About the role

  • Assist clients in obtaining financing for their multifamily projects through the lending programs of Fannie Mae, Freddie Mac, and FHA.
  • Work as part of a Real Estate Investment team to provide in-depth analysis of real estate debt transactions for clients across a variety of capital sources.
  • Provide analytical support including market research, due diligence tracking and review, cash flow modeling, property valuation, borrower credit review and preparation of loan submissions for transactions spanning various multifamily property types.
  • Perform Excel-based financial modeling and analysis.
  • Exposure to entire loan process from originations to closing.
  • Interact professionally both internally and externally with senior management, originators, deal managers, borrowers, brokers, and correspondents.
  • Provide superior analytical support to senior members of the team on a variety of ad-hoc assignments and long-term projects.
  • Position is based in the San Francisco office following a hybrid schedule (3 days a week); typically a three-year assignment with possible one-year extension.

Requirements

  • Bachelor's degree
  • Proficiency with Microsoft Office including Excel, Word, PowerPoint, and Outlook.
  • Strong quantitative skills and demonstrated analytical ability.
  • Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities.
  • Ability to work independently and in a team-oriented, collaborative environment.
  • Excellent communication skills both verbally and in writing.
  • Outstanding attention to detail.
  • A concentration/major in Finance and/or Real Estate (preferred).
  • 1-3 years of prior experience in FHA, Fannie Mae and/or Freddie Mac multifamily lending and/or multifamily real estate including appraisals, equity, development, or other mortgage loan programs (preferred).

Benefits

  • Market competitive base salaries, with a yearly bonus potential at every level.
  • Medical, dental, vision, life insurance, disability insurance.
  • Paid Time Off (PTO) and leave of absences, such as parental and military leave.
  • 401(k) plan with company match (up to 4%).
  • Company-funded pension plan.
  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
  • Eligibility to participate in a discretionary annual incentive program (subject to rules governing the program).

Job title

Investment Analyst

Job type

Experience level

Mid levelSenior

Salary

$80,000 - $90,000 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job