Real Estate Analyst

About the role

Berkadia’s Rotational Analyst Program takes a dynamic approach to analyst onboarding and development across two of Berkadia’s three most critical platforms – mortgage banking, investment sales and underwriting. Over 12 months, you’ll partner with seasoned professionals, senior leadership and reliable mentors as you prepare to make an impact on the CRE industry.

Responsibilities

During the program you will engage in a comprehensive onboarding experience introducing you to:

• Berkadia’s culture
• Client-facing business segments
• Supporting groups and technologies
• Berkadia employees, ranging from analysts through members of executive leadership

After onboarding, you will complete two, 6-month rotations in two production business groups — Investment Sales and Mortgage Banking. You’ll play a critical role in executing and supporting business for our multi-billion-dollar capital markets platforms.

Investment Sales

While supporting Investment Sales, you will primarily assist Investment Sales Advisors with client and property financial analysis and with extracting, manipulating, and preparing market data. Example tasks include:

• Assisting Investment Sales Advisors in preparation of investment memorandums and valuations for review by senior executives
• Gathering market research for managers to support procurement and analysis of market rents and expenses, comparable sales, market trends, etc.
• Preparing financial analysis and projections for acquisition and disposition opportunities so that senior executives can evaluate the financial feasibility and viability of each project
• Analyzing P&L statements and rent rolls

Mortgage Banking

While supporting Mortgage Banking, you will focus on reviewing and evaluating new loan opportunities and serve as a key point of contact for tracking the progress of those opportunities through the loan cycle. Example tasks include:

• Reviewing Excel-based underwriting workbooks and narrative presentations
• Reviewing, sizing, and pricing transactions with the product originations team during the quote process
• Drafting quotes to the business and credit teams
• Adding quotes to internal tracking (CRM) system
• Preparing loan applications

Upon completing the 12-month rotational period, you will partner with local and program leadership to identify permanent placement into Investment Sales or Mortgage Banking as determined by career interest, performance, and office needs.

Benefits

• Monthly paid volunteer hours and donation matching to benefit our communities
• Employee Resource Groups that help you grow with us
• Fertility and family planning services
• Up to 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions
• Tuition reimbursement
• Pet insurance discounts