Associate​/Vice President, Investments; Real Estate Markets

Posting

Title:

Associate/Vice President, Investments (Real Estate Markets)

Location:

Chicago, IL (Mostly On‑Site)

Employment Type:

Full‑time

Equi Trust Life Insurance Company is a national carrier of competitive, client‑friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit.

Equi Trust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.

As a Real Estate Investments Associate or Vice President, you will play a key role in managing and optimizing a portfolio of commercial real estate investments, primarily commercial mortgage loans. This role supports or leads portfolio management, credit analysis, and risk management efforts to drive strong risk‑adjusted returns.

We are seeking candidates who are passionate about real estate investing, demonstrate strong analytical and credit judgment skills, and contribute to a collaborative, inclusive, and high‑performing team environment.

• Actively manage a portfolio of commercial real estate investments, including surveillance, performance monitoring, and credit assessment
• Perform financial modeling, valuation analysis, and re‑underwriting
• Manage loan lifecycle events (extensions, modifications, restructurings, payoffs)
• Monitor covenant compliance, loan performance, and asset‑level risk
• Conduct scenario and sensitivity analyses to identify and mitigate risks
• Collaborate with internal and external partners to optimize portfolio outcomes
• Prepare reporting, analysis, and materials for internal stakeholders and investment committee

We are open to hiring at either level based on experience, skills, and demonstrated capabilities.

• 5+ years of commercial real estate underwriting, credit, or portfolio management experience
• Experience supporting loan lifecycle management and asset‑level analysis
• Experience having focus on execution and analysis across the portfolio
• Supported portfolio surveillance, underwriting, and reporting
• Worked closely with senior team members to evaluate asset‑level decisions
• Contributed to financial modeling, valuation, and credit analysis
• Experience mentoring junior team members and contributes to team development

• 7+ years of commercial real estate credit, asset management, or lending experience
• Demonstrated experience leading portfolio decisions and managing complex investments
• Led portfolio strategy, decision‑making, and execution
• Owned portfolio performance, risk positioning, and investment recommendations
• Directly managed complex assets, including underperforming or distressed investments
• Has developed borrower, sponsor, and partner relationships
• Drove investment committee materials and presents recommendations to senior leadership
• Provided leadership, mentorship, and development for Associates and Analysts
• Played a key role in shaping portfolio strategy, capital allocation, and monitor investments
• Assisted in managing loan lifecycle events (extensions, modifications, restructurings)
• Partnered with servicers, borrowers, and internal stakeholders to support portfolio performance

• Bachelor’s degree in Finance, Economics, Real Estate, or related field
• MBA, CFA, or progress toward a designation is a plus

• Strong financial modeling, valuation, and analytical skills
• Understanding of real estate capital structures, loan documentation, and credit risk
• Ability to synthesize complex information into clear insights and recommendations
• Strong communication and relationship management skills
• Ability to manage multiple priorities in a deadline‑driven environment
• Collaborative mindset with a…