Investment Associate jobs at First Western Properties

An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026 Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered. Should be in good standing at the college or university. Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries. Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request. Participates in loan committee meetings to gain insight on the loan approval process. Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package. Observes how new business is generated through referrals, prospecting, and networking. Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials. Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients. Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills. When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance? Berkadia's investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia. Berkadia's internship program offers the opportunity to explore the commercial real estate industry while honing your skills and making an impact. During the internship program, Berkadia interns receive the real-world work experience, personal development, training, and mentorship needed to thrive as they begin their professional journey. We Innovate to shape the future of CRE, so in this role you will: · Assist with the analysis of multi-family and commercial mortgage transactions. · Learn how to create initial deal sizing, cash flow analysis, and write deal narratives. · Assist with the review of third-party reports and help with Marketing initiatives. · Establish strong working relationships with the team to understand and identify their needs for support as well as learn the world of Commercial Finance. · Actively assist in the research, writing, and proofing of marketing materials, presentations, analyses, reports, and loan or property documents. · Utilize and maintain databases that track relevant real estate metrics. · Correspond directly with mortgage bankers, borrowers and clients to answer questions or provide information as needed. · Other duties as assigned. We Stand for Excellence, so to achieve success in this role you should have: · Current student pursuing a bachelor's or master's degree · Desire to learn and advance in the Commercial Real Estate sector · Initiative and drive to search for ways to contribute and grow · Basic technology skills and familiarity with Microsoft Office software including Excel and Word We believe People Matter, so we offer benefits that go beyond: Monthly paid volunteer hours and donation matching to benefit our communities Employee Resource Groups that help you grow with us Fertility and family planning services Up to 12-weeks of fully paid parental leave Mental health care, including free counseling sessions: We'll help you fund your learning journey with generous tuition reimbursement Pet insurance discounts And more! Be the Next Big Thing. Be Berkadia. #LI-HB1 #LI-ONSITE The provided base salary information for this position is part of an overall national range. The actual salary within our range for this position will be determined by several factors, including but not limited to the scope, complexity and location of the role, the skills, education, training, credentials, and experience of the candidate. The total compensation package for this role may also include additional incentive opportunities.Compensation$20-$23 USD Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws. In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact ******************************. You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.

An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026 Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered. Should be in good standing at the college or university. Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries. Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request. Participates in loan committee meetings to gain insight on the loan approval process. Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package. Observes how new business is generated through referrals, prospecting, and networking. Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials. Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients. Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills. When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.

Investment Analyst - Job Description The Investment Analyst is responsible for analyzing real estate investments, including acquisitions, developments, and existing assets. This role combines traditional financial analysis with advanced technology skills, leveraging Excel and AI tools to enhance data gathering, automate workflows, and support decision-making. The Analyst will report to the Director of Asset Management. Key Responsibilities: Analyze potential acquisition and development sites, preparing complex discounted cash flow models and budgets for a variety of real estate assets. Build, maintain, and automate financial models in Excel; use advanced Excel functions and VBA/macros to streamline analysis. Utilize AI tools (e.g., ChatGPT, Microsoft Copilot, Python-based bots) to: Pull and aggregate market and financial data from multiple sources. Automate repetitive data tasks and reporting. Build simple bots or scripts to support investment analysis and research. Prepare concise summary documents and investor packages that clearly explain the basis of all analyses. Conduct market research using commercial databases, government sources, and AI-powered search tools. Assist with due diligence for acquisitions, including data collection, report preparation, and coordination with third parties. Monitor market trends, risks, and new investment products, using AI to track and summarize relevant news and data. Perform special projects, such as portfolio performance tracking, peer benchmarking, and ad hoc analysis as requested by management. Qualifications: Bachelor's degree in real estate, finance, business, or a related field. Demonstrated proficiency in Excel, including advanced formulas, pivot tables, and automation (VBA/macros). Experience using AI tools for data analysis, research, or workflow automation (e.g., ChatGPT, Copilot, Python scripting, Power Query). Strong written and verbal communication skills. General knowledge of real estate and property management. Ability to work collaboratively with team members, senior management, and external partners. High attention to detail, analytical mindset, and a drive for continuous learning. Valid driver's license and willingness to travel up to 25%. Preferred Skills: Experience building or deploying simple bots or scripts for data tasks. Familiarity with data visualization tools (e.g., Power BI, Tableau). Interest in staying current with emerging AI and automation technologies.

