CRE Analyst I or II

Commercial Real Estate Analyst 1

The Commercial Real Estate (CRE) Analyst 1 is part of the CRE Emerging Talent program in the CRE line of business. The purpose of the program is to develop future CRE Associates with multi-client, multi-industry and multi-deal structure knowledge of the Commercial Real Estate industry. Program Analysts spend a minimum of two years building foundational understanding of the market, credit and products, systems and tools and relationship management skills.

The CRE Analyst 1 learns underwriting fundamentals to include financial analysis/modeling, risk evaluation, on-going portfolio maintenance activities and client relationship support. The Analyst collaborates with Relationship Managers to identify credit worthy projects within targeted markets and assists with the prioritization of relationship calling strategies. Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends.

In the program, the Analyst will cross-train in the identified CRE verticals.

Essential Duties and Responsibilities

• Project Analysis:
  Financial modeling and analysis, project proposal, analysis and screening documents, and project due diligence.
• Business Development:
  Prospecting, industry-specific and market research, and special projects.
• Sales Disciplines:
  Preparing pitch books, pre-call planning, sales pipeline review and management, marketing material development, and sales tools support.
• Client support:
  Attend client calls and meetings and supports the client planning end-to-end process.
• Works with PM Associates and Portfolio Managers in the evaluation and underwriting of new opportunities.
• Works with PM Associates and Portfolio Managers in completing performance and monitoring activity for an assigned portfolio to include overall portfolio management and required risk monitoring activity.

Qualifications

Analyst I

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
• Excellent verbal and written communication skills.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Strong analytical and problem-solving skills.
• Knowledge of credit principles.
• Ability to handle multiple priorities under time constraints.
• Demonstrated success working in a collaborative team environment.

Analyst I

Preferred Qualifications:

• Masters in Real Estate or combined Commercial Real Estate experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree.
• Foundational knowledge of ARGUS Enterprise software and use of 3rd party Real Estate Data Sources (CoStar, REIS, Axiometrics)