Multifamily Debt Analyst

Overview

This position focuses exclusively on the placement of debt and/or equity for commercial real estate transactions. Debt Analysts have the opportunity to engage in every phase of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing and term sheet negotiation, closing, and client meetings and events. This role operates in a high-energy, team-focused environment that provides excellent learning and growth opportunities in commercial real estate capital markets.

• Create comprehensive debt and/or equity offering memorandums for commercial real estate transactions, incorporating detailed research, sophisticated financial modeling, and compelling executive summaries
• Develop and execute complex financial models for a variety of commercial real estate transactions, utilizing market data and JLL resources to ensure accurate underwriting
• Manage the due diligence process efficiently, driving both marketing and closing processes for each transaction
• Maintain consistent communication with Producers, market participants, and clients throughout the transaction lifecycle
• Analyze marketing feedback to help clients optimize their business plans and capital structures
• Demonstrate technical proficiency with databases to identify relevant data for market trend analysis and preparation of client presentations
• Review and interpret real estate documentation (leases, loan documents, appraisals, etc.) to identify potential issues and concerns
• Formulate and recommend strategic financing alternatives to Producers
• Begin developing industry relationships and a professional network through participation in meetings, events, and real estate trade organizations
• Contribute to weekly office meetings with Producers to discuss transaction pipeline, deal status, market conditions, and new client opportunities
• Support additional capital markets initiatives as assigned

• 1-3 years of experience in a financial analysis environment; mortgage banking or commercial real estate industry experience preferred
• Self-motivated with strong team orientation and excellent time management skills to manage multiple deadlines
• Outstanding organizational, interpersonal, quantitative, writing, and communication abilities
• Capacity to interact professionally with clients, including senior-level executives
• Demonstrated ability to communicate analytical and marketing data effectively in written format
• Exceptional research, analytical, and problem-solving capabilities
• Ability to work independently while maintaining a collaborative approach

• Bachelor's Degree in Real Estate, Finance, Accounting, or related discipline (or equivalent combination of education and experience)

• Intermediate to advanced proficiency with Microsoft Office suite, particularly Excel, Outlook, and Word
• Argus experience considered a plus
• Database management experience beneficial