Commercial Real Estate-Client Associate-Real Estate Banking
Listed on 2026-02-24
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Finance & Banking
Financial Analyst, Banking & Finance
Join the team providing customized financing and payment solutions to top-tier commercial real estate owners, developers, investors, operating companies, investment funds, and trusts!
As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and business development with the banker team (REB Client Executives). You will participate in the Banking Associate program, designed for progression from Associate level 1 to Associate level 3, developing your skills for a successful career within the firm and the opportunity to pursue more senior roles, such as Client Executive.
Job Responsibilities:
- Focus on supporting and delivering value-added solutions to clients and prospects, helping them achieve their goals and maximize revenues throughout the relationship
- Foster strong internal relationships, particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking, and other groups to identify solutions that meet client and prospect needs
- Support REB Client Executives with financial modeling, prescreening, market sizing, client planning analysis, and more
- Assist in managing firm-wide risks and ensure adherence to policy and regulatory compliance standards, including AML/KYC, credit exposure, daily transactional risks, and reputational risks
Required Qualifications , Capabilities, and
Skills:
- BS/BA degree
- Experience in building and maintaining positive client relationships
- Superior Excel, Word, and PowerPoint skills
- Excellent problem-solving, oral, and written communication skills
- Superior analytical, quantitative, leadership, and interpersonal skills
- Keen attention to detail, as well as a proactive and creative mindset
- Proven ability to multitask and meet deadlines in a fast-paced environment
Preferred Qualifications , Capabilities, and
Skills:
- 2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real estate
- Completion of a major corporate bank credit training program (or equivalent corporate banking/corporate finance experience)
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