CRE Credit Analyst: Data-Driven Market & Cash Flow Analysis

Raymond James Financial, Inc.; Pittsburgh (Allegheny County); Hybrid; USD 60,000 - 106,000; Full time

Benefits offered by this job

Benefits package

Parental leave

Retirement savings

Job summary

Raymond James Financial, Inc. is seeking a Credit Analyst to support commercial lenders and underwriters by analyzing cash flow statements, rent rolls, collateral, and guarantor financials. You will upload docs, track compliance, and assist in market reporting within a collaborative team.

The role requires 2–5 years of relevant experience, a finance or accounting degree, and strong Excel and data interpretation skills to drive accurate credit decisions and portfolio oversight.

Qualifications

• Ability to read, analyze and interpret complex financial statements and loan documentation.
• Proven capability to present analysis clearly in writing and verbally.
• Experience with financial modeling for credit analysis.

Responsibilities

• Support portfolio managers and underwriters as initial data entry point for client financial data.
• Generate reports tracking receipt and progression of financial reporting and covenant compliance.
• Gather market research from sources like CoStar, REIS for quarterly market reporting.
• Review and interpret financial statements for quarterly reviews and credit policy compliance.

Skills

Financial analysis

Cash flow analysis

Data interpretation

Advanced Excel

Education

Finance degree

Accounting degree

Tools

CoStar

REIS

Microsoft Excel

Job description

Raymond James Financial, Inc. is seeking a Credit Analyst to support commercial lenders and underwriters by analyzing cash flow statements, rent rolls, collateral, and guarantor financials. You will upload docs, track compliance, and assist in market reporting within a collaborative team.

The role requires 2–5 years of relevant experience, a finance or accounting degree, and strong Excel and data interpretation skills to drive accurate credit decisions and portfolio oversight.