Job Order ID: 3350
Employment Type: Permanent
Job Location: New York New York
Target Salary:

Job Function:

The primary role of the analyst position will be to support the Portfolio Managers with duties ranging from deal screening, underwriting, closing transactions and asset management.

 

Duties and Responsibilities:

Specific duties include, but may not be limited to

  • Work with the Portfolio Managers to assess deal pricing, sizing and adherence to our credit policies.

  • Populate financial models with relevant deal metrics

  • In conjunction with the Portfolio Manager, assist in the preparation of a deal summary for a preliminary Investment Committee approval.

  • Prepare term sheets in accordance with the approved deal summaries.

  • Assist the Portfolio Managers in preparation of Investment Memorandum and deal underwriting.

  • Engage third party vendors for appraisal reports, insurance reviews, environmental reviews and property condition reports.

  • Compile relevant market information for properties in underwriting.

  • Assist in the review of loan documentation to confirm adherence to the approved Investment Memorandum.

  • Assist the Portfolio Manager in monthly loan servicing and asset management to confirm Borrower adherence to conditions set forth in the loan documents.

  • Actively manage/monitor borrowers and exit strategies for deals that are closed; creating summary asset management reports for portfolio management meetings.

  • Assist the Portfolio Manager in quarterly asset management reporting for Investors.

  • Create marketing materials

  • Assist in organization of CRM database

  • Special Projects as required

For immediate consideration, please send your resume to indeedapply-finance@whitecapsearch.com, call 646.813.3001, or apply online.

Requirements:

Qualifications:

  • Bachelor’s degree in real estate, finance, business, or a related field

  • 1-2 years of relevant work experience

  • High degree of proficiency in MS Word, Excel and Outlook

  • Experience with ARGUS is preferred

  • Strong writing skills with ability to narrate background, strategy and market summaries

  • Detail oriented

  • Excellent critical thinking/problem solving skills/efficient analytical capabilities

  • Self-starter

  • Ability to manage several deadlines in a fast-paced environment

  • Effective communicator, comfortable presenting to the Investment Committee