Senior Associate- Investment Advisory
About The Position
The Senior Associate, Investment Advisory oversees a diversified portfolio of complex commercial real estate debt transactions, including whole loans, syndicated loans, and Commercial Mortgage Backed Securities (CMBS) across stabilized, construction, and transitional loans. The role calls for strong knowledge of real estate investment fundamentals, independent review of loan agreements and third-party reports, and sound judgment on complex transactions across multiple U.S. markets. The position is based onsite at a client location in El Segundo, California. The role covers asset and loan management for transactions ranging in size from $25 million to $500 million. It includes underwriting and valuation, coordinating documentation and third-party report reviews, preparing asset summaries, reviewing legal and loan modification documents, and monitoring servicer performance and required certifications. The Senior Associate also provides quality control, communicates with internal and external stakeholders, and assists with training as needed.
Requirements
- Bachelor's degree required.
- 2–5 years of related commercial real estate experience and loan underwriting.
- Proficiency in Microsoft Excel, Word, and Outlook.
- Strong organizational, leadership, and quantitative skills.
- Expertise in market research, financial statement analysis, and loan management.
- Robust analytical skills.
- Exceptional written and verbal communication skills.
- Team-oriented approach and willingness to collaborate and contribute to collective goals.
- Strong expertise in real estate investment fundamentals and the ability to independently review loan agreements and third-party reports.
Nice To Haves
- Construction or redevelopment experience is preferred but not required.
Responsibilities
- Manage portfolios of whole loans, syndicated loans, and CMBS, including stabilized, construction, and transitional loans.
- Work independently and collaboratively on complex commercial real estate transactions.
- Underwrite performing and non-performing loans and secondary-market portfolio acquisitions, including b-piece and non-distressed loan pools.
- Underwrite and value office, retail, industrial, multifamily, hospitality, and mixed-use properties.
- Prepare Asset Summary Reports.
- Coordinate collection of underwriting documentation and monitor receipt against target closing dates.
- Manage third-party report engagement and review appraisals, property condition reports, Phase I environmental reports, zoning reports, and seismic reports.
- Provide quality control on materials prepared by more junior team members.
- Review macroeconomic trends, real estate investment fundamentals, market research, lending trends, and real estate market movements.
- Independently review notes, loan agreements, yield maintenance provisions, and other legal documents.
- Draft internal communications and responses to servicers, appraisers, and other parties, and facilitate training as needed.
- Assist with reviews of loan modification documentation and audit requests, applying knowledge of loan operations systems and processes.
- Assist in managing data in relevant loan management and accounting systems.
- Review, monitor, and provide feedback on servicer performance and correspondence on behalf of lenders.
- Monitor and track receipt of third-party servicer certifications, bank certifications, financial statements, and Uniform Single Attestation Program (USAP) materials.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
