Senior Analyst, Commercial Real Estate Investment Management

The Role at a Glance:

We are looking to add a Senior Analyst to the Commercial Mortgage and Real Estate Investments team, which is part of an investment management platform with over $200 billion in assets under management. This position will be based out of North Carolina. 

In this position, you will provide experienced support as part of the Loan Production team in managing a $16 billion portfolio across 36 states. Primary focus is the annual origination of $2.5 billion in commercial mortgage investments and annual commitments of approximately $100 million in real estate private equity investments. The ideal candidate is looking to grow his/her responsibilities in both credit analysis and new business development. 

What you'll be doing:

• Originates new commercial mortgage loan investments with oversight and support of senior loan officers.
• Reviews and underwrites commercial mortgage investment opportunities providing analysis and recommendations to senior loan officers and senior members of assigned team.
• Prepares draft investment committee memos working independently and collaboratively with commercial mortgage team, correspondent mortgage bankers, sales and leasing brokers, appraisers or other sources of commercial real estate data.
• Drafts term sheets, loan commitments, and other transaction related documents for review by the senior production officer and legal counsel.
• Support senior production officers in the management of correspondent relationships and new transactions for assigned territory; over time, increasing responsibility for managing transactions from business development and origination through loan closing.
• Completes due diligence analysis including site inspections, review of leases, rent rolls, third party reports, estoppels, and other business-related matters.
• Serves as business liaison throughout the loan closing process working collaboratively with appropriate internal/external stakeholders to effectuate a timely closing.
• Collaborates with team members across department to support overall origination goals and objectives. 
• Travels domestically for due diligence and business development trips.
• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility.
• Performs and delivers on routine assignments/projects for his/her assigned area(s) of responsibility.
• Carries out duties in compliance with all state and federal regulations and guidelines.  Complies with all company and site policies and procedures.
• Analysis of commercial real estate partnerships, and wholly owned real estate (OREO and REO).
• Review annual operating statements and annual site inspection reports for existing properties within the portfolio.
• Handles special servicing requests as required.

What we're looking for:

Must-haves:

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required in in Finance, Economics, Business Administration or similar field
• 2-4+Years’ experience required in financial analysis and investments that aligns with the specific responsibilities for this position.  Commercial real estate finance and/or commercial real estate investment and analysis preferred. 
• Travel: up to 40%

Nice-to haves:

• Introductory knowledge of commercial real estate principles and fundamentals.
• Introductory knowledge of national commercial real estate and mortgage markets and macro-economic trends that affect those markets.
• Ability to understand and evaluate real estate financial statements.
• Introductory knowledge and understanding of commercial real estate valuation.
• Introductory knowledge of real estate legal concepts and understanding of loan documents.
• Ability to understand and apply financial concepts such as but not limited to Future Value, Present Value, Compound Interest, Discounting, Capitalization Rates, and Internal Rate of Return (IRR).
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CoStar 

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What’s in it for YOU:

• A clearly defined career framework to help you successfully manage your career
• Leadership development and virtual training opportunities
• PTO/parental leave
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations
• Effective productivity/technology tools and training

Work Arrangement

Hybrid/Office : Employees will work in a Lincoln office on average more days per week.