Investment Analyst

Investment Analyst – Debt & Equity 

Washington, DC

Seeking an Investment Analyst to support the Debt+ Equity team in Washington DC office. The individual will be joining an active and top-performing Production team to providing support in financial analysis and underwriting, loan request/investment offering packaging, due diligence, and closing functions. If you thrive in a fast-paced environment, have a keen eye for detail, and passion for Real Estate, we invite you to apply for this exciting opportunity!

*This position is an in-office position, with an immediate start date.

Position Responsibilities:

• Underwriting – At the direction of Managing Director or Producer, prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to provide reliable valuation and loan analysis.
• Packaging - prepare offering memorandums that meet company guidelines and requirements. Packages include narrative analysis of the client, 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/investors, coordinate and internally track lender/investor outreach. Collect quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates.
• Closing – Provides closing coordination at the direction of 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 – 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 Managing Director or Producer, conduct and sustain continuous and annual lead generation efforts, leveraging internal prospecting tools and third-party platforms.
• Client Service –responsible for providing clients, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner.
• Organization/Time Management – Plan, schedule, and prioritize workload to best utilize time and efficiently manage daily tasks to include research, financial analysis and underwriting, loan packaging, and closing services.