Investment Analyst - CRE Debt & Portfolio Strategy

Nassau CorAmerica

California (MO)

On-site

USD 70,000 - 90,000

Full time

7 days ago
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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

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

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