Related skills
excel powerpoint real estate finance word cre📋 Description
- Underwrite and value CRE debt investments via 5–10 year cash flow proformas.
- Update fund leadership at monthly meetings to track assets and loan compliance.
- Create and present quarterly asset reports covering loan, collateral, market, sponsor risks.
- Coordinate with CIM departments to leverage in-house expertise.
- Provide research-based recommendations on lease approvals, draws, rebalancing, and dispositions.
- Monitor asset covenants; oversee external servicing; maintain borrower relationships.
🎯 Requirements
- Bachelor’s degree in Finance, Accounting, Real Estate, or related field preferred.
- 3+ years’ experience with an investment firm focusing on real estate credit.
- Proficiency with Microsoft Office (Outlook, Excel, PowerPoint, Word).
- Argus experience a plus.
🎁 Benefits
- Medical, dental, and vision plans
- Health Savings Account with employer contribution
- Company paid life and disability insurance
- 401(k) with company match
- PTO, holidays, sick time, bereavement leave
- Volunteer time off
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