Senior Investment Associate

Nextera Search; United States; On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Annual Bonus

Job summary

A real estate investment firm is seeking a Senior Investment Associate in the New York City area. The role involves evaluating commercial real estate debt transactions, preparing investment memoranda, and presenting proposals to stakeholders. Candidates should possess a Bachelor's degree, at least 4 years of relevant experience, and strong analytical and communication skills. This position demands a proactive problem solver who can thrive in a fast-paced environment and make data-driven decisions.

Qualifications

• Minimum of 4 years of relevant experience in finance or real estate.
• Proven ability to manage multiple transactions in a fast-paced environment.
• Exceptional attention to detail and strong work ethic.

Responsibilities

• Evaluate potential commercial real estate debt transactions.
• Structure and present financing proposals to stakeholders.
• Conduct due diligence and assist in underwriting.

Skills

Analytical abilities

Financial modeling

Risk assessment

Organizational skills

Communication skills

Education

Bachelor's degree from an accredited university

Job description

A Real Estate Investment Firm based in New York City is seeking an experienced professional to join their team as a Senior Investment Associate.

Base pay range

$150,000.00/yr - $200,000.00/yr

Additional compensation types

Annual Bonus

Responsibilities

• Partner with portfolio managers and DMT team members to evaluate potential commercial real estate (CRE) debt transactions.
• Develop, structure, and present financing proposals to the Fund’s Credit Committee and external debt and equity partners.
• Conduct due diligence and assist in underwriting pipeline transactions, identifying key deal strengths, risks, and mitigants.
• Prepare detailed Investment Memoranda and financial models for presentation at Investment Committee meetings.
• Support asset management by analyzing performance, credit quality, and market trends across the existing loan portfolio.
• Collaborate cross-functionally with origination, underwriting, and senior leadership teams, including the CEO, CFO, and COO.
• Communicate with borrowers to address complex or sensitive matters, including risk-related issues.
• Contribute to business development and fund marketing efforts, engaging with investors, prospective partners, and clients.
• Identify and articulate strategic opportunities to enhance company operations and overall performance.

Qualifications

• Bachelor’s degree from an accredited university required.
• Background in finance and/or real estate.
• Minimum of 4 years of relevant experience with advanced knowledge of commercial or related lending.
• Strong work ethic with exceptional attention to detail and organizational skills; able to manage multiple transactions in a fast-paced environment.
• Proven analytical and quantitative abilities, with expertise in financial modeling and risk assessment.
• Excellent communication skills, with the ability to clearly and succinctly present deal dynamics to stakeholders.
• Skilled in managing interactions with diverse parties, including deal sponsors, origination teams, executives, and investors.
• Self-starter and proactive problem solver with the ability to work independently.
• Demonstrated capacity to make confident, data-driven decisions under time-sensitive conditions.

Seniority level

Associate

Employment type

Full-time

Job function

Finance

Industries

Investment Management and Real Estate

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