Investment & Lending Associate

About the role

We are a growing commercial real estate lending and investment firm seeking an Investment & Lending Associate. The ideal candidate combines strong underwriting expertise with business development and deal origination abilities, and understands the full CRE finance lifecycle.

Key responsibilities

• Underwrite commercial real estate transactions across asset classes such as multifamily, office, retail, industrial, hospitality, and mixed‑use.
• Analyze borrower financials, rent rolls, operating statements, tax returns, and market data.
• Build and review financial models, cash‑flow projections, and valuation analyses.
• Structure loan terms and investment scenarios based on risk assessment and deal strategy.
• Source and originate new lending opportunities through brokers, borrowers, investors, and industry contacts.
• Manage deal flow from initial screening through closing, coordinating due diligence, legal documentation, title, third‑party reports, and closing requirements.
• Present investment and lending recommendations to senior leadership.
• Maintain relationships with lenders, brokers, borrowers, and capital partners while monitoring market trends.

Required profile

• 4+ years of experience in commercial real estate underwriting, investment analysis, mortgage banking, acquisitions, or loan origination.
• Strong understanding of commercial lending structures and CRE financial analysis.
• Proven ability to source, negotiate, or originate commercial deals.
• Experience working with banks, private lenders, debt funds, bridge loans, agency financing, or institutional capital.
• Excellent communication and negotiation abilities.
• Ability to thrive in a fast‑paced, entrepreneurial environment.

Required skills

• Advanced Excel
• Financial modeling

What we offer

• Competitive base salary plus performance‑based compensation.
• Opportunity to work on high‑value commercial transactions.
• Career growth within an expanding real estate finance platform.
• High exposure to acquisitions, underwriting, and capital markets.
• Collaborative and entrepreneurial team environment.