Become a subject matter expert in CPACE and enhanced CPACE financing.
Analyze capital structures and collaborate with other financing providers to identify how we can optimize our financing to fit within transaction capital stacks.
Educate and partner with Business Development to deliver product training and structuring insights — both in general education sessions and on specific deals.
Work with our client's Business Development and Operations teams, lead the structuring and execution of financing transactions from introduction through to closing.
Support transaction documentation processes, providing guidance where terms deviate from standard templates or market norms.
Develop and maintain robust Excel models to assess cash flows, pricing, and return profiles.
Collaborate with cross-functional teams to ensure smooth execution and alignment with risk and return objectives.
Not Met Priorities
What still needs stronger evidence
Requirements
Extensive experience (7+ years) in high-level credit analysis, structured finance, real estate investments, transaction management, or a related field is necessary.
Proficiency in financial modeling software, knowledge of valuation methods, and at least a basic understanding of real estate capital structures.
Strong analytical, problem-solving, negotiation, and communication skills are essential for managing complex deals and diverse relationships.
Preferred Skills
Extensive experience (7+ years) in high-level credit analysis, structured finance, real estate investments, transaction management, or a related field is necessary.
Proficiency in financial modeling software, knowledge of valuation methods, and at least a basic understanding of real estate capital structures.
Knowledge of CPACE and the fundamentals of the market preferrable
Education
(Required)
– A bachelor’s degree in real estate, Finance, Business Administration, or a related field is required, with many professionals holding advanced degrees like an MBA or relevant certifications (e.g., CFA, CCIM).
OVERVIEW We are looking for a Senior Associate who can understand and educate partners on our e-structured CPACE CRE finance product, manage transactions from origination to closing in collaboration with transaction teams, and support internal constituents on transaction-related issues. This role balances legal, financial, and strategic objectives, working with various stakeholders to maximize investment performance and manage risk. RESPONSIBILITIES Become a subject matter expert in CPACE and enhanced CPACE financing. Analyze capital structures and collaborate with other financing providers to identify how we can optimize our financing to fit within transaction capital stacks. Educate and partner with Business Development to deliver product training and structuring insights — both in general education sessions and on specific deals. Work with our client's Business Development and Operations teams, lead the structuring and execution of financing transactions from introduction through to closing. Support transaction documentation processes, providing guidance where terms deviate from standard templates or market norms. Develop and maintain robust Excel models to assess cash flows, pricing, and return profiles. Collaborate with cross-functional teams to ensure smooth execution and alignment with risk and return objectives. QUALIFICATIONS A bachelor’s degree in real estate, Finance, Business Administration, or a related field is required, with many professionals holding advanced degrees like an MBA or relevant certifications (e.g., CFA, CCIM). Extensive experience (7+ years) in high-level credit analysis, structured finance, real estate investments, transaction management, or a related field is necessary. Proficiency in financial modeling software, knowledge of valuation methods, and at least a basic understanding of real estate capital structures. Knowledge of CPACE and the fundamentals of the market preferrable Strong analytical, problem-solving, negotiation, and communication skills are essential for managing complex deals and diverse relationships.
Keystone Staffing Solutions, LLC
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Pittsburgh, PA