Originations Analyst (CRE)

Jackson Lucas; Los Angeles (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

Jackson Lucas has partnered with PIMCO Prime Real Estate for the following role. The candidate will join the PIMCO Prime Real Estate US team to support the full investment lifecycle across new US Debt Originations.

Working with senior team members, you will source, underwrite, and prepare Investment Committee materials, maintaining key stakeholder relationships and coordinating cross‑team efforts to execute transactions efficiently.

Qualifications

• Bachelor’s degree in real estate, finance, or related discipline.
• 2–4 years of originations, underwriting, or real estate investment management.
• Quantitative and analytical skills with proficiency in Microsoft Excel, Word and PowerPoint and Argus.
• Understanding of real estate fundamentals and capital structures.

Responsibilities

• Support identification and evaluation of investment opportunities.
• Assist in market trend monitoring and strategy considerations.
• Coordinate due diligence with external consultants and internal teams.
• Gather inputs from Legal, Technical, Finance, Tax, Asset Management.
• Refine financial analyses incorporating tax and transaction structure guidance.
• Prepare materials for Investment Committee and track changes.
• Assist with negotiations, closing logistics, and post‑closing items.

Skills

Quantitative analysis

Analytical skills

Education

Bachelor’s degree in real estate, finance, or related discipline

Tools

Excel

Word

PowerPoint

Argus

Job description

Jackson Lucas has partnered with PIMCO Prime Real Estate for the following role.

Role Summary

The candidate will join the PIMCO Prime Real Estate US team and support the full investment lifecycle across new US Debt Originations. Working closely with senior team members, the candidate will support the US Debt Originations business through sourcing, underwriting, and preparing investment committee materials for new debt origination. The role includes maintaining key stakeholder and client relationships. Core responsibilities include market research, financial analysis, due diligence coordination, cross‑team collaboration, and preparing investment materials to support efficient execution, closing, and transition of transactions.

Key Responsibilities

• Investment Opportunity Identification: Support the identification and initial evaluation of potential investment opportunities by leveraging internal resources and market insights.
• Market Strategy: Assist in monitoring market trends and assessing entry and exit considerations to help shape investment strategy recommendations.
• Due Diligence: Coordinate due diligence activities, including working with external consultants and helping assess legal, technical, tax, structural, and financial aspects of transactions.
• Internal Coordination: Partner with internal teams (Legal, Technical, Finance, Tax, Asset Management) to gather required inputs and ensure alignment throughout the transaction process.
• Financial Analysis: Conduct and refine financial analyses, incorporating insurer criteria, tax considerations, and transaction structures under the guidance of senior team members.
• Investment Committee Support: Prepare and contribute to materials for the Investment Committee and assist with internal stakeholder communication.
• Negotiations: Support negotiation processes by preparing documentation, tracking changes, and coordinating information between parties.
• Transaction Implementation: Support transaction execution activities, including coordinating closing processes, funding logistics, and handover to asset management.
• Post‑Closing Responsibilities: Help track and complete post‑closing items such as guarantees, documentation, and other follow‑up obligations.

Key Requirements/Skills/Experience

• Bachelor’s degree (preferably in real estate, finance, or related discipline)
• 2 to 4 years of related work experience in originations, underwriting, or real estate investment management
• Quantitative and analytical skills with expert-level proficiency in the Microsoft Suite of products (Excel, Word, PowerPoint) as well as proficiency in Argus.
• Understanding of real estate fundamentals and capital structures, including basic familiarity with complex capital structures
• Highly analytical, detail-oriented, and organized
• Excellent written and verbal communication skills
• Strong integrity and professionalism
• Ability to multi-task and work within a fast-paced and changing work environment
• Collaborative team player with strong interpersonal skills