1

Associate Mezzanine Fund Jobs (NOW HIRING)

... mezzanine debt, in addition to equity co-investments, secondary solutions and private equity fund ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Showing results 41-60

Associate Mezzanine Fund information

See salary details

$27K

$141.2K

$310.5K

How much do associate mezzanine fund jobs pay per year?

As of Sep 2, 2026, the average yearly pay for associate mezzanine fund in the United States is $141,209.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $212,500.00 per year, depending on experience, location, and employer.

What is an associate mezzanine fund?

An Associate Mezzanine Fund professional works at an investment firm specializing in mezzanine financing, which is a hybrid of debt and equity used by companies to fund growth or acquisitions. The associate's role typically involves analyzing potential investments, conducting due diligence, preparing financial models, and helping manage portfolio companies. They also assist in deal structuring and negotiations, and often interact with senior management teams and external advisors. This position requires strong analytical, communication, and financial modeling skills, as well as a solid understanding of capital markets.

What are the typical responsibilities of an associate mezzanine fund, and how does the role contribute to the overall investment process?

As an Associate in a Mezzanine Fund, your primary responsibilities include conducting financial analysis, building financial models, performing due diligence on potential investments, and preparing investment memos for internal review. You will often work closely with senior team members to evaluate deal structures, assess risk, and negotiate terms with portfolio companies. Additionally, Associates play a key role in monitoring existing investments by tracking performance metrics and preparing regular reports. The role is highly collaborative, requiring frequent interaction with investment partners, legal advisors, and portfolio company management teams.

What are the key skills and qualifications needed to thrive as an associate mezzanine fund, and why are they important?

To thrive as an Associate in a Mezzanine Fund, you typically need strong financial analysis, modeling, and due diligence skills, supported by a degree in finance, accounting, or economics. Proficiency in Excel, financial modeling software, and experience with deal management systems or databases like Capital IQ are commonly required. Exceptional communication, negotiation, and relationship-building abilities help you stand out in interactions with clients and stakeholders. These skills are crucial for accurately assessing investment opportunities, supporting deal execution, and contributing to the fund's overall performance.

What is the difference between Associate Mezzanine Fund vs Associate Private Equity Fund?

AspectAssociate Mezzanine FundAssociate Private Equity Fund
Required CredentialsBachelor's degree, finance or related field, often CFA or similar certificationsBachelor's degree, finance, accounting, or related field, often CFA or CPA
Work EnvironmentInvestment firms focusing on mezzanine debt, analyzing debt instruments and deal structuringPrivate equity firms, analyzing equity investments, due diligence, and portfolio management
Employer & Industry UsagePrivate debt and mezzanine funds within private equity or credit firmsPrivate equity firms investing in buyouts and growth capital

While both roles involve financial analysis and deal evaluation, Associate Mezzanine Funds focus on debt instruments in mezzanine financing, whereas Associate Private Equity Funds concentrate on equity investments in companies. The roles share similar credentials but differ in investment type and focus area.

What cities are hiring for Associate Mezzanine Fund jobs?

Cities with the most Associate Mezzanine Fund job openings:

What are the most commonly searched types of Mezzanine Fund jobs?

The most popular types of Mezzanine Fund jobs are:

What states have the most Associate Mezzanine Fund jobs?

States with the most job openings for Associate Mezzanine Fund jobs include:

Infographic showing various Associate Mezzanine Fund job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $141,209 per year, or $67.9 per hour.

Senior Underwriter Commercial Real Estate

Wealthy Group of Companies LLC

New York, NY โ€ข On-site

$200K - $250K/yr

Full-time

Re-posted 5 days ago


Job description

We are a rapidly growing commercial real estate capital markets advisory, focused exclusively on securing competitive debt solutions across all major property types. With a track record of underwriting approximately 85 transactions each year, our firm is recognized for delivering tailored financing strategies to investors, developers, and owners. Our approach emphasizes speed, precision, and integrity-whether underwriting stabilized acquisitions, construction and bridge facilities, or complex mezzanine and preferred equity placements. By maintaining strong relationships with a wide spectrum of capital providers-including banks, life companies, debt funds, CMBS platforms, mortgage brokers, and private lenders-we ensure our clients have access to the most competitive terms in the market. The organization is built on a high-performance culture where client service, disciplined execution, and long-term partnership are the foundation of success.

