Senior Analyst, (CRE) Credit Distribution & Loan Syndication

SitusAMC Holdings Corp.; New York (NY); On-site; USD 115,000 - 140,000; Full time

Benefits offered by this job

PTO & holidays

401K plan

Health, dental, vision, life, and long

Job summary

SitusAMC Holdings Corp. is seeking a Senior Analyst / Associate to support the origination, structuring, and distribution of CRE credit products across the capital stack.

You will work with the Head of CRE Credit Distribution & Loan Syndication on senior loan syndication, subordinate debt distribution, HRR placement, and transitional lending partnerships. You will build financial models, price grids, and distribution analytics while coordinating with originations, capital markets, credit, legal,

Qualifications

• 2–5 years of CRE finance, loan syndication, debt capital markets, or related field.
• Bachelor's degree in Finance, Real Estate, Economics, or related field.
• Series 7/63 (or ability to obtain) is required.
• Excellent written and verbal communication; ability to prepare investor-facing materials.
• Ability to manage multiple live transactions and partner relationships under tight deadlines.

Responsibilities

• Support senior loan syndication of CRE loans to bank, insurance company, and institutional investors.
• Prepare marketing materials, investor term sheets, and syndication books; manage outreach and closing logistics.
• Track pipeline, hold levels, and syndicated positions relative to desk risk limits.
• Assist in structuring and placing mezzanine debt, B-notes, and other subordinate tranches.
• Coordinate HRR placement, due diligence, and documentation with legal and risk retention teams.
• Assist with structuring and distributing CRE private placement transactions to institutional investors.
• Coordinate transitional/bridge lending program, track deal flow, funding schedules, and program capacity.

Skills

Financial modeling

Deal execution

Communication skills

Team collaboration

Education

Bachelor's degree in Finance, Real Estate, Economics

Job description

Learn more about our andSitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!Position OverviewThe Commercial Real Estate (CRE) Credit Distribution & Loan Syndication team is seeking a Senior Analyst / Associate to support the origination, structuring, and distribution of CRE credit products across the capital stack. This individual will work directly with the Head of CRE Credit Distribution & Loan Syndication on senior loan syndication, subordinate/mezzanine debt distribution, Horizontal Risk Retention (HRR) placement, select private placement transactions, and coordination of the firm's transitional lending partnership. The role requires close coordination with originations, capital markets, credit, legal, and institutional/private capital investors to move transactions from mandate through close.**Key Responsibilities****Senior Loan Syndication**· Support syndication of senior commercial real estate loans to bank, insurance company, and institutional investor counterparties.· Prepare marketing materials, investor term sheets, and syndication books; manage investor outreach, allocation, and closing logistics.· Track pipeline, hold levels, and syndicated positions relative to desk risk limits.**Subordinate Debt Distribution**· Assist in structuring and placing mezzanine debt, B-notes, and other subordinate tranches with institutional buyers, debt funds, and other non-bank capital providers.· Analyze relative value, tranche sizing, and pricing across the subordinate stack in coordination with structuring and credit teams.**Horizontal Risk Retention (HRR) Placement**· Support placement of horizontal risk retention pieces associated with securitizations, including investor identification, due diligence coordination, and documentation.· Coordinate with legal and risk retention counsel to ensure compliance with applicable risk retention rules.**Private Placements**· Assist with structuring and distributing select CRE private placement transactions to insurance companies and institutional fixed income investors.· Support preparation of offering materials, investor due diligence packages, and rating agency coordination where applicable.**Transitional Lending Partnership**· Act as day-to-day coordinator between the firm and its partner on the transitional/bridge lending program, tracking deal flow, funding schedules, and program capacity.· Support loan referral, screening, and hand-off processes between the firm's origination teams and the partner's underwriting/credit teams, ensuring deals meet program criteria and eligibility parameters.· Monitor program performance metrics (volume, utilization, pricing, credit performance) and prepare periodic reporting to senior management on program activity.· Serve as a key point of contact for the hedge fund partner on transaction-level questions, helping resolve structuring, timing, or documentation issues as they arise.· Help identify opportunities to expand or refine the partnership (new asset types, geographies, or structures) based on market feedback and pipeline trends.**General / Cross-Functional**· Build and maintain financial models, pricing grids, and distribution analytics across products.· Maintain and expand relationships with a broad base of bank, insurance company, debt fund, and institutional investors active in CRE credit.· Liaise with originations desk to ensure efficient execution from term sheet to closing.· Monitor CRE credit market conditions (spreads, liquidity, investor appetite) to inform structuring and distribution strategy.· Prepare internal reporting on distribution activity, hold positions, pipeline, and partnership program metrics for senior management.**Qualifications**· 2-5 years of relevant experience in commercial real estate finance, loan syndication, debt capital markets, CMBS/CRE CLO, bridge/transitional lending, or structured credit distribution (title level commensurate with experience - Senior Analyst or Associate).· Bachelor's degree in Finance, Real Estate, Economics, or related field· Strong working knowledge of commercial real estate loan structures across the capital stack (senior, mezzanine, preferred equity, transitional/bridge) and familiarity with securitization/risk retention concepts.· Experience or strong interest in working with external partners/counterparties· Excellent written and verbal communication skills; ability to prepare investor- and partner-facing materials and interact directly with external counterparties· High attention to detail and ability to manage multiple live transactions and a partner relationship under tight deadlines.· Series 7/63 (or ability to obtain) is required.Team-oriented with strong organizational skills and the ability to work directly with senior leadership in a fast-paced, deal-driven environmentNote: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.The annual full time base salary range for this role is$115,000.00 - $140,000.00Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.