Commercial Real Estate Financial Analyst

About the role

You will guide specific healthcare real estate transactions from initial engagement through closing and post-close oversight, taking ownership of the analysis that determines how capital proceeds and how risk is calibrated for healthcare portfolios. Success in this position depends on your ability to collaborate closely with banking syndicates and internal stakeholders to ensure alignment on strategy and execution. You will design intake procedures to ensure complete files and early alignment of all parties, a foundation that reduces friction during later stages of complex deals. This role operates at the intersection of healthcare real estate finance and structured credit, requiring a disciplined approach to evaluating loan sizing, capital structure, and risk-adjusted performance. You will translate complex data into clear, actionable narratives by preparing investment memoranda and presentation materials tailored for internal committees and external banking partners. Each transaction term must reflect a balance between investor return and borrower feasibility, which you will define through structured financial modeling and scenario analysis. The position demands meticulous oversight from due diligence through closing, ensuring that compliance, documentation, and performance assumptions hold true after transactions are executed.

Key facts

What you'll do

• Design intake procedures to ensure complete files and early alignment of all parties, reducing friction in subsequent stages.
• Prepare investment memoranda and presentation materials tailored for internal committees and external banking partners, translating complex data into clear narratives.
• Create term sheets and letters of intent, defining precise economic and legal parameters that balance investor return with borrower feasibility.
• Construct detailed financial models to evaluate loan sizing, capital structure, and risk-adjusted performance using metrics such as IRR, NPV, ROI, and ROE.
• Perform sensitivity testing to assess how changes in key variables affect transaction outcomes and support robust decision-making.
• Execute KYC and background checks on every party involved, ensuring compliance with regulatory and internal standards.
• Conduct extensive due diligence by reviewing appraisals, environmental assessments, market studies, and financial statements to identify strengths and red flags.
• Manage coordination with clients, legal counsel, and title companies to secure documentation and keep closings on schedule.
• Monitor transactions post-closing to verify that obligations are met and that initial assumptions remain valid over time.
• Study historical data and emerging market trends to refine investment strategy and support broader portfolio positioning.
• Provide insights that feed regular reporting and influence strategic decisions regarding healthcare real estate investments.
• Refine internal tools and reporting processes to improve handoffs and maintain consistency across transaction teams.
• Synthesize due diligence findings into concise memoranda that highlight critical risks and opportunities for stakeholders.
• Evaluate the feasibility of healthcare property investments by analyzing lease structures, tenant credit, and location dynamics.
• Contribute to the development of standardized frameworks that enhance efficiency and repeatability in transaction execution.

Requirements

The candidate brings a minimum of three years of experience in commercial real estate or asset-based lending, with a demonstrated ability to analyze complex investments. You must be comfortable analyzing healthcare investments and summarizing findings in concise memoranda that communicate risk and return clearly. Strong command of financial modeling is required, including proficiency in loan sizing, return calculations, and scenario analysis. Disciplined due diligence is non-negotiable, as you will execute KYC and background reviews as standard practice for every transaction. Transaction management skills are essential, and you must guide projects through legal, title, and client touchpoints to reach closing successfully. You must maintain strict attention to detail to ensure that financial models, term sheets, and presentation materials are accurate and internally consistent. The ability to work independently and as part of a cross-functional team is critical, given the role's integration with banking syndicates and internal stakeholders. You should be comfortable working within a structured compliance environment where verification and documentation are central to operational integrity.

Nice to have

Familiarity with appraisal, environmental review, and market analysis in commercial real estate is valuable for deeper due diligence and more accurate underwriting. Exposure to syndicate banking structures is a distinct advantage, as it provides insight into how capital is deployed and governed within consortiums. Understanding of healthcare-specific regulations and tenant dynamics can further strengthen your ability to assess risk and value in this specialized sector. Experience with data visualization and reporting tools can enhance the clarity of insights you deliver to decision-makers.