Analyst - Investments (CorAmerica)

Nassau CorAmerica; California (MO); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Dependent life insurance

Performance incentives

Job summary

Nassau Financial Group in Hartford, Connecticut, seeks an Analyst to support a diversified commercial real estate investment platform within an insurance company framework. The role covers underwriting, portfolio management, asset surveillance, fund operations, and investor reporting across multiple asset classes and investment vehicles.

You will perform CRE debt analysis, market research, and investment evaluation, maintain portfolio analytics, coordinate capital calls, and prepare

Qualifications

• Bachelor's degree required in Finance, Real Estate, Accounting, Economics, or related field.
• 1–3 years of experience in accounting, CRE lending, portfolio management, asset management, or real estate private equity.
• Familiarity with real estate cash flow analysis, valuation concepts, fund structures, and portfolio reporting.

Responsibilities

• Underwrite and monitor a diversified portfolio of CRE debt investments across various loan types.
• Perform CRE credit analysis, market research, and investment evaluation for prospective debt and structured finance transactions.
• Maintain portfolio analytics, valuation models, and recurring management reporting across platforms.
• Coordinate capital calls, investor reporting, audits, and interactions with fund administrators and external providers.
• Lead market research initiatives and develop portfolio presentations and executive‑level reporting.

Skills

Financial modeling

Data analysis

Scenario analysis

Dashboard development

Excel

PowerPoint

Investment platforms

Education

Bachelor's degree in Finance/Real Estate/Accounting/Economics/Business Administration

Tools

Investment management platforms

Portfolio reporting platforms

Accounting systems

Job description

Job Summary

The Analyst is a key member of the team and supports a diversified commercial real estate investment platform encompassing several investment verticals within an insurance company capacity. The role is responsible for underwriting, portfolio management, asset surveillance, fund operations, investor reporting, portfolio analytics, market research, and strategic initiatives that support both investment performance and back‑office operations. Working closely with senior leadership, loan originators, private equity fund professionals, investors, and external stakeholders, the Analyst provides analytical support, manages recurring reporting processes, oversees investment data and portfolio monitoring, and contributes to investment decision‑making across multiple asset classes and investment vehicles.

Principal Duties and Responsibilities

Manage and monitor a diversified portfolio of commercial real estate debt investments, including fixed‑rate loans, bridge loans, participation investments, credit tenant lease (CTL) investments, and real estate fund investments. Perform commercial real estate credit analysis, market research, and investment evaluation for prospective debt and structured finance transactions across multiple property types. Conduct portfolio surveillance, asset management, risk assessment, and periodic re‑underwriting of existing investments, including monitoring collateral performance, loan metrics, market conditions, and borrower developments. Support the administration, valuation, reporting, and operational management of private real estate funds, co‑investment vehicles, and strategic investment programs. Coordinate capital calls, distributions, investor reporting, audits, financial statement reviews, and interactions with fund administrators, auditors, legal counsel, and external service providers. Maintain and oversee portfolio analytics, investment databases, valuation models, business intelligence tools, and recurring management reporting across multiple investment platforms and asset classes. Support management, reporting, surveillance, and regulatory compliance activities for a large Credit Tenant Lease portfolio, including ratings monitoring, annual filings, portfolio stratifications, and investor requests. Develop portfolio presentations, market analyses, performance summaries, investment memoranda, and executive‑level reporting for management, investors, and strategic capital partners. Lead market research initiatives and maintain proprietary analytical tools used to support underwriting decisions, portfolio strategy, capital allocation, and investment planning. Participate in strategic initiatives, process improvements, technology implementations, third‑party capital programs, participation structures, portfolio sales, and other projects supporting business growth and operational efficiency. Perform other duties as assigned.

Knowledge, Skills and Abilities

Education: Bachelor's degree in Finance, Real Estate, Accounting, Economics, Business Administration, or a related field.

Experience: 1–3 years of experience in accounting, commercial real estate lending, portfolio management, asset management, real estate private equity, commercial banking, structured finance, or institutional investment management. Experience supporting investment portfolios, private funds, real estate debt investments, or institutional real estate platforms. Familiarity with real estate cash flow analysis, valuation concepts, fund structures, and portfolio reporting.

Technical Skills

• Advanced Microsoft Excel skills, including: Financial modeling, Data analysis, Scenario analysis, Dashboard development, Complex formulas and data manipulation
• Strong PowerPoint and presentation development skills.
• Experience working with investment management, accounting, or portfolio reporting platforms.
• Ability to work with large datasets and translate information into actionable insights.

Professional Competencies

• Strong analytical and problem‑solving skills.
• Excellent attention to detail and organizational capabilities.
• Ability to manage multiple projects and competing priorities simultaneously.
• Strong written and verbal communication skills.
• Ability to synthesize complex information for management, investors, and stakeholders.
• Self‑motivated with the ability to work independently and collaboratively across teams.
• Strong project management and process improvement mindset.

Benefits and Compensation

Nassau offers medical, dental, vision, and dependent life insurance benefits to employees' spouses and dependent children. Benefit coverage begins on the date of hire (retroactively). In addition, we maintain a holistic compensation philosophy focused on competitive base salaries, performance driven incentives, and unique professional development opportunities. The combination of compensation, benefits, and an entrepreneurial culture along with related experiences is key to recruiting and retaining talent. Our compensation system is designed to reward performance, support development and job growth, and compensate individuals relative to their contribution to our organization. The base salary for this position falls within Nassau’s salary band D: $70,000-$90,000 depending upon experience.

Company

Based in Hartford, Connecticut, Nassau Financial Group is a growth focused and digitally enabled financial services company with a fully integrated platform across insurance and asset management. Nassau was founded in 2015 and has grown to $1.6 billion in total adjusted capital, $24.8 billion in assets under management, and 350,000+ policies and contracts as of June30,2026. As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs.

Equal Employment Opportunity

Nassau provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Our Culture

Our people are our most valuable assets. We create opportunities for rewarding careers and continuous learning. Core to our founding principles, we embrace an entrepreneurial mindset and encourage diverse thinking. Join our organization and experience a culture that fosters innovation, extreme ownership, and collaboration to drive results.