Financial Analyst
The primary responsibility of the Financial Analyst position is financial modeling and underwriting real estate acquisitions and financing including, multifamily, medical office, self-storage, student housing, senior housing, and industrial assets along with other asset classes to be determined. The goal of this position is to perform accurate financial models and projects with the result of successful and profitable assets. The Financial Analyst will present findings to the management team and participate in the acquisition decision-making process.
CORE RESPONSIBILITIES:
- Demonstrates highest standards of personal and professional integrity, adheres to company’s policies and procedures, and complies with applicable laws, government rules and regulations.
- Performs complex excel based financial modeling and underwriting for potential real estate acquisitions.
- Reads, abstracts, and analyzes real estate-related documentation (i.e., offering memorandums, leases, term sheets, LOIs and contracts).
- Performs due diligence and research of real estate markets and tenants.
- Analyzes tenant financial statements for current and past trends in key performance indicators including revenue, expenses, and cash flow, as well as financial position indicators such as liquidity and leverage.
- Clearly and concisely communicates findings to all relevant parties.
- Prepares clear concise summary documentation and spreadsheets that support and explain the basis of the analyses for use in presentations, proposals and/or reports; presents research and underwriting recommendations to decision makers.
- Interacts with Senior Management relative to the evaluation of acquisitions and underwriting strategies.
- Updates underwriting in conjunction with review and input by members of the department.
- Completes special project and Adhoc reports.
- Other duties as assigned.
QUALIFICATIONS:
Education
- This position requires a Bachelor’s degree (B.A.) in Real Estate Finance or related discipline from a four-year college or university or equivalent professional knowledge and/or work experience.
Experience:
- This position requires 0 to 3 years of prior professional experience, preferably with an understanding of real estate financial language and terms.
Skills:
- Keyboarding skills are required for this position.
- Intermediate skills in Microsoft Word and Outlook are required for this position.
- Advance skills in Excel are preferred for this position.
- Intermediate skills in Argus are preferred for this position.
We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations.
We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes.
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