Job Description

Counterpointe Sustainable Advisors, a portfolio company of MassMutual, is a national financial services company serving the commercial real estate and energy sectors through mortgage, commercial PACE, and energy project financing for commercial real estate.

We are looking for an Associate to join our Research team. The Research Team provides insights to prospective clients, deal teams, management, and investors. Deliverables include data, analysis, due diligence, business memos, power point presentations, articles, blogs, and social media. A successful candidate will be a motivated professional with commercial real estate lending or energy finance experience and strong analytical, writing, and communication skills.The Research Associate will follow markets and trends, and provide data, analysis, and written material to internal and external clients. The candidate will handle multiple tasks and deadlines in evolving and growing fields.

Primary Duties and Responsibilities

• Become a subject matter expert in dedicated areas
• Support originations and asset management with deal inquiry, select due diligence, and surveillance
• Canvas and share relevant news, policies, data, research, and insights
• Build a library of information and resources through discovery and research
• Maintain, validate and update databases, models, and portfolio analytics
• Track elements of sustainable finance, metrics, standards, and guidelines
• Develop content and verified information for clients, rating agencies, marketing, and investor reporting
• Author and contribute to publications, power point decks, reports, analysis, and blogs
• Initiate and create new research projects, databases, and tools
• Prepare summaries, reports, charts, models and graphs of findings
• Thorough and complete proofreading and verification of deliverables, including any AI-generated material
• Conduct special projects
• Other supporting functions as needed

Qualifications and Requirements

• M.B.A. or B.A. with excellent credentials or commensurate experience
• Three years of relevant work experience in research, underwriting, structured securities, or trading at financial institutions, rating agencies, or investment firms
• Strong analytical and modeling skills
• An ability to collect, organize, and analyze significant amounts of information
• Familiarity with AI strengths and weaknesses
• Demonstrated written and verbal communication skills
• In depth knowledge of commercial real estate or energy finance
• Excellent proficiency in Microsoft Excel, PowerPoint, and other data analytics

Personal Traits and Impact

• Inquisitive mindset and ability to learn quickly with a business results-oriented approach
• Ability to manage time and meet deadlines
• Attention to detail, and ability to identify nuances in calculations, situations, and regulations
• Demonstrated interest in finance, capital markets
• Positive attitude; capacity to work well with others and independently
• A desire to push for a high learning curve in subject matter
• Comfortable with changing and ambiguous situations, incomplete data, and a fast-paced environment
• Highly professional, self-starter, and strong sense of integrity

We are pleased that you are seeking employment with Counterpointe. Applicants are considered without regard to race, color, religion, sex, age, disability, citizenship or national origin or any factors prohibited by local, state or federal law. We are proud to be an Equal Opportunity Employer.

Consistent with the Americans with Disabilities Act (ADA) and applicable local, state and federal laws, it is the policy of Counterpointe to provide reasonable accommodations to qualified applicants and employees with disabilities unless doing so would cause undue hardship. This applies to all aspects of employment, including the application process.

Job Tags

Similar Jobs