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
Experience
1-3 years
How this role is positioned
Role classification
Job domains
Industries
Employment
Full Time
Contract duration
Permanent
Hiring type
Direct
Global hiring
Location specific
Offer details
Compensation and benefits
Compensation
$90K - $120K per year
Location, schedule, and role shape
Work setup
Work conditions
Bandwidth profile
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 States • Full Time