Real Estate Analyst

The Opportunity (This is a hybrid opportunity)

The Underwriting Analyst will support the Underwriting Group to assist in analyzing tax credit financed transactions, preparing investment packages, and assisting in the closing and delivery of approved investments into investor funds. A candidate with the desire to learn and grow will have the opportunity to advance within the team and company overall.

  • Support underwriters and execute investments including updating and maintaining the financial model.
  • Coordinate with internal and external professionals on project specific analysis and reviews, including, but not limited to real estate development and operating proformas, tax credit applications, financial statements, construction and environmental reports, market studies, and insurance reviews.
  • Interact with Acquisitions, Developer, Asset Management, Finance, Fund Management, and Investor Relations groups as needed to ensure timely, efficient, and thorough delivery of necessary materials in a timely manner.
  • Assist in all aspects of deal processing from LOI through underwriting and closing to delivery of the investment into the targeted investor fund.
  • Other duties as assigned.

What you will need to be successful 

  • Bachelor’s degree or equivalent
  • One to three years prior experience  in a similar position.
  • Strong working knowledge of Excel, Word, and other MS Office Suite programs.
  • Strong analytical skills, attention to detail and decision-making ability.
  • Strong working knowledge of financial modeling, cash flow analysis, and sensitivity analysis utilizing NPV and IRR preferred.
  • Experience in real estate private equity and/or LIHTC favored.
  • High social and emotional intelligence, desire and willingness to learn and teach.
  • High level of customer service skills.
  • Ability to prioritize in dynamic conditions, and meet challenging deadlines, multi-task.
  • Must have excellent organizational, verbal and written skills, and be able to work independently and collaboratively in a team environment.
  • Ability to convey complex information clearly and effectively in a variety of media, and project a positive, professional image both internally and with external business contacts.
  • Minimal travel required.
  • Bachelor’s degree or equivalent.
  • One to three years prior experience  in a similar position.



Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets. Our unique ownership structure allows us to put the client’s interests first and creates a marketplace that delivers a superior experience.

Berkadia complies with the law regarding reasonable accommodations for disabled applicants.  Applicants who require reasonable accommodations to participate in the interview process should contact to arrange for such accommodations.

Berkadia is an Equal Opportunity employer and complies with all applicable Federal, State and local laws concerning discrimination in employment.  No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law.

By applying to this job opportunity you are acknowledging Berkadia’s Application Policy and Berkadia’s Privacy Policy. Applicants have rights under Federal Employment Laws. Please click the following links for more information: EEOC, Employee Rights under the FMLA, EPPA.