Senior Analyst, Commercial Real Estate Investment Management

Senior Analyst, Commercial Real Estate Investment Management

We are looking to add a Senior Analyst to the Commercial Mortgage and Real Estate Investments team, which is part of an investment management platform with over $300 billion in assets under management. In this position, you will provide support as part of the Loan Production team in the annual origination of $2 billion of commercial mortgage investments. Additional responsibilities involve the ongoing management of the $18 billion commercial mortgage portfolio. The ideal candidate is looking to grow his/her responsibilities in underwriting and origination.

What you'll be doing:

• Underwrite new commercial real estate loans and present analysis and investment recommendations to the Managing Director(s).
• Support in business development through mortgage banking relationships within assigned geographic territory.
• Draft term sheets, applications and other transaction related documents.
• Complete due diligence including review of leases, rent rolls, third party reports, estoppels, and other business-related matters.
• Draft investment committee memos and present for approval to the Head of Real Estate.
• Serve as business liaison throughout the loan closing process working collaboratively with appropriate internal/external stakeholders to effectuate a timely closing.
• Travel for due diligence and business development trips.
• Support Portfolio Management through surveillance of existing loan portfolio and assisting with special servicing requests.
• Additional investment support may include equity and credit fund investments.

Additional Responsibilities and Support:

• Analysis of commercial real estate partnerships, and wholly owned real estate (OREO and REO).
• Review annual operating statements and annual site inspection reports for existing properties within the portfolio.

What we're looking for:

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required in Finance, Economics, Business Administration or similar field.
• 1-3+Years' experience required in financial analysis and investments that aligns with the specific responsibilities for this position. Commercial real estate finance and/or commercial real estate investment and analysis preferred.
• Introductory knowledge of commercial real estate principles and fundamentals.
• Introductory knowledge of national commercial real estate and mortgage markets and macro-economic trends that affect those markets.
• Ability to understand and evaluate real estate financial statements.
• Introductory knowledge and understanding of commercial real estate valuation.
• Introductory knowledge of real estate legal concepts and understanding of loan documents.
• Ability to understand and apply financial concepts such as but not limited to Future Value, Present Value, Compound Interest, Discounting, Capitalization Rates, and Internal Rate of Return (IRR).
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CoStar (preferred).
• Travel up to 25%

Application Deadline: Applications for this position will be accepted through July 22nd, 2026 subject to earlier closure due to applicant volume.

What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

What's in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
• Leadership development and virtual training opportunities
• PTO/parental leave
• Competitive 401K and employee benefits
• Free financial counseling, health coaching and employee assistance program
• Tuition assistance program
• Work arrangements that work for you
• Effective productivity/technology tools and training

About The Company: Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.

Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY.

Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability.