Sr. Analyst

Description

• Pipeline Tracking: Track and manage a dynamic deal pipeline, maintaining visibility into deal status, key milestones, and upcoming opportunities.
• Financial Modeling & Underwriting: Perform initial financial modeling and analysis to support deal evaluation, including screening and underwriting of build-to-rent development and construction loan opportunities.
• Process Improvement: Contribute to refining internal processes, reporting tools, and best practices to improve efficiency, consistency, and scalability of the construction lending platform.
• Due Diligence Management: Support due diligence efforts by reviewing borrower financials, construction budgets, market studies, project plans, and third-party reports.
• Loan Monitoring & Servicing: Monitor active construction loans by reviewing monthly draw requests, budget adherence, project schedules, and performance against underwriting assumptions.
• Internal Reporting & Presentations: Prepare internal reports, investment memoranda, and loan committee presentation materials in collaboration with the Associate, providing clear recommendations to senior leadership.
• Market Research & Analysis: Conduct ongoing market research and competitive analyses to inform underwriting assumptions, identify risks, and support strategic decision-making.
• Transaction Execution: Manage the full transaction process from term sheet execution through closing, ensuring accuracy, timeliness, and effective coordination across all stakeholders.

Requirements

• Experience: Minimum of 2–4 years of professional experience with a multifamily or build-to-rent developer, lender, or related real estate investment platform.
• Collaboration & Communication: Excellent written and verbal communication skills, with a proven ability to work collaboratively across originations, underwriting, construction management, and servicing functions, as well as interact professionally with senior leadership and external partners.
• Loan Oversight: Familiarity with construction loan servicing, including draw requests, budget tracking, inspections, and project performance monitoring.
• Market Knowledge: Working knowledge of multifamily and build-to-rent development trends, construction risk factors, and lending market dynamics.
• Underwriting Expertise: Demonstrated experience underwriting real estate investments, including strong financial modeling skills and the ability to analyze development budgets, pro formas, and construction loan structures.
• Presentation Skills: Experience preparing investment materials, loan committee presentations, and portfolio updates for senior leadership strongly preferred.
• Strong organizational and time-management skills
• High degree of proficiency with Microsoft Office applications (Excel, PowerPoint, Word, Outlook, etc.), including comfort and familiarity with advanced Excel functions
• Ability to manage multiple competing priorities and deadlines
• Transaction Execution: Proven ability to support deals from initial underwriting through due diligence, documentation, and closing.
• Pipeline Management: Ability to manage multiple active deals simultaneously, prioritize effectively, and consistently meet deadlines.
• Comfort and familiarity with basic finance and investment theory. Ability to read and comprehend financial statements
• Knowledge of current single-family customer product demands, drivers, and trends
• High degree of intellectual curiosity and discipline required. Ability to demonstrate strong self-initiative, problem-solving, and decision-making skills.
• Professional verbal, nonverbal, and written communication skills
• Education: Bachelor’s degree in Finance, Economics, Real Estate, or a related field with a strong academic record required.
• Ability to maintain confidentiality

Benefits

• Long-term and short-term disability insurance
• Generous paid time off plans include vacation accrual, sick time, standard holidays and floating holidays
• Annual bonus program
• 401(k) with company matching contributions
• Health, dental, vision, and life insurance
• Awesome work environment with casual dress
• Team events and gatherings (Pre- and Post-Covid)

Training + Development

Interview process

Visa Sponsorship

Security clearance