2027 Rotational Analyst Program (Houston)

Berkadia Proprietary Holding LLC; Houston, Northern (TX, KY); Hybrid; USD 60,000 - 72,000; Full time

Benefits offered by this job

Volunteer hours & donation matching

Tuition reimbursement

Parental leave (up to 12 weeks)

Mental health care & counseling

Employee resource groups

Fertility/family planning services

Pet insurance discounts

Job summary

Berkadia's Rotational Analyst Program offers a 12-month onboarding across two critical platforms—mortgage banking and investment sales. You will partner with seasoned professionals and mentors as you prepare to impact the CRE industry.

During two six-month rotations, you’ll assist with financial analysis, market data, and underwriting, and you’ll have a clear path to permanent placement based on performance. Sponsorship is not offered; excellent benefits accompany this role.

Qualifications

• Entry-level/early-career candidate pursuing or holding a degree in finance, real estate, or a related field.
• Ability to perform financial analysis and market research.
• Familiarity with underwriting concepts and loan processes is a plus.

Responsibilities

• Assist Investment Sales Advisors with client and property financial analysis.
• Gather market data and prepare investment memorandums and valuations.
• Support underwriting and loan process tasks across rotations.

Skills

Financial analysis

Market research

Excel

CRM

Education

Bachelor's degree in finance, real estate, or related field

Tools

Excel

CRM

Job description

Houston, Texas, United States of America

Be Part of the Next. Be Berkadia.

Berkadia is built on deep expertise, strong relationships, and a commitment to excellence across the commercial real estate industry. What sets us apart is our people. As a values-driven organization, we foster a culture where collaboration thrives, growth is encouraged, and employees are empowered to make an impact. Together, our people strengthen our business and help shape the future of Berkadia. Are you ready to be part of the next? Discover your next opportunity at Berkadia and apply today.

Are you looking for an opportunity to begin your career by learning from some of commercial real estate’s best and brightest?

Berkadia’s Rotational Analyst Program takes a dynamic approach to analyst onboarding and development across two of Berkadia’s three most critical platforms – mortgage banking, investment sales and underwriting. Over 12 months, you’ll partner with seasoned professionals, senior leadership and reliable mentors as you prepare to make an impact on the CRE industry.Be the Next Big Thing. Be Berkadia.

We are committed to growing your career, so in this role you will:

Berkadia’s Rotational Analyst Program is changing the way the industry trains and develops CRE analysts around the many facets of the production business. As a Rotational Analyst, you’ll engage in a comprehensive onboarding experience where analysts will be introduced to:

• Supporting groups and technologies
• Berkadia employees, ranging from analysts through members of executive leadership

Once onboarding is complete, you will return to your local offices and begin a series of two, 6-month rotations in two production business groups — Investment Sales and Mortgage Banking. You’ll play a critical role in executing and supporting business for our multi-billion-dollar capital markets platforms. Along the way, you’ll receive mentorship and coaching from a program manager, rotation manager, and peer mentor.

The Program Rotations

While supporting Investment Sales, you will primarily assist Investment Sales Advisors with client and property financial analysis and with extracting/manipulating/preparing market data. Example tasks in Investment Sales include:

• Assisting Investment Sales Advisors in preparation of investment memorandums and valuations for review by senior executives
• Gathering market research for managers to support procurement and analysis of market rents and expenses, comparable sales, market trends, etc.
• Preparing financial analysis and projections for acquisition and disposition opportunities so that senior executives can evaluate the financial feasibility and viability of each project
• Analyzing P&L statements and rent rolls.

While supporting Mortgage Banking, you will focus on reviewing and evaluating new loan opportunities and serve as a key point of contact for tracking the progress of those opportunities through the loan cycle. Example tasks in Mortgage Banking include:

• Reviewing Excel-based underwriting workbooks and narrative presentations
• Reviewing, sizing and pricing transactions with the product originations team during the quote process
• Drafting quotes to the business and credit teams
• Adding quotes to internal tracking (CRM) system
• Preparing loan applications.

Upon completing the 12-month rotational period, you will partner with local and program leadership to identify permanent placement into Investment Sales or Mortgage Banking as determined by career interest, performance, and office needs.

Sponsorship

Berkadia is not offering visa sponsorship for this position.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities
• Employee Resource Groups that help you grow with us
• Fertility and family planning services
• Up to 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions:
• We’ll help you fund your learning journey with generous tuition reimbursement
• Pet insurance discounts
• And more!

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.

In keeping with our commitment, Berkadia takes the necessarysteps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact [e-mail].

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law.