Credit Associate

Jobtailor; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking a real estate investment professional to support origination and execution of credit investments in a fast-paced environment in New York. You will build detailed cash flow models, conduct market and asset-level due diligence, and present findings to investment committees.

Ideal candidates have 2–3 years of experience in real estate or investment banking, strong Excel and Argus skills, and a solid understanding of commercial real estate fundamentals.

Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, or related field with a strong academic record.
• 2–3 years of experience in real estate or investment banking, with direct exposure to underwriting and transaction execution.
• Advanced financial modeling and analytical skills, including proficiency in Excel; experience with Argus strongly preferred.
• Understanding of commercial real estate fundamentals, capital structures, and loan documentation.
• Highly organized with excellent attention to detail, capable of managing multiple deals and deadlines in a fast-paced environment.
• Strong written and verbal communication skills, with ability to synthesize complex analyses into concise recommendations.
• Self-motivated, collaborative, and intellectually curious, with a demonstrated interest in real estate investing.

Responsibilities

• Support origination and execution of new credit investments across senior loans, mezzanine loans, public securities, and preferred equity.
• Develop and maintain detailed cash flow models and sensitivity analyses for investment evaluations.
• Perform due diligence at market, sponsor, and asset levels, including property inspections and broker calls.
• Prepare and present in pipeline meetings, deal screenings, and investment committees with underwriting summaries.
• Coordinate with legal counsel, lenders, and sponsors to drive transaction execution from origination through closing.
• Assist in ongoing portfolio monitoring and valuation updates as needed.
• Conduct sector and market research to identify investment opportunities and emerging trends.

Skills

Financial Modeling

Underwriting

Transaction Execution

Real Estate Analysis

Market Research

Education

Bachelor’s degree in Finance/Real Estate/Economics

Tools

Argus

Excel

Job description

• Support the origination and execution of new credit investments, including senior loans, mezzanine loans, public securities, and preferred equity positions
• Develop and maintain detailed financial cash flow models and sensitivity analyses to evaluate potential investments, including valuation, return performance, risk, and debt structuring
• Conduct market, sponsor, and asset-level due diligence, including property inspections, third-party report reviews, and calls with brokers and market participants
• Prepare and present in pipeline meetings, deal screening sessions and investment committees, summarizing key underwriting assumptions, loan structure, market, risks and mitigants
• Coordinate with internal and external stakeholders, including legal counsel, lenders, and sponsors, to drive transaction execution from origination through closing
• Support ongoing portfolio monitoring and asset management, including performance tracking and any valuation updates as needed
• Conduct in-depth sector and market research to support origination initiatives and to identify emerging trends and investment opportunities

Requirements

• Bachelor’s degree in Finance, Real Estate, Economics, or related field with a strong academic record
• 2–3 years of experience in real estate or investment banking, with direct exposure to underwriting and transaction execution
• Advanced financial modeling and analytical skills, including proficiency in Excel; experience with Argus strongly preferred
• Understanding of commercial real estate fundamentals, capital structures, and loan documentation
• Highly organized with excellent attention to detail, capable of managing multiple deals and deadlines in a fast-paced environment
• Strong written and verbal communication skills, with ability to synthesize complex analyses into concise recommendations
• Self-motivated, collaborative, and intellectually curious, with a demonstrated interest in real estate investing

Core Competencies

Demonstrates expertise in financial modeling, underwriting, and transaction execution within the real estate investment sector. Proficient in conducting due diligence and market research to identify investment opportunities and support portfolio management.

Highest-signal resume keywords

• Financial Modeling
• Underwriting
• Transaction Execution
• Real Estate Analysis
• Market Research

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Analytical Skills
• Valuation
• Risk Assessment
• Debt Structuring
• Excel Proficiency
• Argus Experience
• Due Diligence
• Cash Flow Modeling
• Loan Documentation

Soft Skills

• Attention to Detail
• Organizational Skills
• Written Communication
• Verbal Communication
• Collaboration

Industry Keywords

• Credit Investments
• Senior Loans
• Mezzanine Loans
• Public Securities
• Preferred Equity
• Commercial Real Estate
• Investment Banking
• Asset Management
• Portfolio Monitoring
• Emerging Trends