Senior Investment Analyst - Commercial Real Estate Finance
West Palm Beach, Florida, United States · On-site
Mid level
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan ser…
Skills: Financial analysis, Underwriting, Commercial real estate, Capital markets, Cash flow analysis
Marriott International Hotels, Inc.
Operations Manager-Front Desk, Housekeeping & F&B
West Palm Beach, Florida, United States · On-site
$26/hr–$34/hr
Mid level
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Turner & Townsend
Senior Cost Manager / Quantity Surveyor – Construction Management
West Palm Beach, Florida, United States · On-site
Senior
Company Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources…
Cost Manager / Quantity Surveyor - Construction Management
West Palm Beach, Florida, United States · On-site
Mid level
Company Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources…
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Skills: Sales Operations, User Acceptance Testing, Data Analysis, Process Improvement, Quoting Processes
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Skills: Sales Operations, User Acceptance Testing, Data Analysis, Process Optimization, Communication
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Key Holder - The Cosmetics Company Store - Part-Time - West Palm Beach, Florida
West Palm Beach, Florida, United States · On-site
$17/hr–$21/hr
Entry level$5.2B raised
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S&C Electric Company
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West Palm Beach, Florida, United States · On-site
$88k–$116k/yr
Senior
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Whitestone Associates, Inc.
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West Palm Beach, Florida, United States · On-site
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West Palm Beach, Florida, United States · On-site
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Senior Investment Analyst - Commercial Real Estate Finance
The Senior Investment Analyst will support the production team through financial underwriting, loan request packaging, and due diligence coordination. They will also manage lender outreach, maintain Salesforce updates, and assist with lead generation and client service.
Requirements
Candidates must have at least 2 years of full-time financial analysis or underwriting experience in commercial real estate capital markets. A bachelor's degree in real estate, finance, accounting, or a related business field is required.
Full job description
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you’re just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
Northmarq is seeking a Senior Investment Analyst to support the Production Debt + Equity team in our West Palm Beach office. The individual will join an active and top-performing Origination Production team while providing support to the office through financial analysis and underwriting, loan request/investment report packaging, due diligence, closing, and various support functions.
Northmarq does not provide immigration sponsorship for this position. Candidates must possess unrestricted authorization to work in the U.S. for any employer, without the need for sponsorship now or in the future, to be considered for this position.
*This position is an in-office position, with an immediate near-term start date.
Position Responsibilities:
Underwriting – Prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to determine a projected income and provide reliable valuation and loan analysis.
Packaging - Prepare loan request packages in compliance with company guidelines and investor requirements. These reports include narrative analysis of the borrower, property, location, and market, as well as underwriting, valuation, leases/rent roll analysis, and photographs, aerials, and maps.
Pre-closing – Compile deal-specific lists of potential lenders, coordinate and internally track lender outreach. Collect loan quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates.
Closing – Provide closing coordination at the direction of the Managing Director or Producer, including acting as liaison with the servicing department. Responsibilities include collecting and reviewing due diligence, ordering and reviewing third-party reports, and reviewing lender documentation (term sheet, commitment, loan docs, etc.) Maintaining open communication with borrowers, lenders, legal counsels, third-party vendors, and internal servicing and insurance departments on an as-needed basis.
Research & Lead Generation – At the direction of the Managing Director or Producers, provide reliable borrower, property, and market level data by using available third party and internal resources. Research will include but is not limited to ownership records, property transaction history, demographics, and sales and rent comparables. At the direction of the Managing Director or Producer, conduct and sustain continuous and annual lead generation efforts, leveraging internal prospecting tools and third-party platforms.
Client Service – At the direction of the Managing Director or Producer, responsible for providing lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner.
What We're Looking For:
Minimum 2+ years of full-time financial analysis and/or underwriting experience in Commercial Real Estate Capital Markets is required.
Strong proficiency in agency CRE (Fannie/Freddie) underwriting preferred. A comprehensive understanding of various property types is also essential.
Four-year college degree required with a major in real estate, finance, accounting, or business area preferred.
Strong understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc.
Candidate must possess strong verbal communication skills – ability to interact effectively and professionally with a wide variety of internal/external parties.
Strong Tech knowledge and skills, including in-depth expert knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.) Knowledge of Salesforce, ARGUS, and InDesign software is a plus
Familiarity with AI tools and emerging technologies, with the ability to appropriately leverage them to create efficiencies in CRE research, underwriting support, loan packaging, lender/borrower materials, and workflow management.
Strong organizational skills with the ability to multitask while under pressure and an aptitude for problem-solving
Resourceful with a strong initiative and ability to work independently with minimal supervision
Strong work ethic and willingness to work extended hours when necessary
Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
Please note: Northmarq carefully considers multiple factors to determine title and compensation, including a candidate’s education, training, and experience. The actual title and compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience.
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Related keywords
Commercial Real EstateCapital MarketsUnderwritingFinancial AnalysisDebtEquityFannie MaeFreddie MacSalesforceArgusInDesignNOIDSCIRRROCDue Diligence
As a company built on the founding principle of integrity, we’re invested in your success. What started as a small residential mortgage company 60 years ago has grown into a leading, national firm capable of supporting commercial real estate debt, equity, investment sales, loan servicing and fund management across every type of multifamily and commercial asset class.
Offices: 3500 American Blvd W, Minneapolis, Minnesota 55431, US · 100 Sun Ave NE, Suite 200, Albuquerque, New Mexico 87109, US · 2475 Northwinds Pkwy, Suite 200, Alpharetta, Georgia 30009, US · 3414 Peachtree Rd NE, Suite 900, Atlanta, Georgia 30326, US · 901 S Mopac Expy, Bldg III, Suite 3000, Austin, Texas 78746, US