Real Estate Analyst

Berkadia; Bellevue (WA); Hybrid; USD 72,000 - 88,000; Full time

Benefits offered by this job

Volunteer program

Employee Resource Groups

Parental leave

Mental health support

Tuition reimbursement

Pet insurance

Job summary

Berkadia in Bellevue, WA seeks a Rotational Analyst to participate in a 12‑month program across Investment Sales and Mortgage Banking. You’ll work with seasoned professionals, senior leaders and mentors to build CRE expertise and support two 6‑month rotations.

Upon completion, you’ll be placed based on career interest, performance and office needs, with opportunities to grow within Berkadia’s capital markets platforms.

Qualifications

• Support two rotations in Investment Sales and Mortgage Banking with client and market data analysis.
• Prepare investment memorandums, valuations and market research for management review.
• Analyze P&L statements and rent rolls and assist with underwriting processes.
• Review underwriting workbooks and assist with loan origination and tracking in CRM.

Responsibilities

• Assist Investment Sales Advisors with client and property financial analysis.
• Gather market data, trends, rents, expenses and comparable sales.
• Prepare financial projections for acquisitions and dispositions for senior review.
• Support Mortgage Banking by reviewing underwriting workbooks and quotes.

Skills

Financial analysis

Market research

CRM usage

Excel

P&L analysis

Tools

Excel

CRM system

Job description

Program Overview

Berkadia’s Rotational Analyst Program takes a dynamic approach to analyst onboarding and development across two of Berkadia’s three most critical platforms – mortgage banking, investment sales and underwriting.

Over 12 months, you’ll partner with seasoned professionals, senior leadership and reliable mentors as you prepare to make an impact on the CRE industry.

We are committed to growing your career, so in this role you will:

• Berkadia’s culture
• Client-facing business segments
• Supporting groups and technologies
• Berkadia employees, ranging from analysts through members of executive leadership

Once onboarding is complete, you will return to your local offices and begin a series of two, 6‑month rotations in two production business groups – Investment Sales and Mortgage Banking. You’ll play a critical role in executing and supporting business for our multi-billion‑dollar capital markets platforms. Along the way, you’ll receive mentorship and coaching from a program manager, rotation manager, and peer mentor.

The Program Rotations

While supporting Investment Sales, you will primarily assist Investment Sales Advisors with client and property financial analysis and with extracting/manipulating/preparing market data.

Example tasks in Investment Sales include:

• Assisting Investment Sales Advisors in preparation of investment memorandums and valuations for review by senior executives
• Gathering market research for managers to support procurement and analysis of market rents and expenses, comparable sales, market trends, etc.
• Preparing financial analysis and projections for acquisition and disposition opportunities so that senior executives can evaluate the financial feasibility and viability of each project
• Analyzing P&L statements and rent rolls

While supporting Mortgage Banking, you will focus on reviewing and evaluating new loan opportunities and serve as a key point of contact for tracking the progress of those opportunities through the loan cycle.

Example tasks in Mortgage Banking include:

• Reviewing Excel-based underwriting workbooks and narrative presentations
• Reviewing, sizing and pricing transactions with the product originations team during the quote process
• Drafting quotes to the business and credit teams
• Adding quotes to internal tracking (CRM) system
• Preparing loan applications

Upon completing the 12‑month rotational period, you will partner with local and program leadership to identify permanent placement into Investment Sales or Mortgage Banking as determined by career interest, performance, and office needs.

Recruitment Process

Applications for the 2027 Rotational Analyst Program will be open until September 27th.

Interview process includes 3 phases: recruiter phone screen, verbal case study and local team assessment.

Applicants will only be eligible to final interview for one office location. (please have your office of preference ready at the time of your recruiter phone screen).

Applicants are expected to travel to the local Bellevue, WA office for their final interview.

Final decisions are projected for the week of November16th,2027.

Program commences July2027 for hired candidates.

Sponsorship

Berkadia is not offering visa sponsorship for this position.

Compensation

The provided base salary information for this position is part of an overall national range. The actual salary within our range for this position will be determined by several factors, including but not limited to the scope, complexity and location of the role, the skills, education, training, credentials, and experience of the candidate. The total compensation package for this role may also include additional incentive opportunities.

Compensation$80,169USD

Benefits

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities
• Employee Resource Groups that help you grow with us
• Fertility and family planning services
• Up to 12‑weeks of fully paid parental leave
• Mental health care, including free counseling sessions
• We'll help you fund your learning journey with generous tuition reimbursement
• Pet insurance discounts
• And more!

Be Your Best Self. Be Berkadia.

Equal Opportunity

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws. In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities.If you require reasonable accommodation to take part in the interview process, please contact [e-mail]. You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledgingBerkadia's Application PolicyandBerkadia's Privacy Policy. Please click the following links for more information about:EEOC,Employee Rights under the FMLA,EPPA.

At Berkadia, our people are shaping the future of commercial real estate. With industry-leading investments in people and technology, we’re building a culture where amazing people (like you) can do their best work as they learn, grow, and succeed. We work hard because we love what we do, and we never sacrifice our values along the way. Whether your talents lie in mortgage banking, investment sales, loan servicing, marketing, operations, finance, human resources, management, innovation, or something different altogether, we invite you to explore a wide range of commercial real estate jobs and Be Part of the Next.