About this role
- Build and maintain detailed cash flow models for CRE loans and underlying properties, including sensitivity and downside scenario analysis, to evaluate credit risk and relative value.
- Conduct property, market, and sponsor due diligence, including review of rent rolls, operating statements, appraisals, third-party reports, and market comparables.
- Prepare investment memoranda and presentations that clearly articulate the investment thesis, key risks and mitigants, and proposed structure.
- Support the structuring and negotiation of loan terms and documentation alongside senior team members, legal counsel, and internal partners.
- Track the performance of existing investments, monitor covenant compliance and market conditions, and proactively flag emerging risks to the team.
- Bachelor's degree in Finance, Economics, Real Estate, Accounting, or a related field; progress toward the CFA or a master's degree a plus.
- 2-4+ years of experience in real estate investment banking, or real estate private equity, with direct exposure to underwriting and transaction execution.
- Advanced Excel financial modeling skills Strong written and verbal communication skills; sound credit judgment and strong attention to detail; ability to manage multiple transactions simultaneously and work independently; demonstrated interest in real estate credit markets.
- Demonstrates strong AI literacy and uses AI-enabled tools to enhance speed, accuracy, and insight generation while maintaining sound judgment and compliance with governance standards