Real Estate Investment Associate


Date: Nov 22, 2021

Location: Dallas, TX, US

Company: New York Life Insurance Co



When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.


As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. To learn more, please visit LinkedIn, our Newsroom and the Careers page of




New York Life Real Estate Investors has an immediate opening for a Real Estate Investment Associate in its Southwest Regional Office located in Dallas, Texas.



New York Life Real Estate Investors is currently looking to fill both an Associate and Senior Associate role. The Investment Associate will primarily support senior real estate debt originators and will be involved in all aspects of the transaction origination process including underwriting, research, due diligence, and closing.  Financial modeling, investment analysis and preparation of internal investment memoranda are the core aspects of the job. 


This position offers an outstanding opportunity to develop a solid career in commercial real estate, work on complex and creative transactions, and interact with many of the premier players in the industry.  The right person has useful experience/training and is interested in real estate and finance as a career.  The right candidate has strong analytical abilities, communicates clearly, can think quickly on their feet, easily multi-task, enjoys working hard, is outgoing and enjoys working cooperatively on a team. 



With nearly $62 billion in assets under management, New York Life Real Estate Investors is one of the largest real estate investment advisors in the country and a leading provider of real estate capital.  Real Estate Investors focuses on the origination of real-estate-related debt and equity investments on behalf of New York Life Insurance Company and our third-party investors. Our three investment platforms include: Commercial Mortgage Loans, Direct Equity Investment and Real Estate Securities Investment (CMBS and REIT debt).  More information on the Company can be found at:


The Southwest Regional Office is responsible for the origination of commercial debt investments throughout the Southwest United States.  Major markets include Dallas, Houston, Austin, Denver and Kansas City.



  • Strong analytical, quantitative and technical skills, significant experience using Argus Enterprise and Excel
  • Strong written and verbal communications skills
  • Clear thinker, creative yet thorough problem-solver, strong research skills
  • Positive demeanor, outgoing personality and the ability to work cooperatively with other team members
  • Ability to work under pressure, manage multiple projects, negotiate competing priorities
  • Self-motivated, pro-active, sense of urgency, conscientious, takes pride in providing high quality work product
  • Solid working knowledge of commercial real estate including office buildings, shopping centers, apartments and industrial warehouse buildings.



A four-year BA or MBA degree is required, preferably with a concentration in Finance, Real Estate, or Accounting.  The candidate should have two to four years of real estate investment/underwriting experience, preferably working for an institutional investment company, commercial lender, brokerage company, appraisal firm or related commercial real estate firm.  Proficiency in Argus Enterprise, Microsoft Excel, and Word is required.


We offer a competitive compensation package (commensurate with experience), flexible benefits program, 401(k) with Company match, tuition assistance and many other attractive benefits.


Please note: At this time, employees of Group Benefit Solutions can be considered for open positions within Group Benefit Solutions only. Applications from Group Benefit Solutions employees for open positions within other New York Life businesses are unable to be considered.  

Job Requisition ID: 85239






Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

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