Commercial Real Estate Financial Analyst

MONTICELLOAM, LLC and its affiliates (“Monticello”) is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. We are seeking motivated, collaborative professionals who bring creativity, compassion, and a strong work ethic to a dynamic team environment.

 

We are looking for a Commercial Real Estate Financial Analyst or Senior Analyst for our Richmond, VA office.

 

Key Responsibilities:

• Support underwriting of commercial real estate loans across several asset classes, with a primary focus on healthcare-related investments
• Prepare investment memoranda and presentation materials for internal and external investment committees as well as syndicate banking partners
• Assist in structuring transactions, including drafting term sheets and letters of intent
• Develop and maintain financial models to evaluate lending opportunities, including loan sizing, structuring, and return analysis (IRR, NPV, ROI, ROE)
• Perform KYC (Know Your Customer) and background checks on all transaction parties
• Conduct comprehensive due diligence, including review of appraisals, market studies, environmental reports, financial statements, and all other third-party reports
• Coordinate with clients, legal counsel, title companies, and all other stakeholders to collect documentation and facilitate loan closings
• Analyze historic financials, operating performance, and projections; conduct proforma and sensitivity analyses to assess risk and feasibility
• Analyze market trends and support broader investment strategy and reporting initiatives
• Contribute to process improvements, internal tools, and reporting capabilities
• Assist with marketing materials and investor communications, including private placement offerings
• Collaborate with asset management to support handoff of transactions from underwriting through post-closing responsibilities
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