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Concord Summit Capital · 4 hours ago

Associate

Concord Summit Capital LLC is a premier nationwide intermediary in commercial real estate transactions. The Associate role is designed for early-career professionals to support and progressively lead the sourcing, structuring, and execution of commercial real estate debt and equity transactions across various asset classes.

AdviceFinancial ServicesProfessional ServicesReal Estate

Responsibilities

Assist in sourcing and originating debt and equity transactions across multifamily, office, hospitality, retail, industrial, and mixed-use properties
Support sponsor outreach, prospecting, and relationship-building efforts to identify new financing opportunities
Participate actively in outbound business development, including cold calling, email outreach, and industry networking
Develop and maintain relationships with real estate sponsors, developers, and private and institutional capital sources to understand client needs and deliver tailored financing solutions
Build and manage a growing personal pipeline of sponsor relationships and live transactions
Support the structuring and closing of debt and equity transactions across a variety of capital structures, including senior debt, bridge loans, mezzanine financing, preferred equity, and JV equity
Assist in managing the full transaction lifecycle from origination through closing, including negotiation support, structuring, and documentation coordination
Coordinate due diligence efforts, third-party reports, and lender/investor communication
Collaborate with internal analysts, associates, and third-party advisors to ensure seamless execution of transactions
Support underwriting, financial modeling, and preparation of term sheets
Represent Concord Summit Capital at industry events, conferences, and client engagements to build personal and firm-wide visibility
Support sponsor outreach campaigns and marketing initiatives

Qualification

Commercial real estate financeDebtEquity transactionsTransaction lifecycle managementFinancial modelingCapital structures knowledgeSales-oriented mindsetCoachableAccountableReal Estate Sales Associate licenseCommunication skillsRelationship-building skills

Required

1–5 years of experience in commercial real estate capital markets, structured finance, investment banking, real estate brokerage, or a related advisory environment
Bachelor's degree in Finance, Business, Economics, Real Estate, or a related field required
Hands-on exposure to live CRE transactions, including underwriting support, sponsor communication, lender/investor outreach, or deal execution
Experience assisting in the origination or closing of debt and/or equity transactions

Preferred

MBA or advanced degree preferred, with a concentration in Finance, Real Estate, or Capital Markets preferred
Prior exposure to a debt and/or equity placement team or structured finance group preferred but not required
Familiarity with senior debt, bridge loans, mezzanine financing, preferred equity, and JV equity structures (preferred but not required)
Real Estate Sales Associate or Broker's license (preferred)

Benefits

Comprehensive Group Medical Health Insurance (Medical, Dental, Vision)
Telehealth Services (Teledoc)
Group Term Life Insurance
Voluntary Life / AD&D Insurance (Employee, Spouse, Child)
Accident Insurance
Critical Illness Insurance
Short-Term and Long-Term Disability Coverage
Flexible Spending Account (FSA)
Health Savings Account (HSA)
401(k) Retirement Plan
LegalShield Legal Services
Unlimited Paid Time Off (PTO)
Reimbursement for approved business expenses, tools, and subscriptions

Company

Concord Summit Capital

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Concord Summit Capital is an advisory firm that provides financing solutions for complex real estate transactions.

Funding

Current Stage
Early Stage

Leadership Team

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Kevin M. O'Grady
Partner & Managing Director
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Company data provided by crunchbase