Real Estate Analyst

Our client is seeking an Analyst with 0-2 years of real estate or investment banking and commercial real estate underwriting experience to join their organization, focusing on real estate Credit and Special Situations.

About the role

The Analyst will work closely with the Director, Principals, and team to provide initial vetting and analysis of inbound potential loans and investments, including underwriting and creation of investment memorandums and research reports. The role may also include asset management of 3-5 existing loan investments under the direction of the Principals, as well as managing the mechanics of new closings with oversight from the Principals/Investment Team. This is an ideal role for someone looking to work with an entrepreneurial team in a dynamic environment.

Responsibilities

• Assist with the preparation of all types of written credit presentations, including Investment Committee Memorandums and external presentation materials.
• Perform property-level due diligence and financial loan analytics.
• Analyze and interpret property-level financial statements, proformas, and rent rolls.
• Assess the feasibility of loans with respect to property, market, and sponsor using research tools such as CoStar and a professional network of brokers and other market participants.
• Perform cash flow underwriting and modeling (in-place and prospective).
• Valuation of underlying properties securing loans.
• Review legal and third-party reports.
• Perform asset management functions such as recording payments and coordinating draws and Borrower requests.
• Organize the closing process with oversight from the Investment team.
• Demonstrate flexibility in schedule to meet time-sensitive deadlines.

Requirements

• Bachelor’s degree; Preferred Field of Study: Real Estate, Finance, Accounting.
• 0-2 years of relevant experience in real estate lending, acquisitions, asset management, or real estate investment banking.
• Direct/relevant experience in commercial real estate and/or lending transactions.
• Understanding of real estate finance including debt and equity structures.
• High level of understanding of property operating statements and construction budgets for all commercial property types (e.g., hotel, office, retail, multifamily, build-to-rent, for-sale housing, and self-storage).

Skills

• High level of professionalism with exceptional verbal, written, and electronic communication skills, with attention to detail.
• Ability to be flexible, independent, and collaborate with fellow team members.
• Strong analytical, problem-solving, and computer skills with a thorough knowledge of Excel.
• Ability to work in a fast-paced environment running multiple tasks under tight deadlines.
• Work in a team environment yet think independently and generate quality work product.
• Advanced knowledge of Microsoft Office Suite including Outlook, Excel, PowerPoint, and Word.