Senior Analyst - Transactions

Clarion Partners • New York, NY

1d • $115,000 - $120,000

About The Position

Clarion Partners is hiring a Senior Analyst - Transactions to support real estate investment analysis and transaction execution. The role involves building and modifying discounted cash flow projection models using Excel and Argus, conducting due diligence on prospective investments, and preparing investment memoranda for investment committees and portfolio management personnel. The analyst will also monitor property and portfolio performance, maintain portfolio models, assist with financing and disposition transactions, and prepare portfolio-level, client, and ad hoc reports. Up to 25% of the analyst’s time may be spent on asset management, portfolio management, or research tasks.

The analyst will review third-party environmental and engineering reports, title, surveys, historical financial statements, leases, and market research. The position requires developing informed underwriting assumptions and pricing and return parameters, reviewing substantial data, writing investment recommendations, and helping present investment opportunities. The role also includes special projects as needed and requires managing multiple opportunities and changing priorities in a fast-paced, deadline-driven environment.

Clarion Partners is an independent Specialist Investment Manager owned by Franklin Templeton. It manages real estate strategies for institutional investors and describes its culture as focused on employee well-being, inclusion, and career and personal development. If based in New York, the stated base salary range is USD $115,000–$120,000; actual compensation depends on factors including experience, job-related knowledge, and qualifications. The salary range does not include other compensation or benefits, and roles outside Los Angeles follow a separate local-market compensation process.

Requirements

• Bachelor’s degree in real estate or finance.
• At least 2 years of postgraduate experience.
• Strong financial analysis and modeling skills, including high competency in preparing cash flows.
• A proven track record of deploying capital into investments that generate projected returns and create long-term value for stakeholders.
• Experience underwriting investments in commercial and residential asset types.
• Experience preparing written investment recommendations and participating in investment opportunity presentations.
• Excellent writing skills and strong financial and quantitative skills.
• Fluency in Excel and Argus software.
• Strong interpersonal and communication skills and a high degree of integrity.
• Ability to undertake detailed analyses and make well-reasoned, decisive recommendations to senior management.
• Ability to work efficiently with minimal supervision, allocate time across multiple tasks and demands, adapt to changing priorities and tight deadlines, and pursue multiple opportunities concurrently.
• Proactive, self-motivated approach and strong work ethic.

Nice To Haves

• An advanced degree.
• Experience underwriting development opportunities.

Responsibilities

• Assemble and modify discounted cash flow and cash flow projection models for investments using Excel and Argus.
• Review due diligence materials, including third-party environmental and engineering reports, title, surveys, historical financial statements, leases, and market research.
• Prepare and assist with presenting preliminary and final investment memoranda to investment committees and portfolio management personnel.
• Develop and form opinions on underwriting assumptions and appropriate pricing and return parameters.
• Monitor and analyze the financial performance of properties and portfolios.
• Create and maintain portfolio models.
• Assist with financing and disposition transactions.
• Assist with preparing and reviewing portfolio-level and client reports.
• Prepare ad hoc reports and assist with special projects as needed.
• Spend up to 25% of time on asset management, portfolio management, or research tasks.
• Participate in investment opportunity presentations and prepare written investment recommendations.

Benefits

• Highly competitive and expansive health care coverage.
• Comprehensive 401K.
• