CRE Analyst I or II

Truist Financial
Charlotte, Nashville
Workplace: OnsiteFull timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Communication","Analytical thinking","Problem-solving","Collaboration","Time management"]

Join the CRE Emerging Talent program to develop Commercial Real Estate expertise across markets, credit, and deal structures. You’ll perform financial modeling and due diligence, support client calls and end-to-end planning, and partner with Relationship Managers, PM Associates, and Portfolio Managers to underwrite and monitor opportunities. The role includes cross-training across CRE verticals and builds skills in risk evaluation, portfolio maintenance, and research using real-estate data sources.

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Truist Financial
Truist Financial
22 hours ago

CRE Analyst I or II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Join the CRE Emerging Talent program to develop Commercial Real Estate expertise across markets, credit, and deal structures. You’ll perform financial modeling and due diligence, support client calls and end-to-end planning, and partner with Relationship Managers, PM Associates, and Portfolio Managers to underwrite and monitor opportunities. The role includes cross-training across CRE verticals and builds skills in risk evaluation, portfolio maintenance, and research using real-estate data sources.
Location: Charlotte, Nashville
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Entry level

Key Responsibilities

  • •Perform project analysis including financial modeling, analysis/screening documents, and project due diligence.
  • •Support business development through prospecting, industry- and market-specific research, and special projects.
  • •Prepare sales materials such as pitch books, pre-call planning, sales pipeline review and management, and sales tool support.
  • •Provide client support by attending client calls/meetings and supporting the client planning process end-to-end.
  • •Assist PM Associates and Portfolio Managers with evaluation/underwriting of opportunities and performance and risk monitoring for an assigned portfolio.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid Leave

Key Requirements

  • •Bachelor's degree in Finance, Accounting, Economics, or Business (or equivalent education and work experience).
  • •Strong verbal and written communication skills.
  • •Proficiency in basic computer applications, including Microsoft Office software products.
  • •Strong analytical and problem-solving skills, including knowledge of credit principles.
  • •Ability to handle multiple priorities under time constraints and work collaboratively in a team environment.
Experience:Commercial real estate
Education:Bachelor's
Skills:CommunicationAnalytical thinkingProblem-solvingCollaborationTime management
Languages:English
Tech Stack:Microsoft OfficeFinancial modelingFinancial analysisARGUS EnterpriseCoStarREISAxiometrics

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn