Financial Analyst

Colliers International Valuation & Advisory Services•Oakland, CA

9d•Onsite

About The Position

Colliers is seeking a Financial Analyst to provide dedicated financial and analytical support to its Institutional Industrial Advisors team. The role supports a high-volume capital markets team and participates in every stage of transactions, including financial underwriting, market research, preparation of offering memoranda and pitches, marketing, due diligence, and closing. The Analyst works with brokers, marketing professionals, project administrators, and other transaction participants to develop accurate underwriting, evaluate investment opportunities, support business development, and communicate findings to the team and clients. The position involves creating and reviewing financial models and real estate documentation; conducting industrial market research and property analysis; preparing valuation materials and client presentations; supporting financing, buyer processes, due diligence, and transaction execution; and maintaining accurate property, market, investor, and transaction information. This is an onsite role in Colliers’ Oakland, California office. Applicants must be authorized to work in the United States on a full-time basis; visa sponsorship is not available.

Requirements

Bachelor’s degree in Real Estate, Finance, Accounting, Economics, or a related discipline, or an equivalent combination of education and experience.
2–3 years of experience in commercial real estate underwriting, financial analysis, or a related field.
Strong proficiency in Microsoft Excel.
Understanding of commercial real estate valuation, lease structures, property operating statements, debt terms, and investment return metrics.
Strong analytical and research skills, with a commitment to accurate data, consistent assumptions, and thorough quality control.
Ability to translate detailed financial analysis into clear written summaries and oral presentations for audiences with varying levels of financial knowledge.
Excellent written, verbal, and interpersonal communication skills.
Time management, organizational, and prioritization skills, including the ability to manage multiple assignments and meet tight deadlines.
Ability to work independently and collaborate effectively with brokers, marketing professionals, project administrators, and other transaction participants.
Current authorization to work in the United States on a full-time basis; the employer will not sponsor work visas.

Nice To Haves

Industrial real estate experience.
Experience using ARGUS Enterprise to underwrite income-producing commercial real estate.

Responsibilities

Develop financial models using Microsoft Excel and ARGUS Enterprise to evaluate property cash flow, lease rollover, mark-to-market potential, capital requirements, financing scenarios, and investment returns.
Analyze historical operating statements, budgets, rent rolls, leases, and current market conditions to establish and support financial underwriting assumptions.
Review and abstract leases, loan agreements, and other real estate documents to identify key terms, obligations, and risks; flag inconsistencies, missing information, and material financial issues; and recommend underwriting adjustments.
Research industrial leasing and investment sales comparables, tenant activity, vacancy, absorption, and new supply to support valuations and client recommendations.
Evaluate property characteristics that influence tenant demand and value, including clear height, loading, truck courts, power, yard space, and access to transportation infrastructure.
Analyze existing debt terms and potential prepayment costs, including yield maintenance and defeasance, to support financing and sale scenarios.
Prepare financial exhibits, valuation summaries, and supporting analysis for offering memoranda, broker opinions of value, pitch materials, and client presentations.
Explain underwriting assumptions, financial metrics, and sensitivity analyses to brokers and clients, support conclusions, and respond to questions.
Communicate with property managers, asset managers, owners, and other transaction participants to obtain information and clarify property-specific issues.
Support due diligence and transaction execution by organizing financial documents, responding to underwriting inquiries, and updating analyses as information becomes available.
Maintain accurate property, market, and transaction data and stay current on industrial and capital markets trends.
Assist senior brokers with the buyer process, including property tours, buyer inquiries, offer tracking, and evaluation of pricing, offers, and buyer feedback.
Support business development by preparing pitch materials and maintaining investor and prospect data for marketing and client presentations.