Associate – Credit Strategies

Responsibilities

• Support the origination and execution of new credit investments, including senior loans, mezzanine loans, public securities, and preferred equity positions.
• Develop and maintain detailed financial cash flow models and sensitivity analyses to evaluate potential investments, including valuation, return performance, risk, and debt structuring.
• Conduct market, sponsor, and asset‑level due diligence, including property inspections, third‑party report reviews, and calls with brokers and market participants.
• Prepare and present in pipeline meetings, deal screening sessions and investment committees, summarizing key underwriting assumptions, loan structure, market, risks and mitigants.
• Coordinate with internal and external stakeholders, including legal counsel, lenders, and sponsors, to drive transaction execution from origination through closing.
• Support ongoing portfolio monitoring and asset management, including performance tracking and any valuation updates as needed.
• Conduct in‑depth sector and market research to support origination initiatives and to identify emerging trends and investment opportunities.

• Bachelor’s degree in Finance, Real Estate, Economics, or related field with a strong academic record.
• 2–3 years of experience in real estate or investment banking, with direct exposure to underwriting and transaction execution.
• Advanced financial modeling and analytical skills, including proficiency in Excel; experience with Argus strongly preferred.
• Understanding of commercial real estate fundamentals, capital structures, and loan documentation.
• Highly organized with excellent attention to detail, capable of managing multiple deals and deadlines in a fast‑paced environment.
• Strong written and verbal communication skills, with ability to synthesize complex analyses into concise recommendations.
• Self‑motivated, collaborative, and intellectually curious, with a demonstrated interest in real estate investing.

Demonstrates expertise in financial modeling, underwriting, and transaction execution within the real estate sector, with a strong ability to conduct due diligence and market research. Proficient in coordinating with stakeholders and presenting investment analyses effectively.

• Financial Modeling
• Underwriting Experience
• Real Estate Investment Analysis
• Excel Proficiency
• Argus Experience

• Financial Cash Flow Modeling
• Sensitivity Analysis
• Valuation Techniques
• Risk Assessment
• Debt Structuring

• Attention to Detail
• Organizational Skills
• Written Communication
• Verbal Communication
• Collaboration

• Commercial Real Estate
• Capital Structures
• Loan Documentation
• Market Research
• Investment Opportunities

• Excel
• Argus