Investment Analyst - Commercial Real Estate Finance

Position Responsibilities

• Prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to determine a projected income and provide reliable valuation and loan analysis.
• Prepare loan request packages in compliance with company guidelines and investor requirements. These reports include narrative analysis of the borrower, property, location, and market, as well as underwriting, valuation, leases/rent roll analysis, and photographs, aerials, and maps.
• Compile deal-specific lists of potential lenders, coordinate and internally track lender outreach. Collect loan quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates.
• Provide closing coordination including acting as liaison with the servicing department. Responsibilities include collecting and reviewing due diligence, ordering and reviewing third party reports, and reviewing lender documentation (term sheet, commitment, loan docs, etc.). Maintain open communication with borrowers, lenders, legal counsels, third party vendors, and internal servicing and insurance departments on an as-needed basis.
• Research & Lead Generation – Provide reliable borrower, property, and market level data by using available third party and internal resources. Research will include but is not limited to ownership records, property transaction history, demographics, and sales and rent comparables. Conduct and sustain continuous and annual lead generation efforts, leveraging internal prospecting tools and third-party platforms.
• Client Service – At the direction of Managing Director or Producer, responsible for providing lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner.

Requirements

• Four-year college degree required with a major in real estate, finance, economics, accounting, or business area preferred.
• Experience in Financial analysis and/or underwriting experience specifically within commercial real estate capital markets is required.
• Proficiency in agency lending, including Fannie Mae and Freddie Mac underwriting, and a comprehensive understanding of various commercial real estate property types is preferred.
• Strong understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc.
• Candidate must possess strong verbal communication skills – ability to interact effectively and professionally with a wide variety of internal/external parties.
• Strong Tech knowledge and skills, including in-depth expert knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.). Knowledge of Salesforce, ARGUS, and InDesign software is a plus.
• Strong organizational skills with the ability to multi-task while under pressure and an aptitude for problem-solving.
• Resourceful with a strong initiative and ability to work independently with minimal supervision.
• Strong work ethic and willingness to work extended hours when necessary.

Qualifications

• None specified

Skills

• Financial analysis
• Underwriting
• Commercial real estate
• Microsoft Office
• Agency lending
• Commercial real estate property types
• Cash flow analysis
• Verbal communication
• Organizational skills
• Problem-solving

Benefits

• Medical
• Dental
• Vision
• Paid time off
• 401K match
• Annual discretionary contribution based on business performance
• Paid parental leave and adoption assistance
• Education assistance
• Volunteer paid time off
• Charitable contribution match

Pay

The salary range for the Investment Analyst position is $70,000.00 to $90,000.00 annually plus annual Bonus. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience.

Schedule

Not specified