Investment Analyst (Newport Beach) - Commercial Real Estate Finance
Full Job Description
Investment Analyst - Commercial Real Estate Finance
Northmarq – Newport Beach, CA
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you’re just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
Northmarq is seeking an experienced Investment Analyst to support the Production Debt + Equity team in our Newport Beach office. The individual will be joining an active and top-performing Originations team while providing support to the office through financial analysis and underwriting, loan request/investment report packaging, due diligence, closing, servicing, and various support functions. If you thrive in a fast-paced environment, have a keen eye for detail, and have a passion for Real Estate, we invite you to apply for this exciting opportunity!
*This position is an in-office position, with an immediate start date.
Position Responsibilities:
- Underwriting – At the direction of the Managing Director or Producer, prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to provide reliable valuation and loan analysis.
- Packaging - Prepare loan request packages that meet company guidelines and lender requirements. Packages include narrative analysis of the borrower, property, location, and market, as well as underwriting, valuation, leases/rent roll analysis, and photographs, aerials, and maps.
- Pre-closing – Compile deal-specific lists of potential lenders, and coordinate and internally track lender outreach. Collect loan quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates.
- Closing – Provides closing coordination in the direction of the Managing Director or Producer, including acting as liaison with the servicing department. Responsibilities include collecting and reviewing due diligence, ordering and reviewing third-party reports, and reviewing lender documentation (term sheet, commitment, loan docs, etc.) Maintaining open communication with borrowers, lenders, legal counsels, third-party vendors, and internal servicing and insurance departments on an as-needed basis.
- Research & Lead Generation – Provide reliable borrower, property, and market-level data by using available third-party and internal resources. The research will include but is not limited to ownership records, property transaction history, demographics, and sales and rent comparables. At the direction of the Managing Director or Producer, conduct and sustain continuous and annual lead-generation efforts, leveraging internal prospecting tools and third-party platforms.
- Servicing – Perform regional office servicing functions including investor portfolio analysis, lease reviews/briefs, and routine regional office servicing duties through local market knowledge.
- Client Service – At the direction of the Managing Director or Producer, responsible for providing lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner.
- Organization/Time Management – Plan, schedule, and prioritize workload to best utilize time and efficiently manage daily tasks including research, financial analysis and underwriting, loan packaging, and closing services.
- Marketing & Office Administration – Provide administrative support and marketing efforts for office functions as needed.
- Minimum two to three years of experience in Commercial Real Estate Finance
- Four-year college degree required with a major in real estate, finance, accounting, or business area preferred
- Proficient understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc.
- Proficient tech knowledge and skills, including in-depth knowledge of Microsoft Office (Excel, Word, PowerPoint etc.) Knowledge of Salesforce or ARGUS software is a plus.
- Strong organizational skills with the ability to multi-task while under pressure and an aptitude for problem-solving
- Resourceful with a strong initiative and ability to work independently with minimal supervision
- Strong work ethic and willingness to work extended hours when necessary
- Ability to handle multiple projects and assignments; able to prioritize and meet deadlines
- Excellent written and verbal communication skills
Job Information
Job Category:
Accounting
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