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Real Estate Agent jobs at Monticello Associates - 43 jobs

  • GBM - Private, Real Estate Financing Group - Originations, Associate, New York

    Goldman Sachs 4.8company rating

    New York, NY jobs

    GBM Private, Real Estate Financing Group - Originations, Associate, New York The Real Estate Financing Group (REFG) within Capital Solutions Group is a leader in commercial real estate lending and was the top-ranked contributor to U.S. standalone CMBS securitizations for 2017-2024. REFG's Originations team is responsible for the sourcing, underwriting, and execution of securitized and balance sheet lending on commercial real estate assets and is looking for an experienced senior Associate to join the team. Responsibilities Underwrite commercial real estate mortgage loans across all property types (e.g., industrial, multifamily, office, retail, hospitality, data centers, and specialty) for both the CMBS business and the bank's own balance sheet Perform in-depth property, market, sector, and borrower due diligence and research Model cash flows and conduct valuation analyses on commercial real estate assets across property types and geographies Contribute to all aspects of loan origination, from initial underwriting to loan closing to deal distribution Prepare materials and memos for client discussions, deal evaluation, internal committees, and deal distribution Coordinate with REFG's Credit, Capital Markets, and Securitization teams as well as external parties such as due diligence providers, consultants, and legal counsel throughout the loan execution process Qualifications Bachelor's degree and 4-5 years of work experience, ideally in underwriting and closing CMBS and / or CRE balance sheet loans Track record of academic achievement Strong modeling and analytical skills; experience with Argus is not required Strong interpersonal and communication skills and ability to collaborate effectively with both internal and external audiences Ability to work in a fast-paced, dynamic environment and manage multiple transactions under deadlines Strong work ethic, attention to detail, and commitment to results Genuine interest in real estate origination Salary Range The expected base salary for this New York, New York, United States-based position is $150000-$225000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
    $150k-225k yearly Auto-Apply 60d+ ago
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  • GBM - Private, Real Estate Financing Group - Originations, Associate, New York

    Goldman Sachs 4.8company rating

    New York jobs

    GBM Private, Real Estate Financing Group - Originations, Associate, New York The Real Estate Financing Group (REFG) within Capital Solutions Group is a leader in commercial real estate lending and was the top-ranked contributor to U.S. standalone CMBS securitizations for 2017-2024. REFG's Originations team is responsible for the sourcing, underwriting, and execution of securitized and balance sheet lending on commercial real estate assets and is looking for an experienced senior Associate to join the team. Responsibilities Underwrite commercial real estate mortgage loans across all property types (e.g., industrial, multifamily, office, retail, hospitality, data centers, and specialty) for both the CMBS business and the bank's own balance sheet Perform in-depth property, market, sector, and borrower due diligence and research Model cash flows and conduct valuation analyses on commercial real estate assets across property types and geographies Contribute to all aspects of loan origination, from initial underwriting to loan closing to deal distribution Prepare materials and memos for client discussions, deal evaluation, internal committees, and deal distribution Coordinate with REFG's Credit, Capital Markets, and Securitization teams as well as external parties such as due diligence providers, consultants, and legal counsel throughout the loan execution process Qualifications Bachelor's degree and 4-5 years of work experience, ideally in underwriting and closing CMBS and / or CRE balance sheet loans Track record of academic achievement Strong modeling and analytical skills; experience with Argus is not required Strong interpersonal and communication skills and ability to collaborate effectively with both internal and external audiences Ability to work in a fast-paced, dynamic environment and manage multiple transactions under deadlines Strong work ethic, attention to detail, and commitment to results Genuine interest in real estate origination Salary Range The expected base salary for this New York, New York, United States-based position is $150000-$225000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
    $150k-225k yearly Auto-Apply 60d ago
  • Real Estate & Construction Advisory Senior Associate (Forensics)

    Grant Thornton 4.6company rating

    New York, NY jobs

    As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all phases of project and engagement management across a wide variety of industries, with a focus on real estate and construction. The work you will be doing revolves around large and complex construction projects in the data center, energy, infrastructure, commercial real estate, and hospitality sectors, among others. You will plan, direct, and complete projects related to process improvements, vendor audits, risk and control assessments, investigations, litigation support, and project monitoring initiatives within the Forensics Advisory Services Practice - all with the resources, environment, and support to help you excel. From day one, you'll be empowered by the greater Risk team to help clients make the moves that will help them achieve their vision and help you achieve more, confidently. Your day-to-day may include: + Reviewing construction contracts, financial statements, job cost reports, internal policies, and process maps to identify cost savings, process inefficiencies, and strategic initiatives + Performing complex financial analysis to identify trends, patterns, and anomalies across multiple sources of data and supporting documentation + Analyzing compliance with various labor requirements, including those required on prevailing wage jobs that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud, waste, and abuse, including allegations of bribery, collusion, conflicts of interest, organized crime, and other scenarios posing legal or regulatory exposure to our clients + Conducting targeted research on regulatory requirements including, but not limited to, IRS authoritative guidance, accounting standards codification, and AICPA practice aids to support defensible conclusions on complex engagement needs + Communicate findings clearly and concisely to a variety of internal and external stakeholders + Coordinate with multiple stakeholders and third parties to understand the construction project control environment and propose recommended controls to address identified gaps + Run client engagements from start to finish, including planning, organizing, conducting, directing, and completing projects and services while managing projects to budget + Maintaining active communication with clients to manage expectations, ensure satisfaction, and become a trusted business partner + Working closely with engagement teams and managing and conducting forensic accounting procedures on multiple engagements concurrently + Collaborating across Grant Thornton service lines and with international colleagues to integrate diverse expertise and deliver comprehensive, high-impact client solutions + Managing, developing, training, and mentoring staff on projects and assessing performance for engagement and year-end reviews + Attend professional development, networking events, and training seminars regularly + Adhere to the highest degree of professional standards and strict client confidentiality + Other job duties as assigned You have the following technical skills and qualifications: + Bachelor's degree in Accounting, Finance, Information Technology, MIS, or related field required + Minimum 2 years of related work experience in a similar consulting practice or function servicing real estate and/or construction clients at a national level required + CPA, CFE, CMA, CFA, CCA, CIA, PMP, PMBOK or other industry related certifications preferred + Preferred experience in management consulting, internal audit, regulatory compliance, and/or forensic engagements + Proven capabilities in performing advisory services in the real estate and/or construction industries + Strong computer skills, including proficiency in Microsoft Office Suite with a focus on robust excel capabilities + Knowledge of various federal and state construction labor regulations and requirements, including the Federal Davis-Bacon Act + Excellent analytical, research, and organizational skills with strong attention to detail + Ability to work on multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment + Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships + Ability to work additional hours as needed and travel to various client sites, both domestic and international + Can travel as needed. Expected travel is 10% - 25% *Candidates may be asked to complete a skills assessment as part of the recruiting process. The base salary range for this position in New York, NY only is between $95,040 and $142,560. The base salary range for this position in San Francisco, CA only is between $101,200 and $151,800. The base salary range for this position in Chicago, IL only is between $88,000 and $132,000. #LI-CL2 About Us At Grant Thornton, we believe in making business more personal and building trust into every result - for our clients and you. Here, we go beyond your expectations of a career in professional services by offering a career path with more: more opportunity, more flexibility, and more support. It's what makes us different, and we think being different makes us better. In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational, multidisciplinary platform with Grant Thornton Ireland. The platform offers a premier Trans-Atlantic advisory and tax practice, as well as independent American and Irish audit practices. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture. Grant Thornton is part of the Grant Thornton International Limited network, which provides access to its member firms in more than 150 global markets. About the Team The team you're about to join is ready to help you thrive. Here's how: - Whether it's your work location, weekly schedule or unlimited flex time off, we empower you with the options to work in the way that best serves your clients and your life. - Here, you are supported to prioritize your overall well-being through work-life integration options that work best for you and those in your household. - We understand that your needs, responsibilities and experiences are different - and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. - When it comes to inclusion, we are committed to doing more than checking boxes. Explore all the ways we're taking action for diversity, equity & inclusion at Grant Thornton (************************************************************** . Here's what you can expect next: If you apply and are selected to interview, a Grant Thornton team member will reach out to you to schedule a time to connect. We encourage you to also check out other roles that may be a good fit for you or get to know us a little bit better at Grant Thornton careers (************************************** . Benefits: We understand that your needs, responsibilities and experiences are different, and we think that's a good thing. That's why we support you with personalized and comprehensive benefits that recognize and empower all the identities, roles and aspirations that make you, well, you. For an overview of our benefit offerings, please visit: ********************************************************** + Benefits for internship positions: Grant Thornton interns are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Interns also receive a minimum of 72 hours of paid sick leave and are paid for firm holidays that fall within their internship period. + Benefits for seasonal employee positions: Grant Thornton seasonal employees are eligible to participate in the firm's medical, dental and vision insurance programs and the firm's employee assistance program. Seasonal employees may also be eligible to participate in the firm's 401(k) savings plan and employee retirement plan in accordance with applicable plan terms and eligibility requirements. Seasonal employees receive a minimum of 72 hours of paid sick leave. Grant Thornton employees may be eligible for a discretionary, annual bonus based on individual and firm performance, subject to the terms, conditions and eligibility criteria of the applicable bonus plan or program. Interns and seasonal employees are not eligible for bonus compensation. Additional Details: It is the policy of Grant Thornton to promote equal employment opportunities. All personnel decisions (including, but not limited to, recruiting, hiring, training, working conditions, promotion, transfer, compensation, benefits, evaluations, and termination) are made without regard to race, color, religion, national origin, sex, age, marital or civil union status, pregnancy or pregnancy-related condition, sexual orientation, gender identity or expression, citizenship status, veteran status, disability, handicap, genetic predisposition or any other characteristic protected by applicable federal, state, or local law. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of Grant Thornton LLP to provide reasonable accommodation when requested by a qualified applicant or employee with a disability, unless such accommodation would cause an undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment, including the application process. To make an accommodation request, please contact **************** For Los Angeles Applicants only: We will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For Massachusetts Applicants only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Grant Thornton does not require or administer lie detector tests as a condition of employment or continued employment.
    $101.2k-151.8k yearly 60d+ ago
  • Real Estate & Construction Advisory Senior Associate (Forensics)

