Senior Associate

Meridian Capital Group; New York (NY); On-site; USD 90,000 - 110,000; Full time

Job summary

Meridian Capital Group is seeking a full-time Senior Associate / Vice President to join a dynamic, growing group supporting a team of Brokers. The person will assist with underwriting, structuring, and execution of commercial real estate debt transactions across asset classes and business plans, including stabilized assets, value-add investments, new construction, and redevelopment opportunities.

This role will work closely with Brokers, gain exposure to borrowers and lenders, and participate in

Qualifications

• 3+ years of experience in commercial real estate finance or related financial analysis.
• Bachelor’s degree in Real Estate, Finance, Accounting or related discipline.
• Strong organizational and time management skills.
• Advanced Excel, PowerPoint, and Word skills.
• Excellent written communication for loan submissions and client-facing materials.
• Detail-oriented and self-motivated team player.

Responsibilities

• Partner with Managing Directors to develop financing strategies and manage client relationships.
• Lead lender outreach and negotiate terms aligned with client objectives.
• Underwrite and assist in the placement of CRE debt transactions.
• Evaluate loan requests across capital structure (senior debt, mezzanine, bridge, preferred equity).
• Analyze property cash flows, DSCR, leverage, and loan sizing.
• Build financial models in Excel.
• Prepare comprehensive loan submissions for lenders.
• Coordinate transactions with due diligence, lender feedback, and closing deliverables.
• Review legal documents, third-party reports, rent rolls, operating statements, and borrower financials.
• Prepare market analyses of vacancy, absorption, rents and sales.
• Work with lenders and borrowers on loan structures and qualifications.
• Build relationships with clients and lenders; participate in networking events.

Skills

Excel

PowerPoint

Word

Financial analysis

Communication

Time management

Attention to detail

Team collaboration

Education

Bachelor’s degree in Real Estate, Finance, Accounting

Tools

Financial modeling

Job description

Meridian Capital Group is seeking a full-time Senior Associate / Vice President to join a dynamic, growing group supporting a team of Brokers. The person will assist with the underwriting, structuring, and execution of commercial real estate debt transactions across a variety of asset classes and business plans, including stabilized assets, value-add investments, new construction, and redevelopment opportunities. This role will work closely with Brokers and gain exposure to borrowers, lenders, and live transactions in a fast-paced, entrepreneurial environment.

Main Responsibilities

• Partner with Managing Directors to develop financing strategies while independently managing existing client relationships and transaction execution, allowing senior leadership to focus on new business development
• Lead lender outreach and financing discussions, sourcing competitive debt solutions and negotiating terms that align with client objectives
• Underwrite and assist in the placement of commercial real estate debt transactions
• Evaluate loan requests across the capital structure, including senior debt, mezzanine financing, bridge financing, and preferred equity opportunities
• Analyze property cash flows, debt service coverage, leverage metrics, and loan sizing across multiple financing scenarios
• Build and maintain financial models in Excel
• Prepare comprehensive loan submissions, including clear, accurate, and professionally written deal packages for lenders
• Coordinate active transactions by managing due diligence items, lender feedback, deadlines, and closing deliverables
• Review and analyze legal documents, third-party reports, rent rolls, operating statements, and borrower financial information
• Prepare market analysis reports, including vacancy, absorption, and comparable rents and sales
• Work closely and confidentially with lenders and borrowers regarding loan structures, financing options, and qualification requirements
• Build and maintain relationships with potential and existing clients and lenders
• Participate in networking through professional, business and community organizations and activities

Requirements and Qualifications

• 3+ years of experience in commercial real estate finance, underwriting or a related financial analysis role
• Bachelor’s degree in Real Estate, Finance, Accounting or related discipline or an equivalent combination of education and experience from which comparable knowledge and skills may be acquired
• Well organized, with strong time management skills
• Exceptional written communication skills required, including the ability to prepare polished loan submissions, investment memos, and client-facing materials
• Advanced working knowledge of Excel, PowerPoint, and Word
• Exceptional quantitative, analytical, and problem-solving skills
• Strong attention to detail
• Self-motivated and team-oriented

Meridian provides a total compensation package which includes a base salary, discretionary performance bonus, and benefits. The estimated base salary range for this position is $100,000+ depending on the individual's experience, skills, and qualifications.