Sr Underwriting Associate

HNM Systems; City of White Plains (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

HNM Systems in New York is seeking an experienced Underwriting Associate to support infrastructure real estate investment underwriting, valuation, and financial analysis. The role emphasizes building financial models, assessing performance, and supporting investment decisions.

The ideal candidate has strong analytical skills, proficiency in Excel, and knowledge of real estate investment concepts, with a background in infrastructure real estate preferred.

Qualifications

• Bachelor’s degree in Accounting, Finance, Real Estate, Economics, or a related field.
• 5 years of relevant experience in underwriting, real estate finance, or accounting (infrastructure real estate a plus).
• Strong proficiency in Microsoft Excel, including building and manipulating complex financial models.
• Experience with financial statement analysis, cash flow modeling, and valuation techniques.
• Solid understanding of real estate investment concepts, including risk assessment, return analysis, and asset performance.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex financial information clearly.

Responsibilities

• Assist in underwriting and evaluation of infrastructure real estate investment opportunities, including acquisition, financing, and development projects.
• Build and maintain detailed financial models to support investment analysis and decision-making.
• Analyze financial statements, cash flow projections, and KPIs to assess asset performance and risks.
• Prepare comprehensive investment memos, reports, and presentations for senior management and stakeholders.
• Perform due diligence on potential investment opportunities, including market research and risk assessments.
• Develop valuation models using DCF, comps, and cap rate methodologies.
• Collaborate with internal teams to ensure underwriting processes and documentation are accurate and complete.
• Monitor performance of existing assets and update models accordingly.
• Stay informed on market trends, industry developments, and regulatory changes affecting infrastructure real estate.

Skills

Financial modeling

Excel proficiency

Analytical thinking

Communication

Education

Bachelor's degree in Accounting/Finance/Real Estate/Economics

Tools

Argus

CoStar

Job description

Why This Opportunity Stands Out

This is an exciting opportunity to contribute to the evaluation and growth of critical infrastructure investments that support long-term economic development and connectivity. You'll work alongside experienced professionals on complex acquisition, financing, and development opportunities while gaining exposure to sophisticated underwriting and valuation methodologies. This role offers meaningful involvement in investment decision-making and the chance to deepen expertise within a growing infrastructure-focused investment environment. Professionals who enjoy financial analysis, strategic thinking, and high-impact projects will find significant career development opportunities in this position.

Overview

Our customer is seeking an experienced Underwriting Associate to support infrastructure real estate investment underwriting, valuation, and financial analysis activities for a leading infrastructure investment organization.

The Underwriting Associate will play a critical role in assessing investment opportunities, evaluating financial performance, developing financial models, and supporting strategic investment decisions. The ideal candidate brings strong analytical skills, financial modeling expertise, attention to detail, and a thorough understanding of real estate and investment fundamentals.

Key Responsibilities

• Assist in the underwriting and evaluation of infrastructure real estate investment opportunities, including acquisition, financing, and development projects.
• Build and maintain detailed financial models to support investment analysis and decision-making.
• Analyze financial statements, cash flow projections, and key performance metrics to assess asset performance and risks.
• Prepare comprehensive investment memos, reports, and presentations for senior management and stakeholders.
• Perform due diligence on potential investment opportunities, including market research, financial analysis, and risk assessments.
• Support the development of valuation models and analysis using various approaches, including discounted cash flow (DCF), comparable sales, and cap rate methodologies.
• Collaborate with internal teams, including finance, legal, and operations, to ensure all underwriting processes and documentation are accurate and complete.
• Monitor the performance of existing assets, conducting periodic reviews and updating financial models as needed.
• Stay informed on market trends, industry developments, and regulatory changes affecting infrastructure real estate.
• All other duties as assigned.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, Real Estate, Economics, or a related field.
• 5 years of relevant experience in underwriting, real estate finance, or accounting (experience in infrastructure real estate is a plus).
• Strong proficiency in Microsoft Excel, including the ability to build and manipulate complex financial models.
• Experience with financial statement analysis, cash flow modeling, and valuation techniques.Solid understanding of real estate investment concepts, including risk assessment, return analysis, and asset performance.
• Excellent analytical, organizational, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex financial information clearly.
• Ability to work independently and collaboratively in a fast-paced environment.
• Attention to detail and commitment to producing high-quality work.

Preferred Qualifications

• Experience with real estate investment platforms and financial modeling software (e.g., Argus, CoStar).
• Knowledge of infrastructure-focused real estate markets and investment strategies.
• Strong interest in the infrastructure sector and real estate investment trends.

EEO / Disclaimer (USA)

The above statements are intended to describe the general nature and level of work being performed by the incumbent(s) of this job. They are not intended to be an exhaustive list of all responsibilities and activities required of the position. This job description is subject to revision, and it may be updated to reflect changes in the role or organization.

HNM Systems utilizes legally permissible drug and background checks as part of our screening process. Essential requirements of the position include eligibility to work for any U.S. employer without sponsorship now or in the future.

It is the policy of HNM Systems, Inc., to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information and/or marital status. HNM Systems, Inc is compliant with the Fair Chance Ordinance as applicable and will consider all qualified applications for employment.