Analyst

About the Role

This role will provide support in the delivery of due diligence and real estate analysis for CMBS, agency multifamily, securitization, and other commercial real estate loan underwriting and debt consulting services. This role involves participating in managing multiple transactions with multiple clients under tight timelines.

Key Responsibilities

• Provide analytical support in the underwriting and closing of commercial real estate loans, securitizations, or affordable housing loans on behalf of clients.
• Review, analyze, and/or interpret financial operating statements, rent rolls, third-party reports, tenant lease agreements, surveys, title reports, zoning reports, property insurance policies, credit reports, and other due diligence requirements.
• Assist with loan closings and procure needed closing items.
• Research, analyze, and summarize tenant-level information, including financial trends and credit ratings or stock market capitalization.
• Conduct telephone interviews to solicit market data with brokers, appraisers, investors, and other market participants.
• Research, analyze, and summarize market and submarket information, including inventory, absorption, new/proposed development, and rent and vacancy trends.
• Extract pertinent data from appraisal, engineering, environmental, and other third-party reports.
• Write property, market, borrower/sponsor descriptions, and third-party report summaries for credit memos and asset summary reports.
• Assist in developing value conclusions for all property types.

Requirements & Tech Stack

• Excel and cash flow modeling skills.
• Proficient in Argus (preferred).
• Strong communication & business writing skills.

Qualifications

• Bachelor’s degree or equivalent level of education and experience; preferred fields of study include accounting, finance, real estate, and business.
• Entry-level professional with 0-2 years of industry and/or relevant experience.
• 0-2 years' experience in real estate-related or financial services industry, such as appraisal, brokerage, or banking primarily focused on commercial properties.
• Familiarity with commercial real estate, affordable housing loans, due diligence process, commercial lending policies, securitization, and credit and risk management policies.
• Full understanding of property sectors (office, retail, industrial, hotel, multifamily) and their different investment characteristics.
• Ability to see the "big picture" in commercial real estate and capital markets finance transactions.
• Experienced underwriting agency multifamily, CMBS, or CRE balance sheet loans or securitization is strongly preferred.