    Grant Thornton 4.6company rating

    New York, NY jobs

    As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all phases of project and engagement management across a wide variety of industries, with a focus on real estate and construction. The work you will be doing revolves around large and complex construction projects in the data center, energy, infrastructure, commercial real estate, and hospitality sectors, among others. You will plan, direct, and complete projects related to process improvements, vendor audits, risk and control assessments, investigations, litigation support, and project monitoring initiatives within the Forensics Advisory Services Practice - all with the resources, environment, and support to help you excel. From day one, you'll be empowered by the greater Risk team to help clients make the moves that will help them achieve their vision and help you achieve more, confidently. Your day-to-day may include: Reviewing construction contracts, financial statements, job cost reports, internal policies, and process maps to identify cost savings, process inefficiencies, and strategic initiatives Performing complex financial analysis to identify trends, patterns, and anomalies across multiple sources of data and supporting documentation Analyzing compliance with various labor requirements, including those required on prevailing wage jobs that are reliant on federal funding and/or pertinent to tax credit incentives Assisting in matters involving fraud, waste, and abuse, including allegations of bribery, collusion, conflicts of interest, organized crime, and other scenarios posing legal or regulatory exposure to our clients Conducting targeted research on regulatory requirements including, but not limited to, IRS authoritative guidance, accounting standards codification, and AICPA practice aids to support defensible conclusions on complex engagement needs Communicate findings clearly and concisely to a variety of internal and external stakeholders Coordinate with multiple stakeholders and third parties to understand the construction project control environment and propose recommended controls to address identified gaps Run client engagements from start to finish, including planning, organizing, conducting, directing, and completing projects and services while managing projects to budget Maintaining active communication with clients to manage expectations, ensure satisfaction, and become a trusted business partner Working closely with engagement teams and managing and conducting forensic accounting procedures on multiple engagements concurrently Collaborating across Grant Thornton service lines and with international colleagues to integrate diverse expertise and deliver comprehensive, high-impact client solutions Managing, developing, training, and mentoring staff on projects and assessing performance for engagement and year-end reviews Attend professional development, networking events, and training seminars regularly Adhere to the highest degree of professional standards and strict client confidentiality Other job duties as assigned You have the following technical skills and qualifications: Bachelor's degree in Accounting, Finance, Information Technology, MIS, or related field required Minimum 2 years of related work experience in a similar consulting practice or function servicing real estate and/or construction clients at a national level required CPA, CFE, CMA, CFA, CCA, CIA, PMP, PMBOK or other industry related certifications preferred Preferred experience in management consulting, internal audit, regulatory compliance, and/or forensic engagements Proven capabilities in performing advisory services in the real estate and/or construction industries Strong computer skills, including proficiency in Microsoft Office Suite with a focus on robust excel capabilities Knowledge of various federal and state construction labor regulations and requirements, including the Federal Davis-Bacon Act Excellent analytical, research, and organizational skills with strong attention to detail Ability to work on multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Ability to work additional hours as needed and travel to various client sites, both domestic and international Can travel as needed. Expected travel is 10% - 25% *Candidates may be asked to complete a skills assessment as part of the recruiting process. The base salary range for this position in New York, NY only is between $95,040 and $142,560. The base salary range for this position in San Francisco, CA only is between $101,200 and $151,800. The base salary range for this position in Chicago, IL only is between $88,000 and $132,000. #LI-CL2
    $101.2k-151.8k yearly Auto-Apply 60d+ ago
  • Real Estate & Construction Advisory Senior Associate (Forensics)

