Financial Analyst

About the Role

The Financial Analyst will become an expert on market elements that impact Commercial Real Estate and perform in-depth financial analysis to evaluate Commercial 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 the company and are 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.

Key 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.
• 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.
• Other duties as assigned.

Requirements & Tech Stack

• Advanced Excel modeling skills, including proficiency in VBA and complex formulas.
• Strong data analytics experience in demographics, competitors, and industry trends.
• Highly organized and detail-oriented, with a commitment to accuracy and thoroughness in all tasks.
• Commercially astute, with the ability to understand and address the needs of diverse client groups such as investment management firms, brokers, and lenders.
• Excellent communication skills, capable of simplifying and conveying complex ideas through writing and data visualization to varied audiences.

Qualifications

• Bachelor's Degree or equivalent.