The Analyst's primary responsibilities will be in support of the Investment Team including the following:
- Model property level and investment cash flows, including complex debt and equity waterfalls.
- Assist with the preparation of all types of written credit presentations, including Investment Committee Memorandums and external presentation materials using Microsoft PowerPoint and Word.
- Perform property level due diligence and financial loan analytics.
- Analyze and interpret property level financial statements, proformas, and rent rolls.
- Analyze and asses the feasibility of loans with respect to property, market, and sponsor utilizing research tools such as CoStar and a professional network of brokers and other market participants.
- Cash flow underwriting and modeling (in-place and prospective).
- Valuation of underlying properties securing loans.
- Review legal and third-party reports.
- Organize closing process with oversight from the Investment team.
- Flexibility in schedule with respect to meeting time sensitive deadlines.
Candidate must possess the following skill set and background:
- Bachelor's degree; Preferred Field of Study: Real Estate, Finance, Accounting
- 1-3 Years of relevant experience in investment banking or real estate lending, acquisitions, and asset management.
- High level of professionalism with exceptional verbal, written, and electronic communication skills with attention to detail.
- Ability to create complex cash flow models and scenarios from scratch using Excel.
- Strong analytical, problem solving, and computer skills with a thorough knowledge of Excel.
- Experience creating and editing presentations and investment materials in PowerPoint.
- Ability to be flexible, independent, and collaborate with fellow team members.
- 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).
- Ability to work in 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.