    Grant Thornton 4.6company rating

    New York jobs

    As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all phases of project and engagement management across a wide variety of industries, with a focus on real estate and construction. The work you will be doing revolves around large and complex construction projects in the data center, energy, infrastructure, commercial real estate, and hospitality sectors, among others. You will plan, direct, and complete projects related to process improvements, vendor audits, risk and control assessments, investigations, litigation support, and project monitoring initiatives within the Forensics Advisory Services Practice - all with the resources, environment, and support to help you excel. From day one, you'll be empowered by the greater Risk team to help clients make the moves that will help them achieve their vision and help you achieve more, confidently. Your day-to-day may include: Reviewing construction contracts, financial statements, job cost reports, internal policies, and process maps to identify cost savings, process inefficiencies, and strategic initiatives Performing complex financial analysis to identify trends, patterns, and anomalies across multiple sources of data and supporting documentation Analyzing compliance with various labor requirements, including those required on prevailing wage jobs that are reliant on federal funding and/or pertinent to tax credit incentives Assisting in matters involving fraud, waste, and abuse, including allegations of bribery, collusion, conflicts of interest, organized crime, and other scenarios posing legal or regulatory exposure to our clients Conducting targeted research on regulatory requirements including, but not limited to, IRS authoritative guidance, accounting standards codification, and AICPA practice aids to support defensible conclusions on complex engagement needs Communicate findings clearly and concisely to a variety of internal and external stakeholders Coordinate with multiple stakeholders and third parties to understand the construction project control environment and propose recommended controls to address identified gaps Run client engagements from start to finish, including planning, organizing, conducting, directing, and completing projects and services while managing projects to budget Maintaining active communication with clients to manage expectations, ensure satisfaction, and become a trusted business partner Working closely with engagement teams and managing and conducting forensic accounting procedures on multiple engagements concurrently Collaborating across Grant Thornton service lines and with international colleagues to integrate diverse expertise and deliver comprehensive, high-impact client solutions Managing, developing, training, and mentoring staff on projects and assessing performance for engagement and year-end reviews Attend professional development, networking events, and training seminars regularly Adhere to the highest degree of professional standards and strict client confidentiality Other job duties as assigned You have the following technical skills and qualifications: Bachelor's degree in Accounting, Finance, Information Technology, MIS, or related field required Minimum 2 years of related work experience in a similar consulting practice or function servicing real estate and/or construction clients at a national level required CPA, CFE, CMA, CFA, CCA, CIA, PMP, PMBOK or other industry related certifications preferred Preferred experience in management consulting, internal audit, regulatory compliance, and/or forensic engagements Proven capabilities in performing advisory services in the real estate and/or construction industries Strong computer skills, including proficiency in Microsoft Office Suite with a focus on robust excel capabilities Knowledge of various federal and state construction labor regulations and requirements, including the Federal Davis-Bacon Act Excellent analytical, research, and organizational skills with strong attention to detail Ability to work on multiple engagements and competing priorities in a rapidly growing, fast-paced, interactive, results-based team environment Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships Ability to work additional hours as needed and travel to various client sites, both domestic and international Can travel as needed. Expected travel is 10% - 25% *Candidates may be asked to complete a skills assessment as part of the recruiting process. The base salary range for this position in New York, NY only is between $95,040 and $142,560. The base salary range for this position in San Francisco, CA only is between $101,200 and $151,800. The base salary range for this position in Chicago, IL only is between $88,000 and $132,000. #LI-CL2
    $101.2k-151.8k yearly Auto-Apply 60d+ ago
  • Asset Management - Real Estate Investment Accounting Controller Team - Associate

    Jpmorgan Chase 4.8company rating

    New York, NY jobs

    **J.P. Morgan Asset Management** is a leading global alternatives manager with a 40-year legacy of delivering innovative solutions across market cycles. Our specialized teams manage alternative investment strategies, supported by the extensive resources and governance of J.P. Morgan Asset Management. We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes. Our customized portfolios are tailored to meet individual client needs. **Job Summary:** Join our team as an Associate in the Investment Accounting Controller Team, where you'll support the financial reporting of one of the largest Commercial Real Estate portfolios. You'll collaborate with a team of seasoned professionals, overseeing various aspects of real estate financial analysis, accounting, structuring, and internal controls for properties within a designated geographic area. Additionally, you'll work closely with investment professionals on acquisitions, dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors. **Job Responsibilities:** + Cultivate and maintain strong relationships with REA investment team members, joint venture partners, and property managers. + Conduct financial due diligence for acquisitions, collaborating with various REA departments, third parties, sellers, JV partners, and legal counsel. + Reconcile and analyze differences between historical cost, tax and fair value accounting to provide insights into the financial performance and valuation of real estate assets. + Provide oversight and guidance on accounting treatment, offering periodic feedback on the quality and thoroughness of work products. + Review monthly operating results of investments for Fund consolidation and pricing, serving as an escalation point for reporting issues. + Analyze financial statements and performance metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments. + Engage with independent external auditors and tax practitioners. + Prepare and review materials valuable for business management, internal stakeholders, and investors. + Manage outsourced staff, ensuring adherence to responsibilities and deadlines. **Required qualifications, capabilities, and skills:** + CPA certification + 5+ years of real estate accounting experience, with a strong understanding of historical cost GAAP and FV (Fair Value) reporting standards. + Bachelor's degree in Accounting + Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements + Experience managing consultants and meeting time-sensitive deadlines JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** New York,NY $115,000.00 - $170,000.00 / year
    $115k-170k yearly 11d ago
  • Asset Management- Commercial Real Estate Debt Underwriter - Associate

    Jpmorgan Chase & Co 4.8company rating

    New York, NY jobs

    JobID: 210674598 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $142,500.00-$170,000.00 J.P. Morgan Asset Management - Real Estate Americas is one of the world's largest real estate investment advisors with over $70 billion of real estate assets under management in North America. Given its relationships, reputation, and size, JPMAM Real Estate Americas transacts in an average of $7 billion in combined acquisition and disposition activity annually. JPMAM Real Estate Americas is comprised of more than 250 real estate professionals organized within key functional areas. Job Summary As an Associate in the Real Estate Americas Debt Investment Team, you will play an integral role in identifying and underwriting prospective lending opportunities across various property types. You will formulate investment strategies and recommendations, review market research, prepare investment committee memos, and participate in investment committee presentations. You will also develop strong relationships with brokers, banks, borrowers, and industry peers. Job Responsibilities * Underwrite potential lending opportunities for various funds and investment vehicles * Analyze investments up and down the capital stack, across multiple product types and risk profiles from senior loans to mezzanine investments * Create detailed and complex financial underwriting models for the financing of real estate investments * Assist with modifications and loan restructurings on an as needed basis * Perform property and market research through conversations with brokers, sponsors, market participants, and REA regional teams to understand the key risks of each investment and vet underwriting assumptions. * Assist in execution of deals from underwriting through closing * Conduct site inspections * Participate in the preparation of internal memos, due diligence, site inspections, managing documentation and the investment closing process * Communicate investment recommendations with senior leaders and the investment committee * Collaborate with Asset Management, Valuations, Finance, and other internal stakeholders * Provide support for the continuous asset management of existing investments Required qualifications, capabilities and skills * A minimum of 5 years of real estate work experience. * Excellent financial modeling skills including high proficiency in Excel; Argus proficiency * Knowledge of fundamental real estate cash flow and valuation analysis for office, industrial, retail, and multifamily sectors * Experience with deal management, including risk identification and structuring to mitigate risk * Ability to multi-task and work effectively on multiple deals with several originators * Strong interpersonal skills to establish and manage relationships with borrowers, mortgage bankers, participating lenders, lawyers, and team members. * Excellent written and verbal communication skills * Highly organized with a keen attention to detail * Strong quantitative and analytical skills * Desire to take initiative and be a team player. Preferred qualifications, capabilities and skills * Previous experience in real estate, investment banking, private equity, credit, CMBS preferred * Prior responsibility for underwriting preferred.
    $142.5k-170k yearly Auto-Apply 60d+ ago
  • Asset Management - Real Estate Investment Accounting Controller Team - Associate

