Log In
Sign Up
Berkadia’s Rotational Analyst Program takes a dynamic approach to analyst onboarding and development across two of Berkadia’s three most critical platforms – mortgage banking, investment sales and underwriting. Over 12 months, you’ll partner with seasoned professionals, senior leadership and reliable mentors as you prepare to make an impact on the CRE industry. Be the Next Big Thing. Be Berkadia.
We are committed to growing your career, so in this role you will:
Berkadia’s Rotational Analyst Program is changing the way the industry trains and develops CRE analysts around the many facets of the production business. As a Rotational Analyst, you’ll engage in a comprehensive onboarding experience where analysts will be introduced to:
- Berkadia’s culture
- Client-facing business segments
- Supporting groups and technologies
- Berkadia employees, ranging from analysts through members of executive leadership
Once onboarding is complete, you will return to your local offices and begin a series of two, 6-month rotations in two production business groups — Investment Sales and Mortgage Banking. You’ll play a critical role in executing and supporting business for our multi-billion-dollar capital markets platforms. Along the way, you’ll receive mentorship and coaching from a program manager, rotation manager, and peer mentor.
The Program Rotations
While supporting Investment Sales, you will primarily assist Investment Sales Advisors with client and property financial analysis and with extracting/manipulating/preparing market data. Example tasks in Investment Sales include:
- Assisting Investment Sales Advisors in preparation of investment memorandums and valuations for review by senior executives
- Gathering market research for managers to support procurement and analysis of market rents and expenses, comparable sales, market trends, etc.
- Preparing financial analysis and projections for acquisition and disposition opportunities so that senior executives can evaluate the financial feasibility and viability of each project
- Analyzing P&L statements and rent rolls.
While supporting Mortgage Banking, you will focus on reviewing and evaluating new loan opportunities and serve as a key point of contact for tracking the progress of those opportunities through the loan cycle. Example tasks in Mortgage Banking include:
Reviewing Excel-based underwriting workbooks and narrative presentations
- Reviewing, sizing and pricing transactions with the product originations team during the quote process
- Drafting quotes to the business and credit teams
- Adding quotes to internal tracking (CRM) system
- Preparing loan applications.
Upon completing the 12-month rotational period, you will partner with local and program leadership to identify permanent placement into Investment Sales or Mortgage Banking as determined by career interest, performance, and office needs.
Recruitment Process
- Applications for the 2027 Rotational Analyst Program will be open until September 27th.
- Interview process includes 3 phases: recruiter phone screen, verbal case study and local team assessment.
- Applicants will only be eligible to final interview for one office location. (please have your office of preference ready at the time of your recruiter phone screen)
- Applicants are/are not expected to travel to the local Houston office for their final interview.
- Final decisions are projected for the week of November 16th, 2027.
- Program commences July 2027 for hired candidates.
Source: Berkadia Career Page
