Loan Surveillance Intern

Job Description

Loan Surveillance Intern | CW

The Tone:
This is an in-person internship at CW, located in Washington, D.C. CW Financial Services LLC operates as a premier and unique full-service real estate firm, specializing in providing comprehensive financial solutions to institutional clients within Commercial Real Estate Finance. The company is widely recognized across the industry for its expertise in applying sophisticated capital markets structuring techniques. This critical internship offers a valuable opportunity to support the asset management and surveillance teams by providing essential analytical support and assisting in the thorough review of credit risk for securitized pools of commercial mortgages, evaluating both individual assets and loan levels. The intern will gain practical, hands-on experience through challenging analytical assignments that apply real estate and finance principles in a fast-paced environment, benefiting from weekly training sessions led by industry experts and mentorship from experienced asset managers, with unique opportunities to interact directly with real estate professionals nationwide.

The TL;DR
• Role: Internship
• Type: Part-time (minimum 3 days per week), Seasonal (begins first Monday following Labor Day)
• Location: In-person, Washington, DC

• Team: Works with the asset management and surveillance teams, providing support to asset managers.
• Mission: Provide analytical support and assist in reviewing the credit risk of securitized pools of commercial mortgages.
• Tech Stack: Microsoft Excel, AI tools

What You’ll Actually Do
• Property Cash Flow Modeling: Develop and execute Excel models to analyze property cash flows across diverse commercial real estate asset classes and property types, providing critical insights for risk assessment.
• Credit Risk Monitoring: Provide comprehensive support for loan surveillance activities, specifically assisting with credit risk determinations, detailed watchlist analysis, and in-depth loan-level research on commercial mortgage-backed securities and agency debt.
• Financial Document Analysis: Analyze key financial documents, including rent rolls, operating statements, and various third-party reports, to assess the performance and creditworthiness of underlying properties.
• Portfolio Data Management: Work extensively with large loan-level data sets to support accurate risk determinations and perform robust portfolio analytics for securitized commercial mortgages.
• Workflow Optimization with AI: Integrate and utilize AI tools to streamline and enhance surveillance workflows, improving efficiency in reporting and data analysis processes.

The Must-Haves
• Background: Seeking a bachelor’s or master’s degree in finance, accounting, real estate, or a related field, for an entry-level internship.
• Experience: Proficiency in Microsoft Excel is required for analytical assignments.
• Skills: Strong verbal and written communication skills; Strong analytical and quantitative skills with attention to detail; Ability to manage multiple assignments and deadlines; Interest in data analytics and AI tools.