    Jpmorgan Chase & Co 4.8company rating

    New York, NY jobs

    JobID: 210697921 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $115,000.00-$170,000.00 J.P. Morgan Asset Management is a leading global alternatives manager with a 40-year legacy of delivering innovative solutions across market cycles. Our specialized teams manage alternative investment strategies, supported by the extensive resources and governance of J.P. Morgan Asset Management. We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes. Our customized portfolios are tailored to meet individual client needs. Job Summary: Join our team as an Associate in the Investment Accounting Controller Team, where you'll support the financial reporting of one of the largest Commercial Real Estate portfolios. You'll collaborate with a team of seasoned professionals, overseeing various aspects of real estate financial analysis, accounting, structuring, and internal controls for properties within a designated geographic area. Additionally, you'll work closely with investment professionals on acquisitions, dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors. Job Responsibilities: * Cultivate and maintain strong relationships with REA investment team members, joint venture partners, and property managers. * Conduct financial due diligence for acquisitions, collaborating with various REA departments, third parties, sellers, JV partners, and legal counsel. * Reconcile and analyze differences between historical cost, tax and fair value accounting to provide insights into the financial performance and valuation of real estate assets. * Provide oversight and guidance on accounting treatment, offering periodic feedback on the quality and thoroughness of work products. * Review monthly operating results of investments for Fund consolidation and pricing, serving as an escalation point for reporting issues. * Analyze financial statements and performance metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments. * Engage with independent external auditors and tax practitioners. * Prepare and review materials valuable for business management, internal stakeholders, and investors. * Manage outsourced staff, ensuring adherence to responsibilities and deadlines. Required qualifications, capabilities, and skills: * CPA certification * 5+ years of real estate accounting experience, with a strong understanding of historical cost GAAP and FV (Fair Value) reporting standards. * Bachelor's degree in Accounting * Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements * Experience managing consultants and meeting time-sensitive deadlines
    $115k-170k yearly Auto-Apply 13d ago
  • Associate Commercial Real Estate

    Standard Chartered 4.8company rating

    New York, NY jobs

    Apply now Work Type: Hybrid Working Employment Type: Permanent Job Description: Key Responsibilities Strategy * Support the business strategy for Commercial Real Estate Financing ('CREF') in the context of the overall Global Banking, clients, and Bank strategy. * Build trusted relationships with clients, colleagues and industry partners . Business * Perform financial and valuation analyses using various methodologies relevant for the CREF US * Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impact of different capital structures * Prepare presentation materials for use in client meetings, covering topics such as strategic alternatives, capital markets activity and general corporate finance * Maintain up to date knowledge on clients and targets * Involved in day to day project management, execution support and stakeholder management * Complete all required credit and regulatory examinations Processes * Ensure deals are properly screened and selected in line with the Bank's strategy and risk appetite * Provide input on portfolio risks through the portfolio reviews and escalate to senior management/ risk forums where required. People & Talent * Lead through example and build the appropriate culture and values. * Set appropriate tone and expectations from the team and work in collaboration with risk and control partners. Risk Management * Preparation of Business Credit Applications (BCAs) for credit approval process * Work with Portfolio Analytics & Monitoring ('PAM') and client management teams on the execution and review of new and existing loan transactions * Escalate risk issues to senior management in the business Governance * Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role. Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters. Key stakeholders * Clients of the Bank * Client Coverage. * Head of CREF US * Other CIB verticals e.g., Transaction Banking * Credit Risk * Internal Audit * Legal & Compliance * Human Resource Other Responsibilities * Embed Here for good and Group's brand and values in, USA CIB, Commercial Real Estate Financing ('CREF'). * Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures. * Multiple functions: responsibilities associated with the management of the CREF are all laid out in this document (as required). Skills and Experience * Manage Conduct * Risk Management and Internal Controls * Credit Risk * Client Experience * Business - Market Knowledge * Product line knowledge Qualifications * Education University graduate * Training Completed bank's mandatory and development training * Languages English About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term Expected annual base pay range for the role is 120,000 USD to 150,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations Visit our careers website ****************** What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $103k-138k yearly est. 10d ago
  • Asset Management - Real Estate Investment Accounting Controller Team - Associate

    Jpmorganchase 4.8company rating

    New York, NY jobs

    J.P. Morgan Asset Management is a leading global alternatives manager with a 40-year legacy of delivering innovative solutions across market cycles. Our specialized teams manage alternative investment strategies, supported by the extensive resources and governance of J.P. Morgan Asset Management. We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes. Our customized portfolios are tailored to meet individual client needs. Job Summary: Join our team as an Associate in the Investment Accounting Controller Team, where you'll support the financial reporting of one of the largest Commercial Real Estate portfolios. You'll collaborate with a team of seasoned professionals, overseeing various aspects of real estate financial analysis, accounting, structuring, and internal controls for properties within a designated geographic area. Additionally, you'll work closely with investment professionals on acquisitions, dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors. Job Responsibilities: Cultivate and maintain strong relationships with REA investment team members, joint venture partners, and property managers. Conduct financial due diligence for acquisitions, collaborating with various REA departments, third parties, sellers, JV partners, and legal counsel. Reconcile and analyze differences between historical cost, tax and fair value accounting to provide insights into the financial performance and valuation of real estate assets. Provide oversight and guidance on accounting treatment, offering periodic feedback on the quality and thoroughness of work products. Review monthly operating results of investments for Fund consolidation and pricing, serving as an escalation point for reporting issues. Analyze financial statements and performance metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments. Engage with independent external auditors and tax practitioners. Prepare and review materials valuable for business management, internal stakeholders, and investors. Manage outsourced staff, ensuring adherence to responsibilities and deadlines. Required qualifications, capabilities, and skills: CPA certification 5+ years of real estate accounting experience, with a strong understanding of historical cost GAAP and FV (Fair Value) reporting standards. Bachelor's degree in Accounting Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements Experience managing consultants and meeting time-sensitive deadlines
    $100k-129k yearly est. Auto-Apply 13d ago
  • Asset Management- Commercial Real Estate Debt Underwriter - Associate

