Senior Associate, Credit Investing

Sage Search Partners; United States; Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Sage Search Partners is seeking an Associate or Senior Associate to join its Credit Investing team in Dallas. This front office role involves sourcing, underwriting, structuring, and asset management of CRE debt and preferred equity across major U.S.

markets. You will interact with senior leadership, sponsors, and advisors to advance transactions through diligence and closing, with ongoing portfolio monitoring.

Qualifikationen

• 3+ years in CRE credit, underwriting, private equity, capital markets, or restructuring.
• Direct transaction execution exposure on deals.
• Advanced financial modeling skills; Argus experience required.
• Bachelor’s degree in Finance, Real Estate, Economics, or related field.
• Knowledge of CRE loan documentation and deal structures.

Aufgaben

• Coordinate and manage due diligence, including appraisals, environmental, engineering, and other third party reports.
• Evaluate and underwrite new CRE credit opportunities across first mortgages, bridge financing, construction loans, mezzanine debt, and preferred equity.
• Prepare and present credit-focused investment memoranda and recommendations to the investment committee and senior leadership.
• Build and review detailed financial models, stress tests, and sensitivity analyses, and provide input on underwriting assumptions, risk factors, and downside protections.
• Run holistic credit analysis across properties, business plans, sponsors, guarantors, and capital structures.
• Assist in negotiating transaction structures, loan documents, and related agreements.
• Drive execution by managing communication across internal teams, sponsors, legal counsel, and third party service providers, and support closings through completion of all internal and external documentation.
• Support portfolio surveillance and ongoing asset management, including performance monitoring, covenant compliance, and sponsor engagement.
• Assist with loan amendments, extensions, workouts, and restructurings as needed.
• Review the analyses and materials produced by junior team members and contribute to their development.

Kenntnisse

Credit underwriting

Financial modeling

Deal execution

Communication

Ausbildung

Bachelor's degree

Tools

Argus

Jobbeschreibung

Associate or Senior Associate, Credit Investing | Dallas, TX | 100% Onsite

A private institutional real estate investment manager is hiring an Associate or Senior Associate for its Credit Investing team in Dallas. The group originates, underwrites, executes, and asset manages commercial real estate debt and preferred equity investments secured by development, transitional, and stabilized properties across major U.S. markets.

This is a front office deal seat with exposure across the full transaction life cycle, from sourcing support and underwriting through diligence, structuring, closing, and ongoing portfolio management. Expect direct interaction with senior leadership, sponsors, intermediaries, and third party advisors, and a credible path toward origination for someone who builds those relationships well. The ideal candidate will bring three or more years in commercial real estate credit, underwriting, private equity, capital markets, or restructuring with hands-on transaction execution, strong knowledge of commercial real estate markets, valuation methodologies, and loan structures across asset classes, and advanced financial modeling skills with Argus.

Responsibilities

• Coordinate and manage due diligence, including appraisals, environmental, engineering, and other third party reports.
• Evaluate and underwrite new commercial real estate credit opportunities across first mortgages, bridge financing, construction loans, mezzanine debt, and preferred equity.
• Prepare and present credit focused investment memoranda and recommendations to the investment committee and senior leadership.
• Build and review detailed financial models, stress tests, and sensitivity analyses, and provide input on underwriting assumptions, risk factors, and downside protections.
• Run holistic credit analysis across properties, business plans, sponsors, guarantors, and capital structures.
• Assist in negotiating transaction structures, loan documents, and related agreements.
• Drive execution by managing communication across internal teams, sponsors, legal counsel, and third party service providers, and support closings through completion of all internal and external documentation.
• Support portfolio surveillance and ongoing asset management, including performance monitoring, covenant compliance, and sponsor engagement.
• Assist with loan amendments, extensions, workouts, and restructurings as needed.
• Review the analyses and materials produced by junior team members and contribute to their development.

Client Requirements

• 3+ years in commercial real estate credit, underwriting, private equity, capital markets, or restructuring, with direct transaction execution exposure.
• Strong knowledge of commercial real estate markets, valuation methodologies, and loan structures across all major asset classes.
• Advanced financial modeling skills, with Argus experience required.
• Bachelor's degree in Finance, Real Estate, Economics, or a related field.
• Solid working knowledge of commercial real estate loan documentation.
• Highly detail oriented and organized, able to manage multiple live transactions in a fast paced environment.
• Strong written and verbal communication with senior professionals, clients, and counterparties.
• Proactive, intellectually curious, and motivated to expand responsibilities over time.
• Willing to work onsite in Dallas.

Qualified candidates will be contacted for an interview.