Analyst, Institutional Capital Group
Core
Support senior team members in managing client relationships, reviewing credit requests, and monitoring transactions for public and private REITs, real estate operating companies, and private equity firms.
Role type
Junior IC commercial real estate finance analyst
Builds
Corporate credit facilities, syndicated finance, acquisition/bridge loans, permanent debt, and public/private bonds for institutional real estate entities
Domain
Commercial real estate finance and institutional 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, financial modeling coursework, prior commercial real estate or banking experience
Technologies
Microsoft Word, Excel, PowerPoint
Responsibilities
Build client relationships and provide financing solutions, complete portfolio management and market analysis, develop knowledge of underwriting parameters, run internal models to determine risk ratings, communicate with deal teams and borrowers
Seniority
Entry-level, hands-on IC