CareerPlan

Corporate Banking Sr Associate - Real Estate

New York, NY, USFull-time$165k–$185k2026-10-25 → 2026-11-09
Based in United States

Core

Senior Associate in Corporate Banking leading credit underwriting, financial modeling, and transaction execution for Real Estate clients (REITs and large sponsors).

Role type

Senior IC corporate banker (real estate)

Builds

Syndicated loans, debt and equity capital markets products, derivatives, and treasury services for public REITs and large sponsors

Domain

Real Estate Finance / Corporate Banking

Required skills

Credit underwriting, Financial modeling, Portfolio monitoring, Financial statement analysis, Risk rating assessment, Deal structuring, Due diligence, Legal documentation review, Pitch book preparation, Client relationship management

Preferred skills

Series 79 and 63 licenses, Global business landscape knowledge

Technologies

Excel, PowerPoint

Responsibilities

Lead drafting and structuring of credit memorandums, annual reviews, and quarterly monitoring reports; Conduct detailed financial statement analysis and risk rating assessments; Monitor assigned portfolio of real estate corporate clients for covenant compliance; Develop, maintain, and stress-test complex cash flow models and valuation frameworks for diverse real estate asset classes; Participate in structuring, underwriting, and execution of syndicated and bilateral credit facilities, bridge loans, and construction loans; Provide guidance, training, and quality-control support to junior Analysts

Seniority

Senior, hands-on IC