Analyst, Commercial Mortgages

Overview

Assist underwriting and closing of $10‑200M commercial mortgage loans in Ontario.

Key Responsibilities

• market research
• investment analysis
• due diligence
• underwriting review
• financial analysis
• stakeholder liaison

Tasks

-Tour properties, conduct market research and analysis of the commercial real estate market. -Participate in the investment analysis which contributes to the investment decision-making. -Assist with closing process and follow up for outstanding due diligence items. -Summarize key findings from research. -Liaise with mortgage servicing, internal legal, credit risk, compliance, portfolio management, asset management and external service providers -Attend industry seminars and conferences. -Document files appropriately in accordance with conventions/guidelines. -Assist with the due diligence and with various parts of the underwriting process including: Lease documentation review, appraisal, building condition and environmental reports review, rent roll analyses, financial statement analyses, replacement cost analyses. -Prepare correspondence to borrowers, commercial mortgage brokers, and CMHC Multi-Unit Insurance group.

Requirements

• excel
• adobe
• bcom
• valuation
• lease contracts
• driver’s licence

What You Bring

-Become familiar with legal documentation including: Letters of intent, commitment letters, mortgage security documentation, inter-lender agreements, non-disturbance agreements, assumption agreements, confidentiality agreements, and easements, right-of-way, shared facilities, etc. agreements. -Advanced knowledge of Outlook, Excel, Word, PowerPoint and Adobe -Urban Land Economics or real estate appraisal courses -Detail oriented and self starter -Excellent organization skills -Knowledge of commercial real estate valuation -Desire to work collaboratively in a team environment as well as the ability to work independently -Excellent communication skills (verbal and written) -Bachelor of Commerce (or related degree) -Knowledge of basic commercial real estate legal principles i.e fee simple ownership, leasehold, easements/rights of way/partial discharges etc. -Knowledge of the commercial real estate market -Will require driver’s licence and the use of a vehicle and time outside the office environment for property inspections, client meetings and travel within the Ontario region. -Excellent internet research skills -Knowledge of lease/mortgage contracts, property operating statements and financial statements

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Benefits

-High degree of flexibility in order to manage changing priorities in a hybrid work model

About Bgo

-Blends Canadian and American real estate legacies into a united powerhouse. -Operates a global lending platform offering real estate debt solutions alongside investment and property-management services. -Develops focused investment vehicles tailored to regional markets. -Maintains deep local expertise with offices in 13 countries, enabling nuanced market entry and execution in primary and secondary real estate markets. -Launched specialized units like BGO Cold Chain to unlock niche markets, such as modern cold-storage infrastructure for food-supply resilience. -Part of Sun Life’s alternative asset arm, it leverages SLC Management’s platform to scale co-investment and strategic-capital partnerships.

Sector Specialisms