CRE Financial Advisor for Real Estate Investors

Ascend Real Estate Advisors LLC is a niche real estate finance and commercial mortgage brokerage firm built around a simple but powerful belief: when our clients succeed, we succeed. We provide specialized financial advisory services to real estate investors and developers — helping them maximize portfolio values and returns in alignment with their specific investing strategies and objectives. We are not a generalist firm. We go deep, not wide, and we build relationships that last. Our Vision We are building a team of intrapreneurially minded advisors — professionals who think like owners, act with urgency, and form long-lasting relationships with their real estate investor clients. Our vision is a firm where mutual financial success is the standard: advisors who are invested in their clients’ outcomes, and clients who trust us as true partners in their financial journey. What We Do Our advisory practice is built around three core pillars that serve our real estate investor and developer clients: Capital Sourcing & Optimization — Identifying and structuring the right capital solutions to fund acquisitions, developments, and portfolio growth New Acquisition & Development Financial Modeling — Delivering rigorous financial analysis and pro forma modeling to support sound investment and development decisions Financial Portfolio Advisory — Providing ongoing, holistic advisory to help clients manage, optimize, and grow their real estate portfolios in line with their long-term goals If this vision resonates with you — and you have the expertise, drive, and relationship skills to bring it to life — we want to hear from you. About the Opportunity We are seeking an exceptional Real Estate Financial Advisor to serve as a key driver of client growth and deal execution. This is a high-impact, intrapreneurial role designed for a seasoned professional with a rare combination of corporate finance, commercial lending, and real estate investment expertise. You will work at the intersection of client advisory and deal execution — building your own book of business through proactive outreach and networking, while working alongside a talented team that includes Underwriting, Client Operations, and Client Advisory. The right candidate will be as comfortable analyzing a complex CRE deal structure as they are cultivating a new client relationship or contributing to a high-performing team environment. This role is built for someone who thrives on results — a self-starter who brings their A-game every day and wants to grow with a firm that rewards performance. What You'll Do Client Advisory & Business Development Build and grow your own book of business through proactive outbound efforts including cold outreach, networking, and relationship development with developers, builders, and investors, along with banks, credit unions, and other capital sources. Serve as a trusted financial advisor to clients navigating real estate investments, commercial lending, and development projects Structure and present financing solutions, investment strategies, and asset management recommendations tailored to each client's goals Represent the firm at industry events, conferences, and community engagements to expand market presence Deal Execution & Asset Management Oversee and contribute to the underwriting, analysis, and structuring of commercial real estate (CRE) loan requests, development projects, and mixed-use investments. Review and interpret financial models, pro formas, and investment summaries prepared by the Financial Analyst Monitor active client portfolios and real estate assets, ensuring performance aligns with investment objectives Conduct and guide due diligence processes, coordinating with lenders, developers, attorneys, CPAs, and other stakeholders Partner with a team that includes underwriting & analysis, project execution & client service, and business sourcing & lender relationships — contributing your expertise to keep deals moving and clients well-served Be a go-to resource and collaborative partner within the team, fostering a culture of accountability, high standards, and shared success Collaborate cross-functionally to ensure client deliverables are accurate, timely, and exceed expectations — owning your piece of every deal from start to close Technology & Innovation Champion the firm's evolving use of AI-powered tools to enhance deal analysis, client communication, reporting, and workflow efficiency Utilize Monday.com CRM to manage client pipelines, track deal progress, and coordinate team activities Leverage advanced understanding of Excel modeling for financial projections, loan structuring, and investment analysis Continuously identify and implement emerging technologies and lending platforms that give the firm and its clients a competitive edge Who You Are You are intrapreneurial enough to build a client base from scratch, analytical enough to review & stress-test a deal model, and relationship-driven enough to earn a client's trust for life. You thrive in a small, high-performing environment where your work has direct and visible impact. Intrapreneurial & self-motivated — you own your results and are energized by building something Analytically sharp — you can evaluate complex financial structures and communicate findings clearly Relationship-first — you understand that trust is the foundation of every great client and team dynamic Adaptable & forward-thinking — you embrace new tools, especially AI, as a competitive advantage A strong team player with sharp instincts — you make everyone around you better without needing a title to do it Qualifications Required Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a closely related field 5–7 years of professional experience spanning corporate finance, commercial lending, and real estate investment — ideally in a single role or across complementary positions Demonstrated track record in CRE lending, real estate development financing, or mixed- use investment advisory. Having your own direct investment experience in real estate is a plus. Strong understanding of financial modeling in Microsoft Excel Experience working directly with developers, builders, banks, or credit unions Proven ability to originate and develop client relationships through outbound business development Preferred Experience using or leading adoption of AI tools in a professional finance or real estate context Familiarity with Monday.com or comparable CRM platforms Comfortable working alongside and collaborating with a small, specialized team in a fast- paced environment Professional certifications such as CFA, CFP, CCIM, or equivalent are a strong plus Graduate degree (MBA, MS Finance, MS Real Estate) is a plus but not required All-in compensation package in excess of $150K, with base salary determined by experience Performance-based bonus tied to book-of-business growth and deal activity Generous paid time off (PTO) and paid holidays Opportunity to grow your book of business and compensation alongside the firm's success Why Our Firm? We are a small but growing firm with a big-deal mindset. You will not be a number here — you will be a cornerstone. Our team moves fast, thinks creatively, and holds ourselves to the highest standard of client service. We are actively investing in the tools and talent that will define the next generation of real estate finance advisory, and we want this person to help lead that charge. If you are looking for a place where your expertise is respected, your hustle is rewarded, and your results speak for themselves — this is the role for you. How to Apply Please submit your resume and a brief cover letter to View email address on click.appcast.io describing your experience across corporate finance, commercial lending, and real estate investment, and what draws you to this opportunity. We review applications on a rolling basis and will contact qualified candidates promptly to schedule an introductory conversation. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status. #J-18808-Ljbffr Medici Associates