QUALIFICATIONS

• 5–8 years of experience in commercial real estate lending, investment, or development.
• Strong financial modeling and underwriting skills in real estate finance.
• Proven ability to manage client relationships with professionalism and integrity.
• Excellent negotiation, communication, and presentation skills.
• Highly organized with the ability to manage multiple complex transactions simultaneously.
• Ability to manage multiple deals concurrently and meet deadlines.
• Excellent verbal and written communication skills.
• Professional judgment and client-first mindset.
• Attention to detail and commitment to documentation accuracy.
• Proficiency in MS Excel, Word, PowerPoint, and Salesforce.
• Post-secondary degree in Business, Finance, Economics, or Real Estate. CFA, FRM, or MBA an asset.

ROLE SUMMARY

The Senior Associate plays a central role in managing client relationships and overseeing the full lifecycle of commercial mortgage transactions. Unlike traditional origination roles, this position does not require cold calling or outbound business development. Instead, the Senior Associate is accountable for maintaining and deepening existing client relationships, ensuring best-in-class execution, and serving as the primary point of contact for borrowers, investors, and internal stakeholders.
The individual will report directly to the Managing Director and will be responsible for managing both front-end transaction execution and ongoing portfolio management.