm‑specific standards to evaluate, pursue, and close debt investment opportunities.
• Coordinate internal and external resources to analyze investment opportunities.

Asset Management

• Help oversee and/or directly manage a diverse portfolio of commercial real estate loans.
• Conduct Excel cash‑flow modeling/forecasting with market sale and rent comps to determine real‑estate values across property types such as multifamily, hospitality, retail, industrial, office, self‑storage, and senior living.
• Preferred experience in ARGUS or Rockport.
• Demonstrate strong interpersonal skills when interacting with property managers, third‑party vendors, credit risk managers, borrowers, and attorneys.
• Monitor business‑plan performance and make tactical and strategic recommendations as appropriate.

Analysis & Reporting

• Prepare and present transaction memos summarizing due diligence and credit analysis for internal approvals.
• Prepare and present quarterly business‑plan updates, market updates, and factors affecting collateral value and stabilization timelines to senior management and internal clients.
• Prepare and update monthly reporting packages for management and clients.

Basic Qualifications

• 1–3 years of experience in originating/underwriting commercial real estate (CRE) loans and/or managing performing/distressed assets.
• Experience valuing multiple commercial real estate product types.
• Proficiency in Excel, PowerPoint, and Word.
• Strong academic background.

Preferred Qualifications

• Excellent quantitative, verbal, and written communication skills.
• Self‑motivated with the ability to work both autonomously and in a team setting.
• Solid analytical/logical mindset and attention to detail.
• Strong sense of accountability and dedication to continuous improvement.
• Ability to work under pressure and meet deadlines while ensuring high‑quality output.