Analyst, Institutional Capital Group
Core
Analyst supporting senior team members in managing client relationships, reviewing credit requests, and monitoring transactions for public/private REITs and real estate firms.
Role type
Analyst, Institutional Real Estate Group
Builds
Corporate credit facilities, syndicated finance, acquisition/bridge loans, permanent debt, public/private bonds, and public/private equity for institutional real estate entities.
Domain
Commercial real estate finance and banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
financial analysis, real estate due diligence, transaction underwriting, credit structuring, portfolio management, financial modeling, internal modeling for risk ratings
Preferred skills
finance/accounting/CRE/economics degree coursework, financial modeling experience, commercial real estate or commercial banking internship
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Build client relationships and provide financing solutions; complete portfolio management, market analysis, and financial underwriting; develop knowledge of underwriting parameters and balance sheet vs off-balance sheet financing; run internal modeling to determine risk ratings and return hurdles; communicate with deal teams, internal partners, borrowers, and prospects.
Seniority
Entry-level Analyst