Commercial Real Estate Financial Analyst
MONTICELLOAM, LLC, New York, NY, United States
MONTICELLOAM, LLC and its affiliates (“Monticello”) is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. We are seeking motivated, collaborative professionals who bring creativity, compassion, and a strong work ethic to a dynamic team environment.
We are looking for a
Commercial Real Estate Financial Analyst or Senior Analyst
for our Richmond, VA office.
Key Responsibilities
Support underwriting of commercial real estate loans across several asset classes, with a primary focus on healthcare-related investments
Prepare investment memoranda and presentation materials for internal and external investment committees as well as syndicate banking partners
Assist in structuring transactions, including drafting term sheets and letters of intent
Develop and maintain financial models to evaluate lending opportunities, including loan sizing, structuring, and return analysis (IRR, NPV, ROI, ROE)
Perform KYC (Know Your Customer) and background checks on all transaction parties
Conduct comprehensive due diligence, including review of appraisals, market studies, environmental reports, financial statements, and all other third-party reports
Coordinate with clients, legal counsel, title companies, and all other stakeholders to collect documentation and facilitate loan closings
Analyze historic financials, operating performance, and projections; conduct proforma and sensitivity analyses to assess risk and feasibility
Analyze market trends and support broader investment strategy and reporting initiatives
Contribute to process improvements, internal tools, and reporting capabilities
Assist with marketing materials and investor communications, including private placement offerings
Collaborate with asset management to support handoff of transactions from underwriting through post-closing responsibilities
Ability to travel nationally as required
Work in the office as required by office policy
Qualifications
1 to 3 years professional experience, preferably in commercial real estate finance, lending, or underwriting
Bachelor’s degree in finance, accounting, real estate, business, or a related field (minimum one year post-graduation experience required)
Strong financial modeling and analytical skills, with proficiency in Excel, PowerPoint, Adobe and Word
Solid understanding of real estate concepts (e.g., cap rate, DSCR, LTV, cash flow analysis)
Excellent organizational skills and ability to manage multiple concurrent transactions or priorities
Strong written and verbal communication skills with an attention to detail
Interest in healthcare, seniors housing, or multifamily projects
Proactive, team-oriented mindset with a desire to learn and grow within the industry
Ability to work full-time in-office in Richmond, VA or Whiteplains, NY
At Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer.
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We are looking for a
Commercial Real Estate Financial Analyst or Senior Analyst
for our Richmond, VA office.
Key Responsibilities
Support underwriting of commercial real estate loans across several asset classes, with a primary focus on healthcare-related investments
Prepare investment memoranda and presentation materials for internal and external investment committees as well as syndicate banking partners
Assist in structuring transactions, including drafting term sheets and letters of intent
Develop and maintain financial models to evaluate lending opportunities, including loan sizing, structuring, and return analysis (IRR, NPV, ROI, ROE)
Perform KYC (Know Your Customer) and background checks on all transaction parties
Conduct comprehensive due diligence, including review of appraisals, market studies, environmental reports, financial statements, and all other third-party reports
Coordinate with clients, legal counsel, title companies, and all other stakeholders to collect documentation and facilitate loan closings
Analyze historic financials, operating performance, and projections; conduct proforma and sensitivity analyses to assess risk and feasibility
Analyze market trends and support broader investment strategy and reporting initiatives
Contribute to process improvements, internal tools, and reporting capabilities
Assist with marketing materials and investor communications, including private placement offerings
Collaborate with asset management to support handoff of transactions from underwriting through post-closing responsibilities
Ability to travel nationally as required
Work in the office as required by office policy
Qualifications
1 to 3 years professional experience, preferably in commercial real estate finance, lending, or underwriting
Bachelor’s degree in finance, accounting, real estate, business, or a related field (minimum one year post-graduation experience required)
Strong financial modeling and analytical skills, with proficiency in Excel, PowerPoint, Adobe and Word
Solid understanding of real estate concepts (e.g., cap rate, DSCR, LTV, cash flow analysis)
Excellent organizational skills and ability to manage multiple concurrent transactions or priorities
Strong written and verbal communication skills with an attention to detail
Interest in healthcare, seniors housing, or multifamily projects
Proactive, team-oriented mindset with a desire to learn and grow within the industry
Ability to work full-time in-office in Richmond, VA or Whiteplains, NY
At Monticello, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Monticello is an EEO employer.
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