An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026 Responsibilities Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries. Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request. Participates in loan committee meetings to gain insight on the loan approval process. Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package. Observes how new business is generated through referrals, prospecting, and networking. Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials. Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients. Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills. When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker. Qualifications Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered. Should be in good standing at the college or university. Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

HilltopSecurities is looking to hire an Investment Banker Associate. The Associate will be responsible for analyzing and structuring tax-exempt and taxable debt and derivative transactions for an array of public finance clients. Undergraduate degree in accounting, business, economics, engineering, finance or mathematics and MUST have 1-2 years previous Public Finance experience Excellent quantitative skills Strong interpersonal communication skills and attention to detail Strong computer skills utilizing Excel, Word and PowerPoint Ability to communicate in writing clearly and concisely Ability to verbally communicate effectively with others Ability to make critical decisions while following company procedures Ability to be truthful and be seen as credible in the workplace Ability to get along well with a variety of personalities and individuals Demonstrated interest in public sector/community service The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Work with senior investment bankers in evaluating and analyzing public sector client financial positions and transactions. Provide extensive financial analysis using spreadsheet and industry-specific software packages. Prepare financial proposals and in-depth presentations for current and prospective financial advisory and underwriting clients. Assist with client and marketing responsibilities (include making presentations to clients and bond rating agencies regarding financing opportunities).

Job Description Lincoln Property Company ("Lincoln") is seeking a highly motivated and entrepreneurial Analyst / Associate to join its Corporate Advisory & Solutions (CAS) group, supporting the firm's growing healthcare real estate investment platform in partnership with a large programmatic capital partner. The platform is focused on acquiring, operating, and developing medical office buildings and related outpatient healthcare assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years. Primary Responsibilities Acquisitions & Investments Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations. Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda. Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment. Conduct macro and micro-level market research to support underwriting assumptions and investment theses. Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations. Populate, maintain, and enhance the acquisition pipeline and related tracking systems. Travel as needed for property and market tours, and industry conferences. Asset Management Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses. Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models. Support leasing and marketing activities by analyzing market comps, tenant credit, lease economics, and NER calculations; prepare and maintain lease abstracts and reporting tools (e.g., Prophia, VTS). Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes. Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting. Travel as needed for property tours, asset management meetings, and industry conferences. Preferred Qualifications 1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking. Strong interest in healthcare real estate and institutional-level real estate investing. Prior healthcare real estate experience not required. Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials. Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise required. General understanding of real estate finance, valuation, and basic accounting concepts. Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities. Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment. Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Lincoln Property Company (“Lincoln”) is seeking a highly motivated and entrepreneurial Analyst / Associate to join its Corporate Advisory & Solutions (CAS) group, supporting the firm's growing healthcare real estate investment platform in partnership with a large programmatic capital partner. The platform is focused on acquiring, operating, and developing medical office buildings and related outpatient healthcare assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years. Primary Responsibilities Acquisitions & Investments Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations. Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda. Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment. Conduct macro and micro-level market research to support underwriting assumptions and investment theses. Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations. Populate, maintain, and enhance the acquisition pipeline and related tracking systems. Travel as needed for property and market tours, and industry conferences. Asset Management Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses. Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models. Support leasing and marketing activities by analyzing market comps, tenant credit, lease economics, and NER calculations; prepare and maintain lease abstracts and reporting tools (e.g., Prophia, VTS). Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes. Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting. Travel as needed for property tours, asset management meetings, and industry conferences. Preferred Qualifications 1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking. Strong interest in healthcare real estate and institutional-level real estate investing. Prior healthcare real estate experience not required. Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials. Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise required. General understanding of real estate finance, valuation, and basic accounting concepts. Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities. Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment. Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Job Description 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! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). *This position offers a flexible work environment and is available for an immediate start. Essential Accountabilities Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff, and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Introduction to training and mentoring across teams on areas of expertise including analysis underwriting and general CRE knowledge Perform other reasonable tasks/projects as assigned within the department. QUALIFICATIONS: Education Bachelor's Degree, preferably in the finance, real estate, or accounting. Work Experience 2-5 years of experience in finance or accounting, finance asset management, or commercial lending Demonstrated Technical Competencies: Proficient in Microsoft Outlook, Excel, Word with strong technical skills to support daily operations and reporting needs. Knowledge of commercial real estate finance and commercial loan terminology Demonstrated Professional Competencies: Demonstrated expertise in financial modeling and analytical skills Exceptional written and verbal communication skills, with the ability to convey complex information clearly and professionally. Committed to delivering outstanding customer service and fostering positive relationships with both internal stakeholders and external clients. Highly organized and adept at managing multiple priorities in a fast-paced environment while consistently meeting deadlines. Proven ability to work independently with minimal supervision, as well as collaboratively in a team-oriented setting. Strong attention to detail and a commitment to producing accurate, high-quality work. Resourceful and proactive in identifying and resolving challenges appropriate to the role's scope and impact. Trusted to handle sensitive and confidential information with the utmost discretion and integrity. 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! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Loan Portfolio Analyst II position is $70,000.00 to $90,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite

