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Investment Analyst – Commercial Real Estate Finance

Charlotte, North Carolina, United States

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! 

We are currently seeking an experienced Investment Analyst to join our high-performing Charlotte Production Debt + Equity team. Primary asset focus is multifamily and industrial. This role is ideal for a professional with a strong background in commercial real estate finance, seeking hands-on involvement in underwriting, capital markets strategy, client engagement, and capital placement execution.

**This position is a "In-Office" opportunity, with a immediate start date upon offer acceptance.**

Position Responsibilities:

  • Client Research & Lead Generation – In collaboration with Managing Director, conduct and sustain continuous and annual lead generation efforts, leveraging internal prospecting tools and third-party platforms. Research to include individual assets, portfolio holdings, capital structures, asset performance, sub-market conditions, and other market and asset 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. Participate in client meetings alongside senior producers and engage in client discussions in property operations, debt, equity and asset strategy.
  • Underwriting – Independently underwrite commercial real estate properties by analyzing financials, borrower models, and market data; prepare comprehensive loan request packages with valuation, capital stack analysis, and strategic recommendations, meeting company and lender requirements.
  • Capital Sourcing – In collaboration with Managing Director, initiate and drive lender conversations and due diligence and obtain loan quotes, creating detailed quote matrices for distribution to the borrower. Manage associated Salesforce updates.
  • Team Support & Development – Provide guidance to junior analysts on underwriting best practices and deal-specific questions. Lead and oversee the completion of loan request packages utilizing junior analysts to complete the loan packages. Serve as a resource offering support and mentorship to enhance team performance.
  • Closing – Serve as the primary point of contact for the loan closing process, including acting as liaison with the servicing department. Responsibilities include collecting and reviewing due diligence and ordering and reviewing third party reports. Review lender documentation (term sheet, commitment, loan docs, etc.) and provide recommendations on modifications necessary to meet best interest of Borrower. Maintain open communication with borrowers, lenders, legal counsels, third party vendors, and internal servicing and insurance departments on an as-needed basis.
  • Client Service – 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:

  • This position is a “in-office” opportunity where you will learn and be part of a team.
  • Minimum two-four years of experience in Commercial Real Estate Finance.
  • Four-year college degree required: finance, accounting, or related business field.  Real estate major/minor is a plus.
  • Strong understanding of cash flow analysis and demonstrated analytical skills with the ability to calculate NOI, DSC, ROC, IRR, etc.
  • Strong technical skills with expert-level proficiency in Microsoft Office (Excel, Word, PowerPoint). Experience with Salesforce, Yardi, CoStar, Axiometrics, RealPage, RCA, and other industry platforms is essential.
  • Organized with the ability to handle multiple projects and assignments; able to prioritize and meet deadlines and an aptitude for problem-solving.
  • Resourceful with a strong initiative and ability to work independently with minimal supervision.
  • Excellent written and verbal communication skills. Familiarity with AI tools for written communication a plus.

Why Northmarq

  • Recognized as one of the best places to work in CRE
  • Entrepreneurial culture focused on career development
  • Best-in-class tools, training, and leadership
  • Direct access to national capital markets and lender relationships

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!

 

 

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