About the Role
Finneo is seeking a highly driven and analytically sharp Commercial Real Estate professional to join our Capital Markets Advisory team, with a focus on debt placement and structured finance. Reporting directly to our Founder & CEO (former EVP at JLL), this role offers hands-on exposure to underwriting, deal structuring, lender engagement, and the full execution cycle for complex financing mandates across the U.S. and Canada. The ideal candidate will bring 3–5 years of CRE capital markets experience, a meticulous institutional mindset, and the confidence to lead negotiations with lenders and capital partners. This is a unique opportunity to work on high-impact transactions, develop deep market expertise, and become a trusted advisor to sophisticated real estate owners and developers.
Responsibilities
Deal Structuring & Underwriting
Conduct thorough financial analyses and debt sizing across asset classes, using Finneo’s proprietary underwriting platform and models.
Structure tailored capital solutions by analyzing market data, comparable transactions, and borrower profiles.
Prepare lender-ready financing memoranda (CIMs/OMs) leveraging Finneo’s advanced automation and package builder tools.
Lender Engagement & Capital Markets Execution
Serve as a primary point of contact for active lender relationships across Canada and the U.S.
Source, pitch, and negotiate financing mandates with banks, life companies, debt funds, CMBS providers, and alternative capital sources.
Submit transactions to capital providers and manage lender feedback loops, term sheets, and bidding processes.
Coordinate term sheet execution, condition fulfillment, and deal funding alongside stakeholders.
Client & Process Management
Support clients throughout the financing lifecycle by coordinating with appraisers, legal counsel, third parties, and internal teams.
Maintain accurate records of lender responses, pipeline activity, and deal progress using Finneo’s internal systems.
Manage multiple concurrent financing engagements with a high degree of precision and accountability.
Experience & Qualifications
3–5 years of experience in commercial real estate finance, capital markets, or investment banking.
Advanced proficiency in financial modeling, valuation, and structuring.
Strong working knowledge of lender underwriting criteria across various asset classes.
Exceptional communication skills, both written and verbal, with an ability to interface with senior capital providers and clients.
Detail-oriented, organized, and comfortable managing high-volume, fast-paced deal environments.
Prior experience at a capital markets group, brokerage platform, or investment firm preferred.
Familiarity with U.S. and Canadian lending markets is a strong asset.
About the Company
Finneo is a next-generation Commercial Real Estate Investment Banking platform specializing in debt and equity placement. We combine the expertise of top-tier capital markets professionals with a proprietary data and technology ecosystem purpose-built to optimize every stage of the financing process. Our end-to-end platform empowers advisors with advanced tools—from intelligent lead sourcing and CRM integration, to automated CIM generation and precision lender-matching algorithms powered by data analytics and machine learning. With over $4 billion in successfully placed transactions across 367+ deals, Finneo stands at the forefront of the CRE finance industry, offering an unparalleled opportunity for ambitious professionals to scale their business and earnings. We are redefining how capital is raised in commercial real estate—and we’re looking for high-caliber individuals who share our vision for the future. Learn more at www.finneotech.com.