This position is a Senior Underwriter role designed for an experienced professional with deep expertise in commercial real estate (CRE) debt underwriting, including hands-on brokerage experience. You will play a critical role in evaluating and structuring approximately 85 deals per year across diverse asset classes, including multifamily, warehousing, strip malls, office, retail, industrial, hospitality, and specialty assets. The role demands a seasoned underwriter who understands the intricacies of CRE debt like the back of their hand, thrives in a fast-paced, high-volume environment, and can deliver precise, high-quality underwriting to support the firm's origination and closing process. You will work closely with originators, analysts, and capital providers, leveraging your extensive brokerage and underwriting experience to ensure deals are structured competitively and meet lender requirements. The role is best suited for a detail-oriented professional with a proven track record in CRE underwriting, who values being part of a lean, entrepreneurial team with direct access to decision-makers and a meaningful impact on the firm's continued growth.

Responsibilities
  • Underwrite approximately 85 CRE debt transactions per year, spanning all major asset classes (multifamily, warehousing, strip malls, office, retail, industrial, hospitality, and specialty assets).

  • Conduct thorough due diligence and financial analysis, including cash flow modeling, pro forma underwriting, DSCR/DY calculations, and leverage assessments to ensure deals meet lender credit frameworks.

  • Structure and price debt requests (perm, bridge, construction, mezzanine/preferred equity, agency/CMBS) to maximize proceeds while maintaining deal viability and lender appeal.

  • Review and validate business plans, translating them into financeable narratives; prepare underwriting packages, including teasers, lender lists, and process calendars.

  • Anticipate and resolve potential friction points in underwriting, addressing issues proactively to ensure smooth committee approvals.

  • Collaborate with originators to refine capital stack strategies and negotiate term sheets that align with borrower goals and lender requirements.

  • Maintain rigorous pipeline hygiene, providing accurate forecasting, risk assessments, and status updates to internal stakeholders and clients.

  • Leverage deep market intelligence to stay informed on rate movements, leverage trends, spreads, and lender program appetites across asset classes.

  • Partner with analysts/associates to produce timely models, comps, offering memoranda (OM) materials, and closing checklists.

  • Represent the firm in meetings with borrowers, lenders, mortgage brokers, and capital providers in NYC and regularly in Lakewood, NJ (~weekly), with occasional travel for site visits.

  • Uphold a high-touch client experience through proactive updates, transparent expectation setting, and on-time execution of underwriting deliverables.

Qualifications
  • Must come directly from a capital markets lending, brokerage, or closely related CRE debt underwriting role (bank, debt fund, life company, CMBS/agency, or mortgage brokerage).

  • Extensive experience underwriting CRE debt across multiple asset classes, with a demonstrated track record of handling high-volume deal flow (ideally 80+ transactions annually).

  • Deep command of capital structures, leverage metrics, DSCR/DY, pro forma underwriting, and lender credit frameworks.

  • Exceptional analytical and financial modeling skills, with the ability to structure complex deals under tight deadlines.

  • Strong negotiation skills with lenders, brokers, and sponsors; adept at optimizing deal terms, pricing, and structure.

  • Process discipline in fast-paced, high-volume environments; calm under time pressure and committee deadlines.

  • Clear, concise communicator; credible in presenting underwriting findings to institutional and entrepreneurial sponsors.

  • NYC-based with the ability to be in Lakewood, NJ approximately once per week (or as business needs dictate).

Compensation
  • Base Salary: $250,000

  • Bonuses: Performance-based bonuses tied to underwriting volume and quality of closed transactions (discrete bonus components)

  • On-Target Earnings: Approximately $300,000 in Year 1, contingent on meeting agreed-upon production and quality goals; meaningful upside beyond Year 1 as volume scales

Employment Type: FULL_TIME