    Jpmorganchase 4.8company rating

    New York, NY jobs

    J.P. Morgan Asset Management - Real Estate Americas is one of the world's largest real estate investment advisors with over $70 billion of real estate assets under management in North America. Given its relationships, reputation, and size, JPMAM Real Estate Americas transacts in an average of $7 billion in combined acquisition and disposition activity annually. JPMAM Real Estate Americas is comprised of more than 250 real estate professionals organized within key functional areas. Job Summary As an Associate in the Real Estate Americas Debt Investment Team, you will play an integral role in identifying and underwriting prospective lending opportunities across various property types. You will formulate investment strategies and recommendations, review market research, prepare investment committee memos, and participate in investment committee presentations. You will also develop strong relationships with brokers, banks, borrowers, and industry peers. Job Responsibilities Underwrite potential lending opportunities for various funds and investment vehicles Analyze investments up and down the capital stack, across multiple product types and risk profiles from senior loans to mezzanine investments Create detailed and complex financial underwriting models for the financing of real estate investments Assist with modifications and loan restructurings on an as needed basis Perform property and market research through conversations with brokers, sponsors, market participants, and REA regional teams to understand the key risks of each investment and vet underwriting assumptions. Assist in execution of deals from underwriting through closing Conduct site inspections Participate in the preparation of internal memos, due diligence, site inspections, managing documentation and the investment closing process Communicate investment recommendations with senior leaders and the investment committee Collaborate with Asset Management, Valuations, Finance, and other internal stakeholders Provide support for the continuous asset management of existing investments Required qualifications, capabilities and skills A minimum of 3 years of real estate work experience. Excellent financial modeling skills including high proficiency in Excel; Argus proficiency Knowledge of fundamental real estate cash flow and valuation analysis for office, industrial, retail, and multifamily sectors Experience with deal management, including risk identification and structuring to mitigate risk Ability to multi-task and work effectively on multiple deals with several originators Strong interpersonal skills to establish and manage relationships with borrowers, mortgage bankers, participating lenders, lawyers, and team members. Excellent written and verbal communication skills Highly organized with a keen attention to detail Strong quantitative and analytical skills Desire to take initiative and be a team player. Preferred qualifications, capabilities and skills Previous experience in real estate, investment banking, private equity, credit, CMBS preferred Prior responsibility for underwriting preferred.
    $100k-129k yearly est. Auto-Apply 60d+ ago
  • Global Real Estate - Finance and Program Management - Associate

    Jpmorganchase 4.8company rating

    New York jobs

    The Program Management Office (PMO) facilitates communication between the midtown Campus teams and manages the flow of information and reporting to Global Real Estate / CAO leadership as well as the Operating Committee and the Board. The team works in a fast-pace business environment, providing organizational, process management, and strategic thinking skills to the project. The position requires poise and organization but also an eye for digital design and marketing. As a Project and Program Management Associate for the JPMC midtown Manhattan campus, you will collaborate cross-functionally with Design, Construction, Innovation, Intelligent Building, Business Administration and other internal and external partners. Job responsibilities: Design regular marketing presentations and collateral for the midtown Manhattan campus Maintain an organized and robust catalogue of design images and files with the ongoing knowledge of where to find these files when needed Update and maintain websites and technology platforms related to the project (Pixieset, Vimeo, Venue) Report on and update key milestones for the project, and risks and issues as they arise throughout the execution of the program Provide support on cross-GRE and firm-wide initiatives Create and contribute to documentation of the project programs Provide ongoing and ad hoc executive level reporting updates Support development of project design, innovations, and construction through research, ad hoc analyses and presentations Partner on communications and engagement plan to drive employee engagement and awareness of the 270 Park project and the midtown real estate strategy Partner with project leads and stakeholders to develop and implement the communication plans and programs that support and reinforce the midtown location strategy and move coordination including calendars, schedules, presentations, executive messages, business updates. Organize team and large group meetings and events from conception to delivery working with the firm-wide groups Prepare timely agendas, concise and accurate meeting minutes, and help ensure accountability for follow ups across all constituents of the program through accurate reporting Required qualifications, capabilities, and skills: 3+ years of project management experience Excellent verbal and written communication skills Ability to design and produce clear, concise presentations Strong analytical and problem-solving skills; able to interpret complex business requirements Enthusiastic, high-energy, and skilled in project management and reporting High level of professionalism, self-motivation, and sense of urgency Efficient, proactive, and responsive team player Strong attention to detail and accuracy in tracking and reporting Proven ability to work in an entrepreneurial environment while managing daily demands Ability to establish and maintain strong client relationships Skilled at identifying and participating in projects to improve and close business/process gaps Preferred qualifications, capabilities, and skills: High proficiency in full MS Office suite of applications a must; familiarity with Adobe Creative suite a plus Interest in large scale Real Estate Design and Construction / architecture, Urban Planning. Experience preferred but not required
    $100k-128k yearly est. Auto-Apply 3d ago
  • Associate, North America Broker Performance

    Axis Capital Holdings Ltd. 4.0company rating

    New York, NY jobs

    This is your opportunity to join AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture. As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work. All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil union status, family or parental status, or any other characteristic protected by law. Accommodation is available upon request for candidates taking part in the selection process. Associate, North America Broker Performance Working closely with the North American Distribution leaders, along with the Head of Insights & Analytics for Global Distribution, the Associate - North America Broker Performance role will apply an analytical approach managing AXIS' suite of broker performance reports across our Commercial Broker partnerships and underwriting operations. The role will be focused on supporting internal consulting, delivering strategic insights and executing strategic initiatives as identified within the distribution team. The objective is to deliver deeper reporting insights and enhancements to strengthen broker engagement to drive profitable gross written premium growth. This role will support North American Distribution leaders in developing and managing improvements to broker engagement, providing valuable insights about retail and wholesale insurance brokers to strengthen AXIS Insurance's value proposition. Work Profile This position is intended for candidates located in the Chicago or the New York Metro Area and involves a hybrid work arrangement, with two days remote and three days in-office for in-person meetings with internal partners and clients. The role requires attendance in the office three days per week, except when traveling to sales, industry, or company events. Key responsibilities Enable Broker Engagement * Collaborate with the Data & Analytics and Operations teams in the development of reporting tools, dashboards and analyses to identify and develop business opportunities to support long-term profitable growth. * Support the creation and management of broker relationship maps, dashboards and KPIs to track performance. * Support North American Distribution leaders in the development of broker/market strategies to include analysis and strategy document preparation. * Support Business Opportunity Management and strategic initiatives with analyses, monitoring and reporting to develop and deliver details deal Pipeline reporting and forecasting * Support the development and preparation of high-quality monthly and ad-hoc broker reporting materials. Deliver Broker Insights * Support the strengthening of our business intelligence focused on key brokers and market developments. * Support the development of timely/useful information and insights on broker developments with focus on strategies, financial developments, and insurance implications to inform and support relationship management and business development activities. * Support development/maintenance of regular broker reporting, highlighting trends and market performance, technology trends and updates around the regulatory environment. Required Skills * 3-5 years of direct background in the commercial property & casualty insurance industry developing advance reporting capabilities in support of Underwriting and distribution * Working knowledge of Insurance financial statements, KPIs and analytical concepts. * Strong communication skills (oral/ written/ presenting) capable of developing relationships with business leaders. * Strong analytical capabilities combined with the ability to work with structured/unstructured data. * Advanced knowledge/capability with Microsoft Office Suite programs including PowerPoint, Microsoft Excel, and PowerBI. * Capable of producing high-quality deliverables with a focus on detail, accuracy, and completeness. For this position, we currently expect to offer a base salary in the range of $82-105K (IL/NY). The specific salary offer will be based on an assessment of a variety of factors including the experience of the successful candidate and their work location. In addition, all employees are eligible for competitive incentive targets, with awards based on overall corporate and individual performance. On top of this, we offer a comprehensive and competitive benefits package which includes medical plans for employees and their families, health and wellness programs, retirement plans, tuition reimbursement, paid vacation, and much more.
    $82k-105k yearly Auto-Apply 58d ago
  • Mesa West - Morgan Stanley, Real Estate Private Credit - Loan Originations, Associate

