Investment Analyst – Commercial Real Estate Finance
Northmarq – Houston, TX
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you’re just getting started. Your new career is waiting. Start something special today.
Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
Northmarq is hiring an Investment Analyst to join our
Houston office supporting the Production Debt + Equity team. This role involves providing comprehensive support, including financial analysis and underwriting, preparing loan requests and investment reports, conducting due diligence, managing closings, assisting with servicing, and performing various other support functions.
The Analyst will be joining an active and top-performing team while providing support through Financial Analysis, CRE Underwriting, Investment Report packaging, market research, and closing
.
- This position is an in-office position, with an immediate start date.
Position Responsibilities:
- Underwriting – At the direction of Managing Director or Producer(s), prepare underwriting of commercial real estate properties based on historical financial statements, borrower models or projections, and market standards to provide reliable valuation and loan analysis.
- Packaging – prepare loan request packages that meet company guidelines and lender requirements. Packages include narrative analysis of the borrower, property, location and market, as well as underwriting, valuation, leases/rent roll analysis, and photographs, aerials, and maps.
- Pre-closing – compile deal-specific lists of potential lenders, coordinate and internally track lender outreach. Collect loan quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates.
- Closing – Provides closing coordination including acting as liaison with the servicing department. Responsibilities include collecting and reviewing due diligence, ordering and reviewing third party reports, and reviewing lender documentation (term sheet, commitment, loan docs, etc.). Maintaining open communication with borrowers, lenders, legal counsels, third party vendors, and internal servicing and insurance departments on an as-needed basis.
- Research & Lead Generation – Provide reliable borrower, property, and market level data by using available third party and internal resources. Research will include but is not limited to ownership records, property transaction history, demographics, and sales and rent comparables. At the direction of Managing Director or Producer, conduct and sustain continuous and annual lead generation efforts, leveraging internal prospecting tools and third-party platforms.
- Servicing – Perform regional office servicing functions including investor portfolio analysis, lease reviews/briefs, and routine regional office servicing duties through local market knowledge.
- Client Service – At the direction of Managing Director or Producer, responsible for providing lenders, borrowers, and internal teams with a best-in-class experience by providing reliable, high-quality service in a prompt, friendly, and professional manner.
- Organization/Time Management – Plan, schedule, and prioritize workload to best utilize time and efficiently manage daily tasks to include research, financial analysis and underwriting, loan packaging, and closing services.
What We're Looking For:
- Applicable work experience in finance and/or real estate or completion of MBA or Master’s degree. Four-year college degree required with a major in real estate, finance, accounting, or business area preferred.
- Financial analysis experience in Commercial Real Estate Capital Markets, with a preference for proficiency in agency (Fannie/Freddie) underwriting. A comprehensive understanding of various property types is also essential.
- Strong understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc.
- Candidate must possess strong verbal communication skills – ability to interact effectively and professionally with a wide variety of internal/external parties.
- Strong Tech knowledge and skills, including in-depth expert knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.) Knowledge of Salesforce and ARGUS software is a plus
- Strong organizational skills with the ability to multi-task while under pressure and an aptitude for problem-solving
- Resourceful with a strong initiative and ability to work independently with minimal supervision
- Strong work ethic and willingness to work extended hours when necessary
Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
