CareerPlan

Associate, Underwriting and Portfolio Management – TMT – Digital Infrastructure Commercial Real Estate

New York, NY, USFull-time$130k–$155k2026-10-22 → 2026-11-09

Core

Associate supporting Portfolio Management and underwriting for Digital Infrastructure clients in the TMT sector, focusing on credit analysis, risk assessment, and financial modeling for commercial real estate borrowers.

Role type

Associate, Credit Underwriting and Portfolio Management

Builds

Credit applications, risk ratings, and portfolio management reports for public and private corporate borrowers.

Domain

Commercial Real Estate / Digital Infrastructure / Technology, Media & Telecom

Required skills

Financial modeling, credit analysis, risk assessment, cash flow projection, valuation, regulatory analysis, Excel, PowerPoint, Word

Preferred skills

CFA candidate, formal credit-training program completion, AI tools proficiency

Technologies

Excel, PowerPoint, Word, AI tools

Responsibilities

Perform due diligence and financial analysis on new transactions and ongoing reviews; Support senior Portfolio Managers in risk assessment and rating; Monitor credits for potential upgrades, downgrades, or deterioration; Prepare Quarterly Watch List credits; Support structured credit transactions and financial modeling of commercial real estate cash flows.

Seniority

Associate, entry-level to mid-level IC