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CASE · 2 months ago

Due Diligence & Asset Management Role (Senior and Junior - two roles)

New York, NY

Full-time

Onsite

Mid, Senior Level

$160K/yr - $250K/yr

6+ years exp

CASE is a firm that specializes in due diligence and asset management, seeking to fill two roles: one senior and one junior. The positions involve analyzing property and loan data, conducting due diligence, and collaborating with various teams to drive strategic decisions and outcomes.

Financial ServicesManagement ConsultingReal Estate Investment

Hiring Manager

Shlomo Chopp

Responsibilities

Collect, organize, and interpret property- and loan-level data across workouts, restructurings, and acquisitions

Identify and clarify key facts — what happened, the current position, and the actions needed to move forward

Synthesize inputs from leases, operating statements, loan documents, and market data into clear conclusions that inform strategy

Evaluate property operations and their effect on financing structures — both for new transactions and for the restructuring of existing loans

Work closely with the strategy team to ensure they receive a complete, clear view of every situation — developed and reviewed through the diligence process you lead

Oversee due diligence to uncover operational issues, loan-structure weaknesses, and hidden opportunities

Evaluate third-party reports, appraisals, rent rolls, and servicer communications to build a full picture of each asset

Use findings to strengthen CASE’s negotiating position and validate or challenge assumptions in the business plan

Present organized, fact-based summaries that allow the strategy team and senior leadership to interpret and act decisively

Coordinate with the modeling and analyst team, who assist in developing data, models, and underlying assumptions

Partner with the strategy team, who interpret the full picture that emerges from your diligence work

Ensure that every project — from data collection to strategic interpretation — is tightly aligned, current, and actionable

Maintain disciplined organization, documentation, and communication across the process

Support communication with lenders, borrowers, and special servicers

Prepare and review funding requests, lease approvals, and modification materials with full understanding of context and risk

Draft strategic memos, analyses, and correspondence that reinforce the firm’s credibility and precision

Review and interpret key provisions in loan documents, leases, and guarantees

Highlight structural risks, obligations, or advantages that may influence the team’s negotiating or ownership strategy

Qualification

CRE lendingAsset managementFinancial analysisAdvanced ExcelArgus familiarityAnalytical skillsWriting skillsCommunication skillsOrganizational skillsProject management

Required

Minimum 6+ years in CRE lending, credit, underwriting, asset management, or loan workouts (preferably a mix)

Deep understanding of property operations and their relationship to financing — including how performance, capital needs, and tenancy impact both new originations and loan restructurings

Ability to read and interpret leases, loan documents, and guarantees

Advanced Excel skills; Argus familiarity preferred (analyst support provided)

Strong writing, analytical, and communication skills

Proven ability to organize information, prioritize deadlines, and manage multiple projects in a fast-paced environment

In-office presence required (4–5 days per week)