2027 Rotational Analyst Program (Houston)

Berkadia Commercial Mortgage•Houston, TX

About The Position

Berkadia’s 12-month Rotational Analyst Program develops early-career commercial real estate analysts through two six-month rotations in Investment Sales and Mortgage Banking. Analysts receive onboarding on Berkadia’s culture, client-facing business segments, supporting groups and technologies, and work with employees from analyst level through executive leadership. They return to their local office after onboarding and support the company’s production business groups and capital markets platforms, with mentorship and coaching from a program manager, rotation manager, and peer mentor. After the program, local and program leadership work with each analyst to identify permanent placement in Investment Sales or Mortgage Banking based on career interests, performance, and office needs. The program is scheduled to commence in July 2027. The role is based in Houston.

Responsibilities

Support Investment Sales Advisors with client and property financial analysis.
Gather, extract, manipulate, and prepare market data, including information on market rents and expenses, comparable sales, and market trends.
Assist with investment memorandums and valuations for review by senior executives.
Prepare financial analyses and projections for acquisition and disposition opportunities.
Analyze profit and loss statements and rent rolls.
Review and evaluate new loan opportunities and track their progress through the loan cycle.
Review Excel-based underwriting workbooks and narrative presentations.
Review, size, and price transactions with the product originations team during the quote process.
Draft quotes for business and credit teams and enter quotes into the internal CRM tracking system.
Prepare loan applications.