Investment Professional, CML Production
Core
Sourcing, analyzing, and underwriting commercial mortgage loans and mezz/equity investments for a $130B asset management portfolio.
Role type
Senior Investment Professional (Commercial Real Estate)
Builds
Real estate fund investments and loan portfolio surveillance
Domain
Commercial Real Estate / Asset Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial real estate underwriting, financial analysis and modeling, loan document interpretation, market analysis, negotiation, stakeholder management
Preferred skills
CFA/CAIA designation, strong real estate underwriting skills, independent creative thinking
Technologies
Spreadsheet software, asset management systems
Responsibilities
Identify and negotiate real estate fund investments; Underwrite deals including property/fund analysis and exit strategies; Support deal term negotiations and coordinate closings with legal counsel; Source investment opportunities with brokers and fund managers; Assist in portfolio surveillance and risk mitigation initiatives
Seniority
Senior, hands-on IC