    Morgan Stanley 4.6company rating

    New York, NY jobs

    Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $1.7 trillion in assets under management or supervision as of December 31, 2024. Morgan Stanley Investment Management strives to provide strong long-term investment performance, outstanding service and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations and individuals worldwide. Mesa West Capital, a subsidiary of Morgan Stanley Investment Management, is a commercial real estate portfolio lender with over $8 billion in assets under management. Headquartered in Los Angeles with offices in New York, Chicago, Houston and San Francisco, Mesa West has been a leading provider of commercial real estate debt since its founding in 2004. Mesa West provides non-recourse first mortgage loans for core/core-plus, value-add, and transitional properties throughout the United States. Its lending portfolio includes all major property types with loan sizes ranging from $20 million to $400 million. Since inception, the firm has sourced and closed more than 450 transactions totaling over $28 billion. Mesa West manages institutional capital through a series of private equity funds (open-end, closed-end and separate account mandates). This is an opportunity to join a successful, market-leading platform, and participate in the further growth of the company. For more information please visit our website at ************************ This opportunity would be for a 2026 start. Job Description: The Associate candidate will be based in the New York office and work within the Originations group in a collaborative team environment to help review, underwrite and close commercial real estate loans. The candidate will have the opportunity to interact directly with all levels of senior management, including the investment committee, as well as direct client contact often not seen in other organizations. Primary Responsibilities: Source new financing opportunities and market the firm through active participation in the real estate community. Review and screen commercial real estate financing opportunities. Create detailed financial analyses of commercial real estate financing opportunities using Excel and Argus. Coordinate efforts leading to transaction closing. Review, approve and research property, financial, market and legal due diligence matters. Prepare internal investment memoranda. Participate in the ongoing asset management and servicing of all investments and act as resource for Asset Management and Servicing personnel post-closing. Qualifications Required: At least 2 to 5 years of experience in an analytic support role which could include real estate, finance, banking, equity, and corporate finance. Strong academic background and undergraduate degree in business, finance, economics, management or real estate. Real estate program or coursework a plus. Strong analytical and quantitative approach to business and problem solving. An understanding of financial modeling including discounted cash flows, IRR calculation and scenario analysis. Real estate underwriting and valuation experience a plus. Excellent Microsoft Excel skills with the ability to create models from scratch. Argus experience a plus. Experience with or understanding of basic capital markets principles including interest rate calculations and basic bond math. Strong written and verbal communication skills. The candidate must be able to articulate ideas and thoughts well both orally and in writing. Ability to work independently and in a team setting. Detail oriented, good organizational skills and the ability to effectively multi-task, undertaking a large number and variety of tasks while maintaining the highest work product standards. Strong work ethic. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $125,000 and $160,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $125k-160k yearly Auto-Apply 60d+ ago
  • Real Estate Lending Associate

    Capital Bank 4.5company rating

    Elmira, NY jobs

    Build your future with us. At the heart of our success is a team of passionate, skilled, and dedicated individuals. We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth. As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn't just something we do-it's who we are. It's our way of saying thank you to the people who make this region an incredible place to live, work, and grow. Interested in making a difference while building a rewarding career? We invite you to review the job description below and apply today. We look forward to learning more about you. Together, we build something amazing-and we support you with benefits such as: Profit Sharing/401K Plan Health, Dental & Vision Insurance Tuition Reimbursement Paid time off Employee Assistance Program …and more! Job Title : Real Estate Lending Associate Responsible for performing a variety of duties to support the loan servicing function in order to ensure the efficient and accurate servicing of mortgage loan accounts. Maintains all paper and electronic files by accurately processing all loan origination components and documentation; Disburses all online applications; Manages conditions and handles as appropriate. Process payments for application and appraisal fees. Prepare new loan documentation, including the Loan Estimate, received at origination to ensure accuracy and compliance; Identify origination errors for tracking; Distribute required disclosures to clients. Gathers, analyzes, and verifies all documentation required to properly support the loan request; Compares verifications against original loan application for consistency and contacts clients to obtain additional information as needed. Updates loan origination system as information is gathered and verified; prepares revised documentation as changes are made to the loan. Analyzes credit reports and income, calculates ratios, and verifies assets to determine continuation or declination of application. Addresses all inconsistencies with loan officer and client, if appropriate; Consults with proper sources to resolve questions. Tracks files for follow-up on commitment, deadlines, conditions to be cleared, etc. Develops and maintains relationships with appraisers and monitors turnaround time of appraisals; Orders appraisals; Reviews appraisals; Requests revisions as necessary and inputs into the loan origination system. Prepares a variety of letters and other correspondence; Distributes required disclosures to clients. Applies knowledge of portfolio and investor underwriting policies and procedures to ensure that consistent standards have been applied to all loans. Ensures that all regulations have been adhered to prior to and during the processing and closing process. Prepares appropriate documentation for investors and prepares rate sheets. Prepares mortgage commitment letters incorporating the terms and conditions as determined by the underwriter; Forwards appropriate documents to the settlement agent and follows-up to ensure deadlines are met on commitment expirations, rate locks, and closing dates. Reviews legal documents prior to closing as follows: Verifies that conditions to close have been met and confers with attorneys as necessary; Acts as intermediary for title problems, boundary line issues, or other legal issues that surface; Informs management of pending situations that may halt or stall closing. When the file is clear to close, prepares preliminary Closing Disclosures and distributes to client; Notifies attorney that the loan is clear to close; Schedules loan closings and gathers appropriate paperwork from settlement agent to prepare all closing documentation; Prepares all closing documents and reviews for accuracy; Orders title work to be done. Computes initial aggregate escrow. Process all closing documents received from settlement agent after closing; Disburse fees; Conduct a post-closing loan review; Prepares post-closing documentation as required for secondary market investors. Oversees the disbursements of loan proceeds; prepares loan data for accurate upload to the core. Requests appraisal inspections and title updates on construction loans; Receives invoices for work completed or materials purchased and issues checks or transfers mortgage funds for construction mortgages or home improvements for which funds are held in escrow; Prepares construction loan to go final. Assists in making decisions on problem contracts and with other personnel with problems that arise as warranted. Maintains activity logs and compiles information as directed to generate and prepare monthly reports; Provides monthly data to outside originators. Conforms to General Performance Expectations as identified for all employees Qualifications/Requirements Associates degree in business preferred, Specialized lending education and training preferred Minimum of 5 years experience in related position with a minimum of 2 years in Mortgage processing normally required; Lending experience preferred Proficient interpersonal skills in dealing with clients and all levels of management Demonstrated proficiency in Microsoft Word and Excel Salary Range $17 to $26.50 Hourly Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
    $17-26.5 hourly Auto-Apply 60d ago
  • Real Estate Bridge Lending Intern

