Advisory Associate

About the Role

The Real Estate Valuation & Business Analytics Associate works within a team environment to actively assist in providing commercial real estate analytical, valuation, consulting, and other business advisory services to developers, REITs, investors, financial institutions, hospitality companies, lenders, and Fortune 500 companies. This position works on various stages of valuation engagements, including areas of specialized valuation for owner-occupied and multi-tenant properties specific to financial reporting.

Key Responsibilities

• Assists in the creation of valuation assignments by providing research and due diligence for real estate valuations and reviews.
• Performs data analysis on large datasets through mass appraisal techniques.
• Constructs valuation models.
• Assists with preparation of client deliverables.
• Researches property specific details, and manages internal records.
• Assists in structuring the required documentation associated with the valuation assignment.
• Abstracts legal documents associated with the transfers of ownership and leased properties.
• Assists in the loading of client data into databases to perform analysis.
• Cross references data amongst various sources.
• Composes appropriate narrative reports to support valuation analyses.
• Participates in external and internal client meetings.
• Other duties as required.

Requirements & Tech Stack

• Proficient in Microsoft Office Suite, specifically Word, Excel, and PowerPoint, required.
• Advanced skills in Excel modeling, preferred.
• Basic understanding of real estate.

Qualifications

• Bachelor’s degree, required, with a focus in Real Estate, Accounting, Economics, or Finance, preferred.
• Master’s degree in Real Estate, Accounting, Economics, or Finance, preferred.
• Internship or work study experience in valuation, corporate finance, or accounting environment, preferred.
• Real estate appraisal certification, preferred.

Other Skills & Abilities

• Excellent oral and written communication skills.
• Superior analytical skills with the ability to deconstruct complex issues.
• Capability of computer adaptability.
• Ability to analyze and organize high volumes of data.
• Strong organizational skills, specifically the ability to meet project deadlines with a focus on details.
• Ability to successfully multi-task while working independently or within a group environment.
• Ability to work in a deadline-driven environment, and handle multiple projects simultaneously.
• Ability to successfully interact with professionals at all levels.