Northmarq · 1 week ago
Investment Analyst II – Commercial Real Estate Finance
Phoenix, AZ
Full-time
Onsite
Entry, Mid Level
2+ years expNorthmarq is a unique capital markets resource for commercial real estate investors, providing access to experts in debt, equity, investment sales, loan servicing, and fund management. The Investment Analyst II will support the Production Debt + Equity team by performing financial analysis, underwriting, and preparing investment report packages while ensuring high-quality client service and effective organization of tasks.
Real Estate Investment
Hiring Manager
Maria Sather
Responsibilities
Underwriting – Underwrite commercial real estate debt and equity investments by analyzing historical and projected financials, borrower models, and market data, including JV waterfall and promote structures, sponsor return modeling, and scenario testing, to support reliable valuation and loan recommendations
Packaging – Prepare comprehensive debt and equity request packages that meet company and lender guidelines, including narrative summaries of the sponsor/borrower, property, business plan, and market conditions, supported by financial analysis, underwriting, lease/rent roll and comp set analysis, and exhibits such as photos, 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 at the direction of Managing Director or Producer, 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
Marketing & Office Administration – Provide administrative support and marketing efforts for office functions as needed
Qualification
Required
Minimum of 2-3 years of experience in Commercial Real Estate Finance
Four-year college degree required with a major in real estate, finance, accounting, or business area preferred
Proficient understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc
Proficient tech knowledge and skills, including in-depth knowledge of Microsoft Office (Excel, Word, PowerPoint etc.)
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
Excellent written and verbal communication skills
Preferred
Preference for candidates with exposure to multifamily, retail, and/or industrial underwriting
Experience with equity underwriting (JV structuring, waterfall modeling) is a strong plus
Knowledge of Salesforce or ARGUS software is a plus
Benefits
Medical
Dental
Vision
Paid time off
401K match
Annual discretionary contribution based on business performance
Paid parental leave
Adoption assistance
Education assistance
Volunteer paid time off
Charitable contribution match
Company
Northmarq
As a company built on the founding principle of integrity, we’re invested in your success.
1001-5000 employees
H1B Sponsorship
Northmarq has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (1)
2022 (1)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Ani Paulson
Senior Vice President
JoAnn Neau
Chief Marketing Officer
Recent News
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