    The Bancorp 4.3company rating

    New York, NY jobs

    The Bancorp's Real Estate Bridge Lending leverages our robust balance sheet and in-house resources to deliver customized, non-recourse commercial real estate bridge loans nationwide. Provide seamless service from origination to funding, supporting multifamily commercial real estate clients with certainty of execution and tailored financing solutions. The Bancorp's Internship program is designed to provide students with a meaningful and challenging hands-on learning experience as well as an inside look into a career in the financial services industry. Interns are immersed into our culture and will work on actual projects within their business line or control function that will expand their knowledge and complement their education with real-world job experience. The commercial real estate intern position will develop knowledge and understanding of all aspects of the lending process. The candidate will provide research, analysis and administrative support while also participating in the execution of daily operational tasks to learn and understand the workflow and processes of critical functions. Responsibilities Essential Functions Under guidance and direction of the team, contributes to the execution of department specific projects and initiatives through data collection, research, analysis, and administrative support. Builds and/or maintains Excel spreadsheets to perform analysis under different operating scenarios. Participates in day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors. Monitors current events related to real estate capital markets and commercial real estate nationwide. Successfully contributes to the achievement of assigned department objectives. Performs other duties as assigned. Qualifications Preferred Qualifications Strong analytical and problem-solving skills. Excellent verbal, written, and interpersonal communication skills with the ability to effectively and clearly communicate and present ideas to senior leadership. A team player, able to work effectively in a team fostered, multi-tasking environment. Proficient in Microsoft Office suite (Excel, Word, Outlook). Excellent organizational and time management skills. Outstanding ethics, integrity, and judgment. No travel required. Program Eligibility Eligible to work for any employer in the United States for the full duration of the internship. The Bancorp will not assist in applying for visas or altering the visa status of applications. Enrolled full-time in an undergraduate college degree program at the rising junior level, junior or senior level standing, enrolled in a master's program. Students must have a cumulative GPA of 3.0, this will be confirmed by the recruiter. Pursuing a bachelor's or master's degree directly related to the department for which the internship program is listed. Must be available for full-time internship. May not be related to any employee of The Bancorp. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Salary Range: $17.48 - $32.34 / Hourly This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-PJ1 #LI-Onsite
    $17.5-32.3 hourly Auto-Apply 12d ago
  • Real Estate Lending Associate

    Chemung Canal Trust com 3.5company rating

    Elmira, NY jobs

    Build your future with us. At the heart of our success is a team of passionate, skilled, and dedicated individuals. We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth. As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn't just something we do-it's who we are. It's our way of saying thank you to the people who make this region an incredible place to live, work, and grow. Interested in making a difference while building a rewarding career? We invite you to review the job description below and apply today. We look forward to learning more about you. Together, we build something amazing-and we support you with benefits such as: Profit Sharing/401K Plan Health, Dental & Vision Insurance Tuition Reimbursement Paid time off Employee Assistance Program …and more! Job Title : Real Estate Lending Associate Responsible for performing a variety of duties to support the loan servicing function in order to ensure the efficient and accurate servicing of mortgage loan accounts. Maintains all paper and electronic files by accurately processing all loan origination components and documentation; Disburses all online applications; Manages conditions and handles as appropriate. Process payments for application and appraisal fees. Prepare new loan documentation, including the Loan Estimate, received at origination to ensure accuracy and compliance; Identify origination errors for tracking; Distribute required disclosures to clients. Gathers, analyzes, and verifies all documentation required to properly support the loan request; Compares verifications against original loan application for consistency and contacts clients to obtain additional information as needed. Updates loan origination system as information is gathered and verified; prepares revised documentation as changes are made to the loan. Analyzes credit reports and income, calculates ratios, and verifies assets to determine continuation or declination of application. Addresses all inconsistencies with loan officer and client, if appropriate; Consults with proper sources to resolve questions. Tracks files for follow-up on commitment, deadlines, conditions to be cleared, etc. Develops and maintains relationships with appraisers and monitors turnaround time of appraisals; Orders appraisals; Reviews appraisals; Requests revisions as necessary and inputs into the loan origination system. Prepares a variety of letters and other correspondence; Distributes required disclosures to clients. Applies knowledge of portfolio and investor underwriting policies and procedures to ensure that consistent standards have been applied to all loans. Ensures that all regulations have been adhered to prior to and during the processing and closing process. Prepares appropriate documentation for investors and prepares rate sheets. Prepares mortgage commitment letters incorporating the terms and conditions as determined by the underwriter; Forwards appropriate documents to the settlement agent and follows-up to ensure deadlines are met on commitment expirations, rate locks, and closing dates. Reviews legal documents prior to closing as follows: Verifies that conditions to close have been met and confers with attorneys as necessary; Acts as intermediary for title problems, boundary line issues, or other legal issues that surface; Informs management of pending situations that may halt or stall closing. When the file is clear to close, prepares preliminary Closing Disclosures and distributes to client; Notifies attorney that the loan is clear to close; Schedules loan closings and gathers appropriate paperwork from settlement agent to prepare all closing documentation; Prepares all closing documents and reviews for accuracy; Orders title work to be done. Computes initial aggregate escrow. Process all closing documents received from settlement agent after closing; Disburse fees; Conduct a post-closing loan review; Prepares post-closing documentation as required for secondary market investors. Oversees the disbursements of loan proceeds; prepares loan data for accurate upload to the core. Requests appraisal inspections and title updates on construction loans; Receives invoices for work completed or materials purchased and issues checks or transfers mortgage funds for construction mortgages or home improvements for which funds are held in escrow; Prepares construction loan to go final. Assists in making decisions on problem contracts and with other personnel with problems that arise as warranted. Maintains activity logs and compiles information as directed to generate and prepare monthly reports; Provides monthly data to outside originators. Conforms to General Performance Expectations as identified for all employees Qualifications/Requirements Associates degree in business preferred, Specialized lending education and training preferred Minimum of 5 years experience in related position with a minimum of 2 years in Mortgage processing normally required; Lending experience preferred Proficient interpersonal skills in dealing with clients and all levels of management Demonstrated proficiency in Microsoft Word and Excel Salary Range $17 to $26.50 Hourly Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
    $17-26.5 hourly Auto-Apply 60d ago
  • Real Estate Lending Associate

