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Regional hiringpublishedExternal employer
MLMONTICELLOAM, LLC
MONTICELLOAM, LLCReal Estate Lending

Commercial Real Estate Financial Analyst

Location

Richmond, Virginia, United States

Work type

Onsite

Employment

Full Time

Experience

1-3 years

Compensation

$90K - $120K per year

Posted

13h ago

Summary and responsibilities

Role overview

Summary

This role supports the underwriting of commercial real estate loans across various asset classes, with a primary focus on healthcare-related investments. Responsibilities include preparing investment memoranda, developing financial models for evaluating lending opportunities, and conducting comprehensive due diligence. The analyst will also coordinate with stakeholders for loan closings and analyze market trends to support broader investment strategy.

Key Responsibilities:

  • Support underwriting of commercial real estate loans across several asset classes, with a primary focus on healthcare-related investments

  • Prepare investment memoranda and presentation materials for internal and external investment committees as well as syndicate banking partners

  • Assist in structuring transactions, including drafting term sheets and letters of intent

  • Develop and maintain financial models to evaluate lending opportunities, including loan sizing, structuring, and return analysis (IRR, NPV, ROI, ROE)

  • Perform KYC (Know Your Customer) and background checks on all transaction parties

  • Conduct comprehensive due diligence, including review of appraisals, market studies, environmental reports, financial statements, and all other third-party reports

  • Coordinate with clients, legal counsel, title companies, and all other stakeholders to collect documentation and facilitate loan closings

  • Analyze historic financials, operating performance, and projections; conduct proforma and sensitivity analyses to assess risk and feasibility

  • Analyze market trends and support broader investment strategy and reporting initiatives

  • Contribute to process improvements, internal tools, and reporting capabilities

  • Assist with marketing materials and investor communications, including private placement offerings

  • Collaborate with asset management to support handoff of transactions from underwriting through post-closing responsibilities

  • Ability to travel nationally as required

  • Work in the office as required by office policy

Qualifications:

  • 1 to 3 years professional experience, preferably in commercial real estate finance, lending, or underwriting

  • Bachelor’s degree in finance, accounting, real estate, business, or a related field (minimum one year post-graduation experience required)

  • Strong financial modeling and analytical skills, with proficiency in Excel, PowerPoint, Adobe and Word

  • Solid understanding of real estate concepts (e.g., cap rate, DSCR, LTV, cash flow analysis)

  • Excellent organizational skills and ability to manage multiple concurrent transactions or priorities

  • Strong written and verbal communication skills with an attention to detail

  • Interest in healthcare, seniors housing, or multifamily projects

  • Proactive, team-oriented mindset with a desire to learn and grow within the industry

  • Ability to work full-time in-office in Richmond, VA or Whiteplains, NY

Updated 13h ago

Candidate fit

Skills and qualifications

Additional skills

Financial Modeling • 1+ yrs
Analytical Skills • 1+ yrs
Excel • 1+ yrs
PowerPoint • 1+ yrs
Adobe • 1+ yrs
Word • 1+ yrs
Organizational Skills • 1+ yrs
Written and Verbal Communication • 1+ yrs

Experience

1-3 years

How this role is positioned

Role classification

Job domains

Sales & Business Dev
Real Estate & Facilities

Industries

Real Estate & PropTech
Healthcare & Pharma
Finance & Banking

Employment

Full Time

Contract duration

Permanent

Hiring type

Direct

Global hiring

Location specific

Offer details

Compensation and benefits

Compensation

$90K - $120K per year

VisibilityShared on listing
CurrencyUSD
PeriodYearly

Location, schedule, and role shape

Work setup

Work conditions

Primary locationRichmond, Virginia, United States
Work typeOnsite
Global hiringNo

Bandwidth profile

peopleMedium7/10
physicalLow4/10
cognitiveHigh9/10
executionHigh8/10
creativityMedium6/10
uncertaintyMedium6/10
communicationHigh8/10

Context on the employer

Company snapshot

Company

MONTICELLOAM, LLC

Team size

Growing team

Location

Richmond, Virginia, United States

MONTICELLOAM, LLC and its affiliates (“Monticello”) is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. We are seeking motivated, collaborative professionals who bring creativity, compassion, and a strong work ethic to a dynamic team environment.

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Commercial Real Estate Financial Analyst

Richmond, Virginia, United StatesFull Time