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English (Required)
1st shift (United States of America)Please review the following job description:
Associate 1 has a strong understanding of the credit andproducts and facilitates proactive identification and analysis of opportunities – exhibiting creativity around idea generation. Takes ownership of projects in coordination with assigned Relationship Managers. The Associate collaborates with Relationship Managers on due diligence of investment strategies and to identify credit worthy projects within targeted markets and assists with the prioritization of relationship calling strategies. Supplements analysis with research and evaluations from a wide variety of sources to develop an assessment of client, competitor, property segment, market and industry risks and trends. TheAssociate 1 may be assigned to a selected Relationship Manager(s) and may also partner closely with a Portfolio Management team to provide assistance with the ongoing portfolio maintenance activities and client relationship support of certain relationships or portfolios.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Analysis: Deal review, information summaries and overall relationship and portfolio analysis.
2. Business Development: Prospecting and market research, building and maintaining a prospecting database.Willingness to engage with current and prospective Fund Managers.
3. Sales Disciplines: Ownership of pre-call planning strategies for selected clients and/or RMs, sales tools management
4. Client Support: Attends client calls and meetings with assigned Relationship Manager(s), supports and participates in client planning end-to-end process
5. Support senior teammates in day-to-day management of responsibilities and mentorship of CRE Analysts.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s degree in Finance, Accounting, Economics or Business, or an equivalent combination of education and work experience.
2. 2-3 years’ combined Commercial Real Estate experience.
3. Excellent verbal and written communication skills.
4. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
5. Strong analytical and problem-solving skills.
6. Knowledge of credit principles.
7. Ability to handle multiple priorities under time constraints.
Preferred Qualifications:
1. Masters in Finance, Accounting, Economics or Business, or experience through internships or other experiences; or an equivalent combination of educational and experience or other related advanced degree.
2. 2 years’ experience inunderwriting and deal structuring (investment banking, commercial banking, or private equity/credit)and/or equivalent experience in a Credit Delivery role.
3. Background in Lower Middle Market operating business transaction structuring.
4. Strong interest in affordable housing and private equity/impact investing
5. Understanding of private equity/credit fund structures.
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