What are the responsibilities and job description for the Financial Analyst position at Berkadia?
Position Summary
The Financial Analyst will become an expert on market elements that impact Affordable Housing Real Estate and perform in-depth financial analysis to evaluate Affordable Housing Real Estate assets. The Financial Analyst will assist an Investments Sales team with financial analysis and preparing market data to be utilized in various client-facing documents and presentations. This position is best suited for candidates with long-term aspirations to grow with Berkadia. We are seeking an individual who is results-driven, passionate about perfection, and excited about getting involved in a rapidly growing company at the ground floor. The role will have a strong focus on quantitative analysis and financial modeling matched with practical business application.
Responsibilities
Essential Duties (Primary Responsibilities) include the following.
- Develop and maintain sophisticated financial underwriting models for commercial real estate development, acquisition, and disposition.
- Breakdown and analyze P&L statements, rent rolls and regulatory agreements.
- Utilize and maintain databases that track investment sales activity, construction pipeline, and other relevant real estate metrics.
- May occasionally present and support analyses to clients.
- 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.
- Establish strong working relationships with the team to understand and identify their needs for market intelligence.
Qualifications
Qualifications to perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the experience required.
- Exceptionally strong Excel modeling skills
- Experience with data analytics such as demographics, competitors, industry, and real estate trends, etc.
- Organized and highly detail-oriented; accustomed to allocating 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 a must.
- Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
- Must be proficient in MS Office Suite (Outlook, Word, PowerPoint, and Excel).
- Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.
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