Waterway Capital, LLC · 7 hours ago
Real Estate Financial Analyst
Chicago, IL
Full-time
Onsite
Entry Level
1+ years expWaterway Capital, LLC is a broker-dealer and investment bank providing customized financing solutions for developers and owners of commercial real estate. They are seeking a Real Estate Financial Analyst to support the banking team by conducting financial analysis, preparing transaction-related documents, and assisting in the closing process.
FinanceImpact InvestingReal Estate
Responsibilities
Assess the credit strength of tenants, including public and private companies and municipalities, which entails spreading financial statements and using a proprietary shadow rating model; model bond amortization schedules based on different debt structures; collect financial data from Bloomberg and evaluate corporate and government yield curves and spreads
Obtain and track information required to perform pertinent analysis and to compose transaction-related documents throughout the life cycle of a deal including information required for initial quotes, answering investor questions, and the closing & documentation process
Help draft loan applications, term sheets, offering memorandums and distribution lists
Assist with creating tailored pitch books and presentations for prospective clients; create and update firm marketing materials and periodic business updates; prepare monthly credit rating updates
Read and review commercial real estate leases to assess transaction viability and conduct financial modeling based on the terms and economics of the lease
Research specific tenant companies and their sector / industry and the capital markets and real estate market in general
Qualification
Required
Bachelor's degree required, concentration in finance or accounting preferred
One to three years of financial industry experience with a focus on credit and/or real estate
SIE Exam, Series 79 and 63 licenses within six months of hiring
Preferred
Strong analytical, mathematical, writing and computer skills
Clear and effective communicator; takes responsibility for understanding others
Solid working knowledge of financial statements and accounting
Computer proficient (Excel, Word, PowerPoint, Bloomberg, CoStar)
Company
Waterway Capital, LLC
Waterway Capital is a FINRA/SEC-registered broker-dealer and investment bank specializing in debt financing for the commercial real estate industry.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ana Ward
Chief Compliance Officer
Jeremy Pemberton
Chief Investment Officer
Recent News
Hartford Business Journal
2025-09-21
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