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! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). *This position offers a flexible work environment and is available for an immediate start. Essential Accountabilities Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff, and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Introduction to training and mentoring across teams on areas of expertise including analysis underwriting and general CRE knowledge Perform other reasonable tasks/projects as assigned within the department. QUALIFICATIONS: Education Bachelor's Degree, preferably in the finance, real estate, or accounting. Work Experience 2-5 years of experience in finance or accounting, finance asset management, or commercial lending Demonstrated Technical Competencies: Proficient in Microsoft Outlook, Excel, Word with strong technical skills to support daily operations and reporting needs. Knowledge of commercial real estate finance and commercial loan terminology Demonstrated Professional Competencies: Demonstrated expertise in financial modeling and analytical skills Exceptional written and verbal communication skills, with the ability to convey complex information clearly and professionally. Committed to delivering outstanding customer service and fostering positive relationships with both internal stakeholders and external clients. Highly organized and adept at managing multiple priorities in a fast-paced environment while consistently meeting deadlines. Proven ability to work independently with minimal supervision, as well as collaboratively in a team-oriented setting. Strong attention to detail and a commitment to producing accurate, high-quality work. Resourceful and proactive in identifying and resolving challenges appropriate to the role's scope and impact. Trusted to handle sensitive and confidential information with the utmost discretion and integrity. 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! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Loan Portfolio Analyst II position is $70,000.00 to $90,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite

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! Northmarq is seeking an experienced Loan Portfolio Analyst II to join our Servicing team in our Bloomington office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). * This position offers a flexible work environment and is available for an immediate start. Essential Accountabilities * Plan and schedule own workload to efficiently meet benchmarks within the department. * Provide premier customer service to lenders, borrowers, other servicing staff, and regional offices. * Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. * Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders and other investors. * Follow up with borrowers and management companies regarding variances and general income and expense questions. * Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. * Monitor maturing loans and provide the required notices to borrowers. * Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. * Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. * Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. * Calculate and coordinate loan payoff requests, including yield maintenance calculations. * Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. * Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. * Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. * Introduction to training and mentoring across teams on areas of expertise including analysis underwriting and general CRE knowledge * Perform other reasonable tasks/projects as assigned within the department. QUALIFICATIONS: Education * Bachelor's Degree, preferably in the finance, real estate, or accounting. Work Experience * 2-5 years of experience in finance or accounting, finance asset management, or commercial lending Demonstrated Technical Competencies: * Proficient in Microsoft Outlook, Excel, Word with strong technical skills to support daily operations and reporting needs. * Knowledge of commercial real estate finance and commercial loan terminology Demonstrated Professional Competencies: * Demonstrated expertise in financial modeling and analytical skills * Exceptional written and verbal communication skills, with the ability to convey complex information clearly and professionally. * Committed to delivering outstanding customer service and fostering positive relationships with both internal stakeholders and external clients. * Highly organized and adept at managing multiple priorities in a fast-paced environment while consistently meeting deadlines. * Proven ability to work independently with minimal supervision, as well as collaboratively in a team-oriented setting. * Strong attention to detail and a commitment to producing accurate, high-quality work. * Resourceful and proactive in identifying and resolving challenges appropriate to the role's scope and impact. * Trusted to handle sensitive and confidential information with the utmost discretion and integrity. 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! Minnesota Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Loan Portfolio Analyst II position is $70,000.00 to $90,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite

