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Analyst/Associate – Real Estate and Lodging Syndicated Finance

Charlotte, North Carolina

Job Description:

Candidate will be a member of the Real Estate and Lodging Syndicated Finance group, which originates, structures and executes syndicated loan transactions for public and private real estate investment trusts, real estate operating companies, lodging companies, homebuilders, private developers, and opportunity funds/financial sponsors.

Key tasks and responsibilities may include but are not limited to:

  • Play a key role supporting originations, structuring and deal execution, working on a broad scope of assignments
  • Preparing presentation and other materials for clients
  • Draft offering memoranda, marketing materials, and pitches
  • Financial statement analysis, financial covenant analysis and financial modeling
  • Prepare comparable analyses, fee memos, various internal reports, and maintain deal files
  • Work closely with senior bankers
  • Assist in coordinating and launching syndicated transactions
  • Managing several projects at once and working effectively as an individual and as part of a team 

Qualifications

  • BS/BA required, concentration in business, finance, accounting, economics, or related degree required
  • 1 – 3 years of experience in syndicated finance, commercial banking, investment banking, or credit underwriting
  • Strong analytical and organizational skills; focus on attention to detail
  • Highly proficient with Microsoft Office programs, familiarity with market data sources
  • Clear verbal and written communication skills
  • Ability to multi-task in a dynamic market driven environment, and work with multiple people while balancing priorities   
  • Strong work ethic, initiative, and deep desire to learn and strengthen individual skill set
  • Ability to learn quickly and take on new responsibilities

    Location:

    Charlotte, North Carolina

    Shift: 

    1st shift (United States of America)

    Hours Per Week:

    40

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-20011958

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
620 S Tryon St, NC, Charlotte, 28255