Analyst, Associate Development Program

Purpose and Job Summary

Lument is currently seeking to hire Analysts for its Associate Development Program (“ADP”) at its Columbus, Ohio and New York City offices.

The Associate Development Program (ADP) is a best-in-class program that develops entry-level analyst and associate talent. Participants in the ADP will undergo a comprehensive internal training program in commercial real estate, credit analysis, and Lument products, with exposure to the multifamily, affordable, and seniors housing sectors.

The diverse deal exposure provides an opportunity for participants to explore career paths over a 12-month period that best suits their strengths and interests before making a permanent career decision. Upon completion of this initial training, ADP participants will work closely with these areas of the business on various aspects of production, credit, and asset management support before direct placement in one of these groups.

The 12-month program is tailored towards recent undergraduate candidates, with recruiting focused from August to December. Individuals who are currently working with 1-3 years of experience are also eligible for consideration. As a growing firm with expanding services, there is excellent potential for professional development and promotion within the company.

Participants in the Associate Development Program will be required to reside in New York or Columbus, Ohio and be based in those offices for the 12-month duration of the program from July 2025-July 2026. The geographic location of permanent roles will vary dependent upon sector and line of business.

Essential Duties & Responsibilities

• Perform comprehensive financial analysis for transactions.

• Creation of credit profiles, mortgage insurance applications, and corresponding exhibits, offering memoranda, management, and board presentations, pitch books, and other material relevant to originating and executing leveraged finance, private financings, M&A, and financial advisory transactions.

• Participation in all stages of deals from engagement to closing, including day-to-day interactions with internal team and staff, clients, agencies, investors, and other funding participants.

• Provide support to loan originators and underwriters as necessary to help facilitate the due diligence process.

• Develop and apply basic knowledge of Lument programs, requirements, policies and procedures, and other mortgage and finance programs offered by Lument.

• Involvement in corporate and strategic initiatives as the need arises.

• Work professionally and harmoniously with team and coworkers.

• Committed to upholding and emulating the ORIX USA core values, which are: Pursue Excellence, Seize Opportunity, Live Honorably, Create Value, and Thrive Together.

• Other projects and duties as assigned.

Contacts

This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.

Education, Skills & Experience

• Bachelor’s degree in business, finance, accounting, real estate, or a related field required.

• Formal education, internship, or work experience in commercial real estate or sectors served by the firm preferred.

• Willingness to relocate required.

• Proficiency in Microsoft Office (with emphasis on Microsoft Excel).

• Excellent organizational, communication, presentation, and interpersonal skills.

• Ability to plan, organize, and prioritize assignments, and meet critical and established deadlines; Ability to manage multiple assignments and transactions simultaneously.

• Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities.

• Exceptional communicator with a professional business image and command of the English language, both verbally and in writing (spelling, grammar, and punctuation).

• Ability to learn quickly and demonstrated ability to work independently and as part of a high- performance team.

• Flexibility and ability to work under pressure with tight deadlines and constant interruptions; Ability to adjust priorities in a changing environment.

Annual base salary gross: $70,000 - $90,000 (NY only). The base salary range represents the estimated low and high end of the Lument's salary for this position. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of Lument’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.