Northmarq
Northmarq1mo ago

Investment Analyst II – Commercial Real Estate Finance

United StatesPhoenixmid
FinanceInvestment Analyst
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Quick Summary

Key Responsibilities

Underwriting – Underwrite commercial real estate debt and equity investments by analyzing historical and projected financials, borrower models, and market data,

Technical Tools
FinanceInvestment Analyst

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! 

Responsibilities

~2 min read
  • 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.
  • Minimum of 2-3 years of experience in Commercial Real Estate Finance.  Preference for candidates with exposure to multifamily, retail, and/or industrial underwriting.
  • Experience with equity underwriting (JV structuring, waterfall modeling) is a strong plus
  • 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.) Knowledge of Salesforce or ARGUS software is a plus.
  • Strong organizational skills with the ability to multi-task while under pressure and an aptitude for problem-solving. Ability to handle multiple projects and assignments; able to prioritize and meet deadlines
  • 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

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!

#LI-Onsite #LI-MS1

Listing Details

Posted
March 12, 2026
First seen
March 26, 2026
Last seen
April 18, 2026

Posting Health

Days active
23
Repost count
0
Trust Level
45%
Scored at
April 18, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trustcandidate experience
Northmarq
Northmarq
greenhouse
Employees
3k+
Founded
1960
View company profile
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NorthmarqInvestment Analyst II – Commercial Real Estate Finance