Real Estate Investment Associate

Prudential Financial

Investment Associate on Originations team facilitating multifamily and commercial real estate debt investments for Prudential's various capital sources. Engaging in all aspects of loan origination and team operations based in San Francisco.

Posted 7/30/2026full-timeSan Francisco • California • 🇺🇸 United StatesJuniorMid-Level💰 $130,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in commercial real estate lending, including loan origination, underwriting, and debt structuring. Possesses strong quantitative and analytical skills, along with the ability to manage multiple projects and develop relationships with internal and external stakeholders.

Highest-signal resume keywords

Commercial Real Estate LendingLoan OriginationUnderwritingQuantitative AnalysisMS Office Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan StructuringDebt StructuringPricing StrategyDue Diligence ReviewTransaction NegotiationFinancial ModelingTerm Sheet NegotiationAnalytical AbilityRisk MitigationProject Management

Soft Skills

Organizational SkillsAttention to DetailWritten CommunicationOral CommunicationInterpersonal Skills

Tools & Technologies

PGIM SystemsMS ExcelMS WordMS PowerPoint

Industry Keywords

Loan AuthorizationInvestment CommitteeCredit ManagementPortfolio ManagementCommercial Real Estate

About the role

Key responsibilities & impact

Assist the team’s Loan Officers in all aspects of the loan origination and closing process, including analysis and underwriting, debt structuring, pricing strategy, creating presentations to senior management for pricing and loan authorization, due diligence review, transaction negotiation and closing
Involvement in all aspects of transactions to include initial screening, underwriting, modeling, term sheet completion/negotiation, and compiling Investment Committee/loan authorization materials
Involvement and management of legal aspects of the loan origination/closing process
Assisting the team’s Loan Officers with market knowledge/expertise, i.e., become well versed in the region for which the team is responsible
Maintain responsibility for assisting the team’s analysts and associates with closing and due diligence review
Manage training and maintain oversight for the team’s analysts and associates
Interact with existing and prospective borrowers, intermediaries, industry peers and the legal community on deals
Develop internal relationships with the Credit and Portfolio Management teams
As well as external relationships with prospective borrowers and intermediaries while maintaining and building enduring relationships with existing clients across the platform to help facilitate the transaction process
Develop expertise in all PGIM systems necessary for the originations process

Requirements

What you’ll need

Bachelor's Degree and 3 or more years of experience in commercial real estate lending
A credit mindset and the ability to review, structure and underwrite loans to mitigate risks corresponding to the needs of PGIM’s various capital sources
Strong quantitative skills and demonstrated analytical ability
Excellent organizational skills and attention to detail with ability to manage multiple projects simultaneously
Outstanding written, oral communication, and interpersonal skills
Ability to work both independently and as an integral member of a team
Proficiency in MS Office applications, (Excel, Word, and PowerPoint) required
Willingness to travel occasionally and attend industry events and conferences, required
Interact professionally with internal and external parties, including originations, transactions, risk, legal, developers, investment firms, borrowers, and third‐party service providers
Demonstrated leadership experience with the ability.

Benefits

Comp & perks

Medical, dental, vision, life insurance, disability insurance
Paid Time Off (PTO)
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period)