2027 Rotational Analyst Program (Houston)
About The Position
The Real Estate Analyst plays a crucial role in supporting branch originators by analyzing complex commercial mortgage deals, preparing detailed loan submissions, and facilitating the underwriting process. This position involves direct interaction with borrowers, conducting market research, and assisting in the marketing of our products and services to potential clients, ensuring a seamless and efficient loan process. Berkadia’s Rotational Analyst Program takes a dynamic approach to analyst onboarding and development across two of Berkadia’s three most critical platforms – mortgage banking, investment sales and underwriting. Over 12 months, you’ll partner with seasoned professionals, senior leadership and reliable mentors as you prepare to make an impact on the CRE industry. Be the Next Big Thing. Be Berkadia. We are committed to growing your career, so in this role you will: Berkadia’s Rotational Analyst Program is changing the way the industry trains and develops CRE analysts around the many facets of the production business. As a Rotational Analyst, you’ll engage in a comprehensive onboarding experience where analysts will be introduced to: Berkadia’s culture Client-facing business segments Supporting groups and technologies Berkadia employees, ranging from analysts through members of executive leadership Once onboarding is complete, you will return to your local offices and begin a series of two, 6-month rotations in two production business groups -- Investment Sales and Mortgage Banking. You’ll play a critical role in executing and supporting business for our multi-billion-dollar capital markets platforms. Along the way, you’ll receive mentorship and coaching from a program manager, rotation manager, and peer mentor.
Requirements
- Applicants will only be eligible to final interview for one office location. (please have your office of preference ready at the time of your recruiter phone screen)
- Applicants are/are not expected to travel to the local Houston office for their final interview.
Responsibilities
- Assisting Investment Sales Advisors in preparation of investment memorandums and valuations for review by senior executives
- Gathering market research for managers to support procurement and analysis of market rents and expenses, comparable sales, market trends, etc.
- Preparing financial analysis and projections for acquisition and disposition opportunities so that senior executives can evaluate the financial feasibility and viability of each project
- Analyzing P&L statements and rent rolls.
- Reviewing Excel-based underwriting workbooks and narrative presentations
- Reviewing, sizing and pricing transactions with the product originations team during the quote process
- Drafting quotes to the business and credit teams
- Adding quotes to internal tracking (CRM) system
- Preparing loan applications.
Benefits
- 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
- Generous tuition reimbursement
- Pet insurance discounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
