Associate Director; Investments

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?

Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth.
Be Backed by the Best. Be Berkadia.

The Associate Director will become an expert on market elements that impact Commercial Real Estate and perform in‑depth financial analysis to evaluate Commercial Real Estate assets. The Associate will assist the Investment Sales Advisor with financial analysis, research, and the preparation of market data to be utilized in various client‑facing documents and presentations. This is an excellent opportunity for the right candidate, offering rapid career ascension.

• Prospect and build client relationships to generate new business and secure new and expanded opportunities.
• Breakdown and analyze Profit and Loss (P&L) statements and rent rolls.
• Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
• Assist in the presentation of analysis to clients.
• Review industry surveys and benchmarks, as well as economic and demographic trends.
• Actively assist in the research, writing, and proofing of market intelligence for marketing materials.
• Assist with preparing and presenting the results of the analysis, including graphics and charts, in a clear and concise manner.
• Establish strong working relationships with the team and clients to understand and identify their needs for market intelligence.
• Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
• Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
• Track‑record of high performance within a deadline driven environment.
• Commitment to obtaining outstanding results.
• Ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment.
• Other duties as assigned.

• Minimum of 5-10 years of professional experience, including internships.
• Specific experience as an analyst researching market trends and local industries in the Real Estate industry.
• Experience in a client‑facing role.
• Commercial Real Estate experience.
• Expert‑level analytical and financial modeling skills.
• Expert‑level MS Excel skills.
• Must be proficient in MS Office Suite (Outlook, Word, and PowerPoint).

• Monthly paid volunteer hours and donation matching to benefit our communities.
• Employee Resource Groups that help you grow with us.
• Fertility and family planning services.
• Up to 12‑weeks of fully paid parental leave.
• Mental health care, including free counseling sessions.
• We’ll help you fund your learning journey with generous tuition reimbursement.
• Pet insurance discounts.
• And more!

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The provided base salary information for this position is part of an overall national range. The actual salary within our range for this position will be determined by several factors, including but not limited to the scope, complexity and location of the role, the skills, education, training, credentials, and experience of the candidate. The total compensation package for this role may also include additional incentive opportunities.

Compensation $50,000 — $50,000 USD

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company‑wide innovation and creates a people‑first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation,…