Senior Financial Analyst

Position Summary

The Senior Financial Analyst is an expert on market elements that impact Multifamily Commercial Real Estate and can perform in-depth financial analysis to evaluate Multifamily Commercial Real Estate assets. This person will assist the Investments Sales team with financial analysis and preparing market data in a written format to be utilized in various client-facing documents and presentations. This position is best suited for candidates with long-term aspirations to grow with the team and are results-driven, passionate about perfection, and excited about the opportunity. The role will have a strong focus on quantitative analysis and financial modeling matched with practical business application.

Responsibilities

• Develop and maintain sophisticated financial underwriting models for commercial real estate development, acquisition and disposition.
• Breakdown and analyze P&L statements and rent rolls.
• Utilize and maintain databases that track investment sales activity, construction pipeline, and other relevant real estate metrics.
• Review industry surveys and benchmarks, economic and demographic trends.
• Actively assist in the research, writing, and proofing of market intelligence for marketing materials.
• Assist with preparing and presenting the results of the analysis, including graphics and charts, in a clear and concise manner.
• Assist with the management and document listing agreements and contracts of sale in compliance with corporate and appropriate Department of Real Estate requirements, as needed.
• Help to manage coordination of documents related to closings and following up on required items when necessary.
• Compose miscellaneous real estate documentation including real estate listing agreements, receipt for commission funds, real estate purchase agreements, and supporting transaction data.
• Establish strong working relationships with the team to understand and identify their needs for market intelligence.

What you will need to be successful in this role

• Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas
• Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
• Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
• Organized and highly meticulous; accustomed to allocating sufficient time to double-check work
• Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders
• Strong work ethic with the ability to work independently and deliver results with minimal supervision
• Ability to work effectively both as an individual and as part of a team are necessary
• Must be proficient in MS Office Suite (Outlook, Word, PowerPoint, and Excel).
• Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.
• Willingness to travel as required

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