Senior Associate – Structured Finance

Senior Associate – Structured Finance supports Forum Real Estate Group’s Structured Finance platform through reporting, underwriting updates, construction draw processes, and investment closings.

Responsibilities

• Coordinate with senior members of the Structured Finance platform, loan administration, and other internal teams to run an institutional quarterly and annual reporting process for a rapidly growing U.S. investment portfolio.
• Prepare regular underwriting updates driven by market conditions, including changes to interest rate environment, rent and expense growth or softening, and expansion or contracting of capitalization rates.
• Monitor borrower and investment performance to help surface potential portfolio risks.
• Track and evaluate local and regional market and asset class trends, along with broader economic conditions tied to Forum strategies.
• Use third-party reporting resources including CoStar Analytics, Yardi Matrix, and Axios to support research and trend analysis.
• Support review of monthly construction draw funding requests and liaise with borrowers and property construction consultants to help ensure projects stay on time and on budget.
• Assist with investment closing activities as needed by managing and reviewing due diligence materials, including third-party reports, guarantor financials, development plans, title and zoning, and Sponsor track record.
• Support a team of real estate private equity investment professionals involved in origination, underwriting, closing, and management for institutional funds and separate accounts.
• Build financial models and complete ad hoc analyses to support asset-level and portfolio-level investment decisions.
• Perform other duties as needed and assigned.

Requirements

• Minimum two years of related experience in an analytical role, preferably real estate focused.
• Strong organization skills with the ability to manage multiple projects and deadlines simultaneously.
• Demonstrated enthusiasm and commitment to the real estate industry.
• Strong verbal and written communication skills; ability to construct compelling theses using meticulous research.
• High attention to detail, with a thorough understanding of financial applications and legal terminology.
• Ambitious and positive attitude; flexibility for work hours when required.
• Willingness to attend industry conferences and participate in industry organizations, with aspirations to grow into senior leadership.
• Self-motivated and resourceful, able to take meaningful individual responsibility.
• Willingness and ability to travel as business needs require.
• Bachelor’s degree in business, finance, real estate, economics, or accounting (or equivalent career experience).
• Strong financial, analytical, and modeling skills; high proficiency in MS Excel is required.
• Ability to read and interpret multifamily financial reports such as T-12s, rent rolls, leasing reports, and budgets.

Technologies

• MS Excel
• CoStar Analytics
• Yardi Matrix
• Axios

Benefits

• Medical
• Dental
• Vision
• Life insurance
• Long-term and short-term disability insurance
• Employee assistance program
• Health Savings Accounts
• Flexible Spending Accounts
• 401(k) with company match program
• 12 paid company holidays
• Self-managed PTO
• Anniversary milestone program/awards
• Gift matching program

Compensation

• Base salary range: USD 100,000 to 115,000 per year
• Range is estimated for the role; actual pay may differ

Posting Duration

• Posting will close November 30, 2026
• May be extended only if additional candidates are needed to fill the position

How to Apply

• Contact: [email protected]