Financial Analyst

Berkadia•San Francisco, CA

27d•$75,000 - $85,000•Onsite

About The Position

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance? Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia. Berkadia needs a real estate analyst to work in its San Francisco office with a veteran multifamily investment sales team. This job offers exposure to sales of existing apartment properties, usually one hundred units or more, as well as land sales and joint venture equity raises. The duties of the real estate analyst will include underwriting, conducting rent surveys, writing offering memorandums, and responding to investor questions. We need someone who has strong analytical skills, but also writes very well, and has an eye for graphic design. Strong attention to detail is important. We Innovate to shape the future of CRE, so in this role you will: 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

Advanced Excel modeling skills, including proficiency in VBA and complex formulas, complemented by 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.
1-3 years of experience in a similar position

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.