Senior Investment Analyst

Overview

Responsibilities

• Underwriting – 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.
• Packaging - 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.
• Pre-closing – 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.
• Closing – Provide closing coordination at the direction of the Managing Director or Producer, 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.) Maintaining open communication with borrowers, lenders, legal counsels, third-par
• Research & Lead Generation – At the direction of the Managing Director or Producers, 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. At the direction of the Managing Director or Producer, conduct and sustain continu
• Client Service – At the direction of the 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.

Qualifications

• Minimum 2+ years of full-time financial analysis and/or underwriting experience in Commercial Real Estate Capital Markets is required.
• A comprehensive understanding of various property types is also essential.
• Four-year college degree required with a major in real estate, finance, accounting, or business area 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.).
• Strong organizational skills with the ability to multitask 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.

Preferred Qualifications

• Strong proficiency in agency CRE (Fannie/Freddie) underwriting preferred.
• Knowledge of Salesforce, ARGUS, and InDesign software is a plus.
• Familiarity with AI tools and emerging technologies, with the ability to appropriately leverage them to create efficiencies in CRE research, underwriting support, loan packaging, lender/borrower materials, and workflow management.