Finance & Banking Associate, Financial Analyst

Somera Road Inc. is a commercial real estate investment and development platform headquartered in New York City, with a second headquarters in Nashville, and additional offices in Kansas City, Austin, and Tampa. Since inception in 2016, we have taken an entrepreneurial and opportunistic approach to commercial real estate across a wide spectrum of asset classes, geographies, investment products, and risk profiles.

Somera Road identifies real estate investments with an asymmetric-risk profile and executes business plans that unlock an element of arbitrage. Somera Road is a team of experienced professionals across a wide array of product types, focusing on identifying the highest-and-best use of the build domain, and capitalizing on supply and demand imbalances.

Somera Road invests in and develops CRE across a variety of product types (office, industrial, multifamily, retail, hotel) in 50+ US geographies, and we’ve transacted on over $3.3B of investments, utilizing nearly $900M of equity during our history. We’ve evolved into a diversified, vertically-integrated platform with a reputation for solving complex problems, becoming local experts, and aggressively executing our business plans.

Somera Road is seeking to hire an Associate to join our Asset Management team. We are looking for an entrepreneurial go-getter who is analytical, personable, and comfortable solving complex problems in a fast-paced real estate investment and development environment. A strong candidate will bring excellent technical skills, sound judgment, and the ability to help drive asset-level business plan execution across multiple asset classes and geographies.

This role can be based in either Tampa, FL or Nashville, TN and will work closely with senior members of the Asset Management team to support and, where appropriate, lead key components of business plan execution, including leasing, capital projects, financing, reporting, risk management, and dispositions across office, retail, multifamily, industrial, hospitality, and other real estate investments.

• Support execution of asset-level business plans across a diversified portfolio, including lease-up, capital improvement, repositioning, financing, and disposition strategies.
• Partner with senior leadership to monitor asset performance, identify risks and opportunities, and help drive value creation initiatives across assigned investments.
• Coordinate with third-party property management, leasing, construction, and other external partners to ensure timely execution of approved strategies.
• Prepare and maintain asset-level financial models, cash flow projections, investment analyses, and valuation materials to support portfolio decisions.
• Assist with leasing strategy, capital project tracking, budget management, and operational initiatives designed to enhance asset performance.

• Prepare monthly and quarterly reporting packages for internal stakeholders, lenders, and investment partners, with a focus on accuracy, clarity, and actionable insights.
• Work with legal, tax, finance, and accounting teams on project-related documentation, including loan agreements, operating agreements, joint venture materials, and closing deliverables.
• Monitor compliance with loan agreements, insurance requirements, guarantees, at-risk capital, letters of credit, and other risk management obligations.

• Coordinate treasury and capital planning matters with the accounting team across the firm and its related investment entities.
• Maintain organized asset management files, reporting calendars, critical date schedules, and other portfolio-level tracking tools.
• Create internal memoranda, presentations, summaries, and…