Careers at CASE

SENIOR PARALEGAL & FINANCIAL ANALYST

Location: New York City, NY (In-Person Only)
Job Type: Full-Time
Start Date: May 1st
Reports to: Managing Partner

SECTIONS:
1. The Opportunity
2. What You’ll Do
3. What You’ll Master on the Job
4. Baseline Requirements (Who You Are)
5. Our Culture
6. Compensation & Benefits
7. How to Apply

1. THE OPPORTUNITY
We are not a typical firm, and this is not your typical paralegal or analyst role.

We're looking for a rare hybrid professional — someone with deep commercial real estate paralegal expertise who also understands finance and is ready to grow into a high-stakes workout and acquisitions position. You'll bridge the gap between legal analysis and investment strategy, working directly with senior leadership on some of the most complex deals in distressed CRE.

You'll start by doing what you do best, analyzing loan documents, abstracting critical clauses, reviewing leases, and supporting our strategy. You will also be supporting those who are building and maintaining our financial models, as well as those on the front lines negotiating — all skills that you can expect to learn in real-time on live workouts.

This isn't a back-office legal support role and there will be lots of interaction. You'll be in the room with principals, lenders, and institutional partners, helping structure and restructure transactions that matter.

We don’t hire many people — but the ones we do, we invest in. This is a platform for growth, mentorship, and long-term upside, not just a job.

If you're a sharp paralegal professional who matches our culture and is ready to expand beyond pure legal work and into the business of real estate and finance, this is your launchpad.

2. WHAT YOU’LL DO
Legal Analysis & Document Review (Core Responsibility)

• Analyze and abstract loan documents and other agreements.

• Identify key clauses related to defaults, guarantees, cross-collateralization, springing recourse, and distressed asset provisions

• Review and summarize leases, rent rolls, estoppels, and SNDAs

• Support internal legal operations: NDAs, engagement letters, and internal compliance documentation

• Compile detailed legal memos summarizing document structures, risks, and strategic considerations

• Coordinate with external counsel and track legal milestones across active transactions

Financial Analysis & Underwriting (Growth Component)

• Review and edit Excel models for acquisitions, restructurings, and distressed debt workouts (training and mentorship provided)

• Analyze operating statements, capital stack structures, and debt waterfalls to align with what you’ve discovered or interpreted in the legal review

• Review third-party reports: appraisals, environmental reports, property condition assessments, and engineering studies to identify risk factors.

Investment & Asset Management Support

• Support capital structuring analysis and recapitalization strategies

• Track asset performance and covenant compliance across active investments

• Coordinate with brokers, lenders, attorneys, and institutional partners

• Assist with site visits, investment committee memos, and transaction summaries

3. WHAT YOU’LL MASTER ON THE JOB
✓ Advanced financial modeling and underwriting across all CRE asset classes
✓ Real-time exposure to distressed assets, workouts, and complex capital stacks
✓ High-level investment structuring and decision-making
✓ Mastery of tools like Argus, CoStar, and advanced Excel functions
✓ Institutional-grade communication and presentation skills
✓ Strategic legal analysis applied directly to investment decisions

4. BASELINE REQUIREMENTS (WHO YOU ARE)
Legal Experience (Required)

• 7+ years of experience as a paralegal in commercial real estate, real estate finance, or structured finance

• Paralegal certificate or formal paralegal training required

• Deep familiarity with sophisticated mortgage loan documents: PSAs, intercreditor agreements, and optionally: workout documentation, and distressed debt structures

• Strong lease review and abstraction skills across all major CRE asset classes

• Ability to identify and flag critical legal and business issues in complex transaction documents

• Experience supporting internal legal operations: NDAs, corporate documentation, compliance tracking

Baseline Financial & Analytical Skills (Required)

• Baseline understanding of commercial real estate finance: cap rates, NOI, debt service coverage, loan-to-value, capital stack structures

• Basic Excel: comfortable with formulas and financial calculations (advanced modeling skills will be developed on the job)

• Ability to read and interpret financial statements, rent rolls, and operating budgets

• Exposure to CMBS, distressed assets, or structured finance strongly preferred

Core Competencies

• Strong written and verbal communication skills

• Extreme attention to detail and organizational excellence

• Self-starter mentality: you don’t wait to be told what to do

• Intellectual curiosity and hunger to learn finance and deal structuring

• Bachelor’s degree preferred (may be waived for exceptional candidates with strong paralegal credentials)

5. OUR CULTURE

At CASE, we solve complex real estate and finance problems with speed, discipline, and creativity. We’re not just advisors, we are and think like owners. That mindset shapes how we work, how we show up, and how we grow.

We’re structured for adaptability, not bureaucracy. There’s always clear leadership and accountability on every engagement, but the way we execute shifts based on what the situation demands.

Think of it like a football team (stay with us if sports aren’t your thing): there’s a quarterback calling the play, but the formation of where the players locate on the field changes based on what the defense shows. Sometimes you need a heavy run package; sometimes you need to spread the field. The point is, we study the situation, put the right people in the right positions, and execute as a unit.

Everyone has a defined role, the playbook is deep, and decisions are made decisively, but the goal is always the same: drive the ball down the field and win together.

Here’s what defines our culture:

• 🧭 Discipline to Stay Different: We ignore noise and chase real value. We don’t follow the herd, we lead with clarity, rigor, and conviction.

• ⚡ Bias to Action: When the facts are strong, we move. We don’t wait for perfect, we tighten as we go. Additionally, if your work isn’t challenging or motivating, speak up. We can easily fix that. We expect proactive communication and accountability. Disengagement is not part of our DNA.

• 🛠️ Ownership Mentality: If you see a problem, surface it and propose next steps. You’re expected to ask questions, take initiative, and own your outcomes. We also collaborate across functions. Signals become strategy here.

• 🧠 Comprehension Over Compliance: We don’t just check boxes, we understand the short-term task, the midterm goal, and the long-term objective. If you don’t know, ask.

• 🎯 Professionalism Without Pretension: Be direct, respectful, and prepared. Treat everyone: clients, colleagues, and counterparties with integrity and respect.

• 🚀 Growth Is Earned Through Action: At CASE, growth isn’t handed out, it’s earned. The more you take on, the more you’ll be trusted with. You’ll be given real responsibility and meaningful latitude early -- keeping that trust is up to you. There’s no ceiling here. If you’re hungry, the sky is the limit.

This is a place for people who want to build something real. If that’s you, we’d love to meet you.

6. COMPENSATION & BENEFITS

💰 Base Salary: $100,000 – $130,000 (based on experience and skill level)
🎯 Bonus: Profit Sharing Structure
🚀 Growth: Fast-track to greater compensation and deal participation
🩺 Benefits: Medical, dental, vision, life insurance, and paid time off

7. HOW TO APPLY

Use the convenient form at the right to send your resume and a brief cover note that captures our attention—and imagination.

Tell us:

• What you’re building in your career

• How you’ve already started doing it

• Why you’re uniquely qualified to thrive in this hybrid role

We’re not just looking for experience, we’re looking for energy, ambition, culture fit and upside.

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CASE is an equal opportunity employer. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, marital status, familial status, veteran status, genetic information, citizenship status, or any other characteristic protected by applicable federal, state, or local law.