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! Northmarq is seeking an experienced Loan Portfolio Analyst II to join our Servicing team in our Bloomington office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). *This position offers a flexible work environment and is available for an immediate start. Essential Accountabilities Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff, and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Introduction to training and mentoring across teams on areas of expertise including analysis underwriting and general CRE knowledge Perform other reasonable tasks/projects as assigned within the department. QUALIFICATIONS: Education Bachelor's Degree, preferably in the finance, real estate, or accounting. Work Experience 2-5 years of experience in finance or accounting, finance asset management, or commercial lending Demonstrated Technical Competencies: Proficient in Microsoft Outlook, Excel, Word with strong technical skills to support daily operations and reporting needs. Knowledge of commercial real estate finance and commercial loan terminology Demonstrated Professional Competencies: Demonstrated expertise in financial modeling and analytical skills Exceptional written and verbal communication skills, with the ability to convey complex information clearly and professionally. Committed to delivering outstanding customer service and fostering positive relationships with both internal stakeholders and external clients. Highly organized and adept at managing multiple priorities in a fast-paced environment while consistently meeting deadlines. Proven ability to work independently with minimal supervision, as well as collaboratively in a team-oriented setting. Strong attention to detail and a commitment to producing accurate, high-quality work. Resourceful and proactive in identifying and resolving challenges appropriate to the role's scope and impact. Trusted to handle sensitive and confidential information with the utmost discretion and integrity. 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! Minnesota Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Loan Portfolio Analyst II position is $70,000.00 to $90,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite

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! Northmarq is seeking an experienced Investment Analyst II to support the Production Debt + Equity team in our Phoenix office. The individual will join an active and top-performing Production Originations team while providing support to the office through financial analysis and underwriting, loan request/investment report packaging, due diligence, closing, servicing, and various support functions. * This position is an in-office position with a near-term start date required. Position Responsibilities: * 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. What We're Looking For: * 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

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! Northmarq is seeking an experienced Investment Analyst II to support the Production Debt + Equity team in our Phoenix office. The individual will join an active and top-performing Production Originations team while providing support to the office through financial analysis and underwriting, loan request/investment report packaging, due diligence, closing, servicing, and various support functions. *This position is an in-office position with a near-term start date required. Position Responsibilities: 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. What We're Looking For: 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

Job Description 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! Northmarq is seeking an experienced Investment Analyst II to support the Production Debt + Equity team in our Phoenix office. The individual will join an active and top-performing Production Originations team while providing support to the office through financial analysis and underwriting, loan request/investment report packaging, due diligence, closing, servicing, and various support functions. *This position is an in-office position with a near-term start date required. Position Responsibilities: 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. What We're Looking For: 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

An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services. Internship Dates: May 27th - July 31st, 2026 Responsibilities Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries. Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request. Participates in loan committee meetings to gain insight on the loan approval process. Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package. Observes how new business is generated through referrals, prospecting, and networking. Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials. Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients. Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills. When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker. Qualifications Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered. Should be in good standing at the college or university. Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future. Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems. Excellent verbal, written and interpersonal communication skills. Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

