CRE Analyst I ​/ II

• Build foundational understanding of the Commercial Real Estate market, credit and products, systems and tools, and relationship management
• Learn underwriting fundamentals, including financial analysis/modeling, risk evaluation, ongoing portfolio maintenance, and client relationship support
• Collaborate with Relationship Managers to identify credit-worthy projects within targeted markets
• Assist with prioritization of relationship calling strategies
• Research and evaluate client, competitor, property segment, market, and industry risks and trends
• Cross-train in identified Commercial Real Estate verticals
• Perform financial modeling and analysis, project proposal analysis and screening, and project due diligence
• Conduct prospecting, industry-specific and market research, and special projects
• Prepare pitch books, pre-call plans, sales pipeline reviews and management, marketing materials, and sales tool support
• Attend client calls and meetings and support the end-to-end client planning process
• Work with PM Associates and Portfolio Managers to evaluate and underwrite new opportunities
• Complete performance and monitoring activities for an assigned portfolio, including portfolio management and required risk monitoring

• Analyst I:
  Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience
• Analyst I:
  Excellent verbal and written communication skills
• Analyst I:
  Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Analyst I:
  Strong analytical and problem-solving skills
• Analyst I:
  Knowledge of credit principles
• Analyst I:
  Ability to handle multiple priorities under time constraints
• Analyst I:
  Demonstrated success working in a collaborative team environment
• Analyst II:
  Bachelor's degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience
• Analyst II: 1-2 years' experience in a Banking Development program with a Commercial Real Estate track or other combined Commercial Real Estate experience
• Analyst II:
  Excellent verbal and written communication skills
• Analyst II:
  Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Analyst II:
  Strong analytical and problem-solving skills
• Analyst II:
  Knowledge of credit principles
• Analyst II:
  Ability to handle multiple priorities under time constraints
• Analyst II:
  Demonstrated success working in a collaborative team environment
• English language fluency required
• Analyst I preferred:
  Master's 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
• Analyst I preferred:
  Foundational knowledge of ARGUS Enterprise software and use of third-party Real Estate Data Sources (CoStar, REIS, Axiometrics)
• Analyst II preferred:
  Master's 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
• Analyst II preferred:
  Foundational knowledge of ARGUS Enterprise software and use of third-party Real Estate Data Sources (CoStar, REIS, Axiometrics)

Demonstrates strong analytical skills and financial modeling expertise within the Commercial Real Estate sector, with a focus on credit evaluation and relationship management. Proficient in using tools like ARGUS Enterprise and third-party Real Estate Data Sources to support project analysis and client interactions.

• Financial Analysis/Modeling
• Credit Principles Knowledge
• ARGUS Enterprise Software
• Microsoft Office Proficiency
• Collaborative Team Environment

• Financial Analysis
• Financial Modeling
• Risk Evaluation
• Portfolio Management
• Project Due Diligence
• Market Research
• Client Relationship Support
• Analytical Problem-Solving
• Project Proposal Analysis
• Performance Monitoring

• Verbal Communication
• Written Communication
• Time Management
• Collaboration
• Prioritization

• Commercial Real Estate
• Banking Development
• Credit Evaluation
• Market Trends
• Client Planning

• ARGUS Enterprise
• Co Star
• REIS
• Axiometrics
• Microsoft Office