Summer Street Advisors, LLC
Summer Street Advisors is a boutique commercial real estate consulting firm located in Westport, CT. Our clients include Banks, Private Equity Funds, Hedge Funds, Asset Managers, Developers and Family Offices that provide debt and/or invest across the United States in all commercial real estate asset classes. The analyst will work in a variety of different capacities including providing assistance in underwriting, asset management, site inspections and support functions with the objective to provide high quality work product in a timely manner.
Job Summary Under the supervision of the Director of Underwriting, the Analyst is responsible for working with internal partners to support debt and equity underwriting assignments. The role includes responsibility for supporting all aspects of underwriting assignments and related due diligence, including market research, cash flow spreading, property/loan data input and analysis, third party document review and writing associated narrative components as required by SSA clients. The role involves maintaining accurate due diligence checklists and question logs in support of the client and the underwriting process. The role also involves assisting the appraisal team with ordering appraisal management for our bank and fund clients.
Our Company Culture At SSA, our greatest asset is our people. Our team is composed of people with diverse skillsets and a global perspective. This blend helps us stand out in the CRE space. We offer a tight‑knit, dynamic, and collaborative work environment. We value proactive, positive, out of the box thinkers and believe that good ideas come from anywhere.
Responsibilities
Assist the Underwriting team with the underwriting/valuation and analysis of new loan and equity investment opportunities for our clients
Assist in the ordering appraisals process for our bank and fund clients
Assist the Appraisal team with setting up deals, collecting bids, engaging appraiser, and check‑in meetings
Consolidate questions in the question log and assist in delivering reports
Participate and organize kickoff calls
Assist in the completion of investment memos and ASRs for client credit/investment committees
Review third‑party reports including appraisal, environmental, property condition, zoning (PZR), seismic, flood, insurance, and credit reports, to confirm risks have been properly identified and addressed and incorporate them into the deliverable
Analyze the asset(s) and the ability of the sponsor to execute on their business plan
Macro and micro market write‑up and analysis
Research and summarize tenant/sponsor credit worthiness
Abstract leases
Run reports on macro market, micro market, rent comparables and sales comparables (i.e. REIS, CoStar, etc.)
Import deal information and organize documents into Summer Street file structure
Support underwriting teams with cash flow spreading and modeling
Support deal teams with the design, development, and modification of commercial real estate finance models
Attend underwriting assignment kickoff, check‑in and due diligence calls as directed
Daily management, tracking and distribution of due diligence materials, document checklists and question logs
Assist in new business initiatives
Write site inspection reports and perform site inspections (potential for business travel)
Qualifications and Core Competencies
Undergraduate degree or related work experience in commercial real estate, finance or economics
Ideally, 1+ years of underwriting or credit analysis or a recent graduate with internship experience
Highly proficient in MS Office Suite
Ability to meet time‑sensitive deadlines
Assist in the accurate completion of all assigned client deliverables
Excellent written and presentation skills
Attention to detail and accuracy in data gathering, narrative writing and financial modeling
Proficient with complex financial modeling and advanced Excel functions a plus
Must be detail oriented and possess excellent organizational skills
Out of the box thinker that enjoys the challenge of being a member of a fast‑paced and dynamic team
Excellent analytical and project management skills
Argus experience is a plus
Benefits
Base salary, and room for career advancement
Networking and career development opportunities
Medical insurance for you and eligible dependents
401(k) plan with company match up to 3% and immediate vesting
Dental and vision insurance
12 days of PTO in 1st year
Ongoing in‑house training opportunities and educational opportunities
Team events and team building activities
Hybrid work
Complimentary snacks and drinks
Direct access to senior leadership
Location Westport, CT
Type of Position Hybrid role
Equal Employment Opportunity Please note you must be authorized to work in the United States of America and Summer Street Advisors will not sponsor work authorization for this position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.
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Job Summary Under the supervision of the Director of Underwriting, the Analyst is responsible for working with internal partners to support debt and equity underwriting assignments. The role includes responsibility for supporting all aspects of underwriting assignments and related due diligence, including market research, cash flow spreading, property/loan data input and analysis, third party document review and writing associated narrative components as required by SSA clients. The role involves maintaining accurate due diligence checklists and question logs in support of the client and the underwriting process. The role also involves assisting the appraisal team with ordering appraisal management for our bank and fund clients.
Our Company Culture At SSA, our greatest asset is our people. Our team is composed of people with diverse skillsets and a global perspective. This blend helps us stand out in the CRE space. We offer a tight‑knit, dynamic, and collaborative work environment. We value proactive, positive, out of the box thinkers and believe that good ideas come from anywhere.
Responsibilities
Assist the Underwriting team with the underwriting/valuation and analysis of new loan and equity investment opportunities for our clients
Assist in the ordering appraisals process for our bank and fund clients
Assist the Appraisal team with setting up deals, collecting bids, engaging appraiser, and check‑in meetings
Consolidate questions in the question log and assist in delivering reports
Participate and organize kickoff calls
Assist in the completion of investment memos and ASRs for client credit/investment committees
Review third‑party reports including appraisal, environmental, property condition, zoning (PZR), seismic, flood, insurance, and credit reports, to confirm risks have been properly identified and addressed and incorporate them into the deliverable
Analyze the asset(s) and the ability of the sponsor to execute on their business plan
Macro and micro market write‑up and analysis
Research and summarize tenant/sponsor credit worthiness
Abstract leases
Run reports on macro market, micro market, rent comparables and sales comparables (i.e. REIS, CoStar, etc.)
Import deal information and organize documents into Summer Street file structure
Support underwriting teams with cash flow spreading and modeling
Support deal teams with the design, development, and modification of commercial real estate finance models
Attend underwriting assignment kickoff, check‑in and due diligence calls as directed
Daily management, tracking and distribution of due diligence materials, document checklists and question logs
Assist in new business initiatives
Write site inspection reports and perform site inspections (potential for business travel)
Qualifications and Core Competencies
Undergraduate degree or related work experience in commercial real estate, finance or economics
Ideally, 1+ years of underwriting or credit analysis or a recent graduate with internship experience
Highly proficient in MS Office Suite
Ability to meet time‑sensitive deadlines
Assist in the accurate completion of all assigned client deliverables
Excellent written and presentation skills
Attention to detail and accuracy in data gathering, narrative writing and financial modeling
Proficient with complex financial modeling and advanced Excel functions a plus
Must be detail oriented and possess excellent organizational skills
Out of the box thinker that enjoys the challenge of being a member of a fast‑paced and dynamic team
Excellent analytical and project management skills
Argus experience is a plus
Benefits
Base salary, and room for career advancement
Networking and career development opportunities
Medical insurance for you and eligible dependents
401(k) plan with company match up to 3% and immediate vesting
Dental and vision insurance
12 days of PTO in 1st year
Ongoing in‑house training opportunities and educational opportunities
Team events and team building activities
Hybrid work
Complimentary snacks and drinks
Direct access to senior leadership
Location Westport, CT
Type of Position Hybrid role
Equal Employment Opportunity Please note you must be authorized to work in the United States of America and Summer Street Advisors will not sponsor work authorization for this position. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.
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