Full-time Description The Investment Management team is seeking a dynamic Senior Analyst or Associate in Investor Relations to strengthen our investor communication and fundraising efforts. The successful candidate will be responsible for accurate and timely reporting to investors and joint venture partners, leveraging a deep understanding of fund and real estate investment activities to deliver exceptional service. Success in this role requires strong attention to detail time management, and analytical skills. Key Responsibilities: Investor Reporting: Lead preparation and delivery of quarterly, annual, and ad-hoc investor reports, ensuring accuracy, timeliness, and consistency across all materials. Clearly communicate investment activity, portfolio performance, market trends, and the firm's outlook. Coordinate closely with Accounting, Portfolio Analytics, Legal, Tax, and Asset Management teams to compile and verify data. Maintain reporting calendars, track deliverables, and proactively manage deadlines to meet all investor and partner expectations. Support report distribution and document posting through the investor portal, including financial statements and tax forms. Review all data and narrative content with exceptional attention to detail, ensuring clarity, accuracy, and alignment with firm standards. Investor Portal & Records: Maintain complete and current investor records, including capital activity, ownership data, and contact information, within the firm's investor portal and interna registries. Coordinate investor transfers and ownership changes, ensuring proper documentation. Fundraising & Due Diligence Support: Support fundraising activities by keeping due diligence materials and data rooms current, completing investor questionnaires, and preparing presentations and performance summaries. Collaborate with internal teams to ensure all materials are accurate, consistent, and compliant. Requirements Honesty, integrity, and a strong work ethic Exceptional organizational, planning, and multitasking abilities Excellent written and verbal communication skills Advanced proficiency in Microsoft Word, PowerPoint, and Excel (including understanding of financial modeling) Qualifications: Bachelor's degree required (finance, accounting, business preferred) 2+ years of experience in a client-facing or analytical role Background in finance, accounting, or real estate is strongly preferred Demonstrated accountability for quality and accuracy in prior roles WHY WOLFF? Competitive compensation + performance bonuses Medical, dental, vision, and 401(k) match PTO plus volunteer time People-first culture built on innovation, stewardship, execution, and continuous learning COMPANY OVERVIEW The Wolff Company is a real estate investment firm that is focused on the multifamily and senior living sectors throughout the United States. The firm has over $3.5 billion in assets under management across five active funds, numerous joint ventures, and legacy partnerships. Wolff's investor base includes institutions, family offices, public and private pension plans, and high-net-worth individuals. Wolff's investment activity primarily occurs through two closed-end fund series-Wolff Real Estate Partners and Wolff Credit Partners.

Global Investment Banking Summer Associate - Houston What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Associate Program Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. Our Houston office recruits for the Energy industry group. Similar to full-time GIB Associates, Summer Associates will spend their time: Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB Developing and preserving complex financial models Contributing to the delivery of client meetings and presentations Conducting research to analyze market trends Researching and analyzing future opportunities What do you need to succeed? In selecting Summer Associates, we look for the following: Students in their penultimate year of study at an accredited 2-year MBA program 2+ years' work post-undergraduate work experience Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Associate or Vice President) An opportunity to network and discuss career opportunities through a number of social events Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-08-25 Application Deadline: 2026-01-01 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Requirements Key Skills and Abilities Needed to Succeed in This Role: Currently pursuing a Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field. Strong academic performance with a focus on subjects like financial analysis, real estate investment, or business strategy. Proficiency in Microsoft Excel (financial modeling, data analysis) and PowerPoint (presentation creation). A genuine interest in real estate investment and development, with a passion for learning about the industry. Ability to work independently and take initiative in a fast-paced, dynamic environment. Opportunities at Kairoi are Equally Seized Kairoi is an equal opportunity employer, and we strongly encourage applications from everyone regardless of race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status. We provide an accessible candidate experience, but please let us know if you need any additional accommodations or adjustments throughout the interview process. Please note that employment with Kairoi is contingent upon successful completion of a background check and drug screening, as well as your possession of a valid driver's license with no major infractions in the last 12 months. The multifamily industry is ever-changing and there could be other duties required as needed and assigned. Salary Description $18-$21/Hour