Real Estate Finance & Investment Specialist – Underwriting, Transaction Management

The Community Preservation Corporation

. Coordinate predevelopment financing applications and assemble financial, technical, and program documentation .

Posted 11/10/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $90,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in multifamily real estate underwriting and equity investment analysis, with strong analytical and financial modeling skills. Proficient in managing transactions and conducting due diligence while effectively communicating findings and recommendations to stakeholders.

Highest-signal resume keywords

Multifamily Real Estate UnderwritingFinancial ModelingDue Diligence ManagementEquity Investment AnalysisKnowledge of HUD Multifamily Programs

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

Financial AnalysisCash Flow AnalysisDebt SizingSensitivity AnalysisInvestment ReturnsCredit Risk AssessmentMarket Condition AnalysisTransaction ManagementUnderwritingProgram Documentation

Soft Skills

Analytical SkillsProblem-SolvingOrganizational SkillsCollaborationCommunication Skills

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPointAdobe ProductsAI Platforms

Industry Keywords

Energy EfficiencyNatural Hazard ResiliencePreferred EquitySubordinate Capital StructuresFannie MaeFreddie Mac

About the role

Key responsibilities & impact

Coordinate predevelopment financing applications and assemble financial, technical, and program documentation
Manage transactions and workstreams from application screening through eligibility analysis, due diligence, closing, and monitoring
Structure and evaluate financing approaches for energy efficiency, utility efficiency, and natural hazard resilience improvements
Manage underwriting and due diligence for predevelopment and subordinate loans
Analyze operations, rent rolls, market conditions, development budgets, financing assumptions, cash flow, debt capacity, feasibility, and credit risk
Underwrite preferred equity investments, including capital structure, distribution waterfalls, sponsor economics, returns, exit/refinancing assumptions, and downside protection
Develop and review Excel-based financial models, including projections, debt sizing, sources and uses, returns, and sensitivity/downside analyses
Conduct site inspections and review appraisal, engineering, environmental, zoning, flood, title, and insurance reports
Assess borrower and sponsor creditworthiness
Prepare underwriting and investment memoranda and present findings, risks, and recommendations to Credit and Investment Committees
Identify and communicate credit, execution, and closing risks and recommend solutions
Maintain due diligence checklists and application schedules and resolve information gaps
Track and advance the Climate Lending & Investing transaction pipeline
Review borrower reporting and portfolio information and coordinate follow-up or escalation
Perform other related duties as assigned

Requirements

What you’ll need

Bachelor’s or Master’s degree in Finance, Economics, Urban Planning, Real Estate or other related field preferred
Five years of experience in multifamily real estate underwriting, equity investment analysis, or structured finance preferred
Proactive self-starter who takes initiative and advances work independently
Strong sense of ownership and accountability
Collaborative and relationship-driven
Ability to navigate ambiguity, exercise sound judgment, establish priorities, and act with incomplete information
Exceptional analytical, problem-solving, and organizational skills required
Expertise in Microsoft Word, Excel, PowerPoint, and Adobe products
Understanding of how to effectively deploy AI platforms and tools
Strong Excel-based financial modeling skills, including real estate cash flow models, debt sizing, investment returns, and sensitivity analyses preferred
Knowledge of preferred equity and subordinate capital structures preferred
Knowledge of HUD multifamily programs and/or Fannie Mae and Freddie Mac loan products recommended
Familiarity with energy efficiency, renewable energy, and natural hazard resilience building measures preferred
Effective written and oral communication skills
Applicants must be authorized to work in the United States
CPC does not provide employment sponsorship

Benefits

Comp & perks

Competitive compensation
401(k) retirement plans with employer match
Medical, dental, and vision benefits for employees and their dependents
Commuter benefits
PTO for vacation, personal days, sick leave, holidays, jury duty, bereavement, parental leave, and disability
Tuition assistance program
Two “work from anywhere” weeks per year
Summer Fridays
Collaborative working spaces
Service days to support our communities
Employee development and engagement events
Bonus