Senior Analyst, Commercial Real Estate Investment Management

Lincoln Financial

Senior Analyst for Commercial Real Estate Investments managing loan origination and investment analysis. Collaborating with teams on commercial mortgage investment with significant portfolio management responsibilities.

Posted 5/23/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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%

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysiscommercial real estate financeinvestment analysisreal estate financial statementscommercial real estate valuationloan documentsFuture ValuePresent ValueInternal Rate of Return (IRR)Capitalization Rates

Soft Skills

business developmentcollaborationcommunicationanalytical thinkingpresentation skills