Financial Analyst
About The Position
This is an opportunity to join an award-winning senior investment sales team with significant opportunities for growth within one of the nation’s largest commercial real estate investment brokerages. This role will support one of the firm’s top-producing teams, delivering institutional-caliber investment analysis and valuations for high-profile commercial real estate assets. This role offers a unique opportunity to work directly with senior leadership on complex real estate investment opportunities and sophisticated financial modeling in one of the most competitive commercial real estate markets in the country. The Senior Real Estate Investment Analyst will lead financial analysis and underwriting for the team’s active deal pipeline across a wide range of commercial real estate investment opportunities and will be responsible for producing institutional-quality financial models and valuation analyses that support pricing strategy, client advisory, marketing initiatives, and high-value transaction execution. This position is supporting an agent team.
Requirements
- 3–7+ years of experience in commercial real estate financial analysis
- Advanced proficiency in Excel financial modeling, Argus, and CoStar
- Strong understanding of real estate valuation metrics, including IRR, NPV, cap rates, and DSCR
- Experience analyzing retail, office, mixed-use, and land development opportunities
- Ability to interpret property financial statements, leases, and market data to support investment underwriting and valuation analysis
- Exceptional attention to detail with the ability to manage multiple assignments and deadlines simultaneously
- Strong communication, writing, and presentation skills
- Ability to work under tight deadlines and complete projects on time with accuracy
- Strong understanding of zoning regulations and municipal ordinances to support financial modeling for development sites and detailed land residual analysis
- Self-motivated, team-oriented and capable of handling several tasks simultaneously.
Responsibilities
- Lead financial underwriting and investment analysis across all properties within the team’s deal pipeline, including cash flow modeling, IRR analysis, cap rate analysis, comparable sales analysis, owner-user analysis, land residual analysis, and sensitivity analysis.
- Review and analyze property financial statements, leases, and supporting documentation to determine appropriate underwriting assumptions, modeling approach, scope of analysis, and timing of financial deliverables.
- Build and maintain sophisticated financial models for single and multi-tenant retail, office, mixed-use, and redevelopment opportunities.
- Analyze comparable sales, lease data, market trends, and pricing dynamics across Southern California to support valuation and underwriting assumptions.
- Organize and present analytical findings, draw objective conclusions, and recommend appropriate modeling parameters and assumptions.
- Prepare investment memorandums, marketing copy, financial analyses, and investor presentation materials.
- Maintain underwriting consistency and quality control across all financial deliverables.
Benefits
- Competitive compensation and performance-based incentives
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
