Analyst/Associate, CRE Investments

ComptaFinance, Inc.; Montreal (administrative region); On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Green Shield insurance

Employer match donations up to $500

Job summary

ComptaFinance, Inc. in Montreal, QC is seeking an Analyst/Associate for CRE Investments. You will analyze and underwrite commercial real estate loans, handle a high-volume of files, and interact with clients to drive credit decisions.

The role requires 2 years of CRE underwriting experience, strong financial analysis, and MS Office proficiency. Fluency in English is required with French preferred. On-site, full-time with a competitive compensation package.

Qualifications

• 2 years CRE underwriting experience; CMHC exposure a plus.
• Strong real estate market analysis and underwriting skills.
• Bachelor’s degree in business/finance or related field; Proficient in MS Office.
• Excellent written and spoken English; French language skills highly preferred.

Responsibilities

• Perform due diligence on borrowers, financial statements, and real estate assets.
• Underwrite commercial mortgage loans, including construction files.
• Manage a double-digit volume of files at various stages with tight deadlines.
• Produce financing deliverables: prequalification summaries, term sheets, credit presentations, commitment letters, buy sheets.
• Gather prerequisites and legal documentation up to financing; ensure follow-up on required items.
• Interact with clients, conduct site visits, and present to the credit committee.
• Monitor regional CRE market trends and build a real estate network.

Skills

English fluency

French (preferred)

MS Office

Real estate underwriting

Education

Bachelor’s degree in business/finance

Tools

Excel

Word

PowerPoint

SharePoint

Job description

Real Estate | Accounting and Finance | On-site, 5 days a week | Permanent - Full-time

Take on a real volume of files in commercial real estate credit

Key Information

• Job Title: Analyst/Associate, CRE Investments
• Location: Montreal, Quebec, Canada
• Job Type: Permanent - Full-time
• Work Mode: On-site (5 days/week)
• Salary: $60,000 to $70,000

Join a growing organization in commercial real estate financing, within a credit team based in the region with a national reach. This role places you at the heart of the analysis, structuring, and financing of commercial mortgage loans — with a fast pace and direct exposure to credit decisions.

Responsibilities — deliver solid credit analyses from start to close

• Conduct due diligence on the borrower, financial statements, and real estate asset to support well-founded credit decisions.
• Analyze asset value and structure the underwriting of commercial mortgage loans, including construction files.
• Simultaneously manage a double-digit volume of files at various stages, adhering to tight deadlines and a high standard of quality.
• Produce comprehensive financing deliverables (prequalification summaries, term sheets, credit presentations, commitment letters, buy sheets).
• Gather and validate prerequisites as well as legal documentation up to financing, ensuring rigorous follow-up on required elements.
• Interact with clients, conduct site visits, and collaborate with the credit committee to advance transactions.
• Monitor trends in the commercial mortgage market in the region and actively develop a network within the real estate ecosystem.

Profile sought — essential requirements for quick success in volume

• Have 2 years of experience in commercial real estate underwriting, with exposure to CMHC highly sought after.
• Master real estate market analysis (rental markets, appraisals, regional differences in the region).
• Demonstrate strong financial analysis, research, critical thinking, and problem-solving skills.
• Communicate fluently in writing and orally, in professional English (written and spoken) for files and exchanges on a Canadian scale; functional French highly preferred.
• Hold a bachelor's degree (ideally in business, finance, or a related field) and advanced proficiency in Microsoft Office (Excel, Word, PowerPoint, SharePoint).
• Exhibit autonomy, reliability, and resilience in a fast-paced environment.
• Collaborate naturally and aim for quality files, with an initiative and contribution mindset.

Conditions — compensation, schedule, and environment

• Offer a base salary between $60,000 and $70,000.
• Add a customary annual bonus of 30% to 50% of the base salary, linked to individual and company performance (historically paid as per the stipulated terms).
• Provide access to benefits including insurance with Green Shield.
• Grant an employer match up to $500 for donations to a charity of the employee's choice.
• Work on-site (5 days/week) in a 9 am to 5 pm paper-based setting, with intermediate hours per week on average.
• Evolve in a light management structure, with direct access to executives and encouragement of improvement ideas.
• Participate in social activities, networking, and community involvement encouraged.

Assets — to accelerate your impact

• Bring experience from an internship/co-op or professional in commercial or real estate lending.
• Have a network in the real estate sector and a strong interest in market development.
• Contribute to projects, processes, or technological/AI initiatives supporting the evolution of practices.

If you enjoy delivering solid files, picking up speed quickly, and working on transactions on a Canadian scale, this position will give you concrete exposure and visible impact.