    Chemung Canal Trust com 3.5company rating

    Elmira, NY jobs

    Build your future with us. At the heart of our success is a team of passionate, skilled, and dedicated individuals. We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth. As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn't just something we do-it's who we are. It's our way of saying thank you to the people who make this region an incredible place to live, work, and grow. Interested in making a difference while building a rewarding career? We invite you to review the job description below and apply today. We look forward to learning more about you. Together, we build something amazing-and we support you with benefits such as: Profit Sharing/401K Plan Health, Dental & Vision Insurance Tuition Reimbursement Paid time off Employee Assistance Program …and more! Job Title: Real Estate Lending Associate Responsible for performing a variety of duties to support the loan servicing function in order to ensure the efficient and accurate servicing of mortgage loan accounts. Maintains all paper and electronic files by accurately processing all loan origination components and documentation; Disburses all online applications; Manages conditions and handles as appropriate. Process payments for application and appraisal fees. Prepare new loan documentation, including the Loan Estimate, received at origination to ensure accuracy and compliance; Identify origination errors for tracking; Distribute required disclosures to clients. Gathers, analyzes, and verifies all documentation required to properly support the loan request; Compares verifications against original loan application for consistency and contacts clients to obtain additional information as needed. Updates loan origination system as information is gathered and verified; prepares revised documentation as changes are made to the loan. Analyzes credit reports and income, calculates ratios, and verifies assets to determine continuation or declination of application. Addresses all inconsistencies with loan officer and client, if appropriate; Consults with proper sources to resolve questions. Tracks files for follow-up on commitment, deadlines, conditions to be cleared, etc. Develops and maintains relationships with appraisers and monitors turnaround time of appraisals; Orders appraisals; Reviews appraisals; Requests revisions as necessary and inputs into the loan origination system. Prepares a variety of letters and other correspondence; Distributes required disclosures to clients. Applies knowledge of portfolio and investor underwriting policies and procedures to ensure that consistent standards have been applied to all loans. Ensures that all regulations have been adhered to prior to and during the processing and closing process. Prepares appropriate documentation for investors and prepares rate sheets. Prepares mortgage commitment letters incorporating the terms and conditions as determined by the underwriter; Forwards appropriate documents to the settlement agent and follows-up to ensure deadlines are met on commitment expirations, rate locks, and closing dates. Reviews legal documents prior to closing as follows: Verifies that conditions to close have been met and confers with attorneys as necessary; Acts as intermediary for title problems, boundary line issues, or other legal issues that surface; Informs management of pending situations that may halt or stall closing. When the file is clear to close, prepares preliminary Closing Disclosures and distributes to client; Notifies attorney that the loan is clear to close; Schedules loan closings and gathers appropriate paperwork from settlement agent to prepare all closing documentation; Prepares all closing documents and reviews for accuracy; Orders title work to be done. Computes initial aggregate escrow. Process all closing documents received from settlement agent after closing; Disburse fees; Conduct a post-closing loan review; Prepares post-closing documentation as required for secondary market investors. Oversees the disbursements of loan proceeds; prepares loan data for accurate upload to the core. Requests appraisal inspections and title updates on construction loans; Receives invoices for work completed or materials purchased and issues checks or transfers mortgage funds for construction mortgages or home improvements for which funds are held in escrow; Prepares construction loan to go final. Assists in making decisions on problem contracts and with other personnel with problems that arise as warranted. Maintains activity logs and compiles information as directed to generate and prepare monthly reports; Provides monthly data to outside originators. Conforms to General Performance Expectations as identified for all employees Qualifications/Requirements Associates degree in business preferred, Specialized lending education and training preferred Minimum of 5 years experience in related position with a minimum of 2 years in Mortgage processing normally required; Lending experience preferred Proficient interpersonal skills in dealing with clients and all levels of management Demonstrated proficiency in Microsoft Word and Excel Salary Range $17 to $26.50 Hourly Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
    $17-26.5 hourly Auto-Apply 59d ago
  • Global Real Estate - Finance and Program Management - Associate

    Jpmorgan Chase & Co 4.8company rating

    Day, NY jobs

    JobID: 210698431 JobSchedule: Full time JobShift: Base Pay/Salary: NY $61,750.00-$105,000.00 The Program Management Office (PMO) facilitates communication between the midtown Campus teams and manages the flow of information and reporting to Global Real Estate / CAO leadership as well as the Operating Committee and the Board. The team works in a fast-pace business environment, providing organizational, process management, and strategic thinking skills to the project. The position requires poise and organization but also an eye for digital design and marketing. As a Project and Program Management Associate for the JPMC midtown Manhattan campus, you will collaborate cross-functionally with Design, Construction, Innovation, Intelligent Building, Business Administration and other internal and external partners. Job responsibilities: * Design regular marketing presentations and collateral for the midtown Manhattan campus * Maintain an organized and robust catalogue of design images and files with the ongoing knowledge of where to find these files when needed * Update and maintain websites and technology platforms related to the project (Pixieset, Vimeo, Venue) * Report on and update key milestones for the project, and risks and issues as they arise throughout the execution of the program * Provide support on cross-GRE and firm-wide initiatives * Create and contribute to documentation of the project programs * Provide ongoing and ad hoc executive level reporting updates * Support development of project design, innovations, and construction through research, ad hoc analyses and presentations * Partner on communications and engagement plan to drive employee engagement and awareness of the 270 Park project and the midtown real estate strategy * Partner with project leads and stakeholders to develop and implement the communication plans and programs that support and reinforce the midtown location strategy and move coordination including calendars, schedules, presentations, executive messages, business updates. * Organize team and large group meetings and events from conception to delivery working with the firm-wide groups * Prepare timely agendas, concise and accurate meeting minutes, and help ensure accountability for follow ups across all constituents of the program through accurate reporting Required qualifications, capabilities, and skills: * 3+ years of project management experience * Excellent verbal and written communication skills * Ability to design and produce clear, concise presentations * Strong analytical and problem-solving skills; able to interpret complex business requirements * Enthusiastic, high-energy, and skilled in project management and reporting * High level of professionalism, self-motivation, and sense of urgency * Efficient, proactive, and responsive team player * Strong attention to detail and accuracy in tracking and reporting * Proven ability to work in an entrepreneurial environment while managing daily demands * Ability to establish and maintain strong client relationships * Skilled at identifying and participating in projects to improve and close business/process gaps Preferred qualifications, capabilities, and skills: * High proficiency in full MS Office suite of applications a must; familiarity with Adobe Creative suite a plus * Interest in large scale Real Estate Design and Construction / architecture, Urban Planning. Experience preferred but not required
    $61.8k-105k yearly Auto-Apply 3d ago
  • 2027 Summer Internship, Early Careers - CIB Commercial Real Estate

    Wells Fargo 4.6company rating

    New York, NY jobs

    **2027 Commercial Real Estate Summer Analyst Program** **Advance and Excel** Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, and equity and fixed income solutions - including sales, trading, and research capabilities - to corporate and institutional clients. **Commercial Real Estate (CRE)** Provides a fully integrated platform of banking, financing, and capital markets solutions to clients including financial sponsors, institutional investors, asset managers, regional developers, and public and private corporations. **Program Overview** The Commercial Real Estate Summer Analyst Program is a 10-week internship designed for undergraduates interested in a career in CRE. You will gain hands-on experience through direct collaboration with industry professionals and structured training. The program provides exposure to client strategy, risk management, underwriting, and market analysis, while also offering networking and executive engagement opportunities. **What to Expect** The program begins with structured training covering topics such as accounting, valuation, financial modelling, and credit analysis. Following training, you may: + Support valuation models for real estate properties and sectors + Assist with financial and credit analyses, presentations, and projects + Conduct property and industry research + Participate in due diligence and client meetings + Network with senior professionals across functions + Support client relationship development You will receive ongoing mentorship, coaching, and feedback throughout the program to support your development. **Is This Program Right for You?** We seek candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. **Required Qualifications** + 6+ months of work experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications** + Bachelor's degree with expected graduation between December 2027 - June 2028 + Knowledge and understanding of financial markets + Strong academic achievement + Strong analytical and communication skills + Proven ability to take on significant responsibility + Relevant internship experience + Ability to work effectively both independently and in teams + Proficiency in Microsoft Office (Excel, PowerPoint, Word) **Program Locations** Primary locations include New York, Charlotte, Chicago, Dallas **Pay Range** $48-53/hour across all locations. **Posting End Date:** 28 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-511357
    $35k-43k yearly est. 16d ago

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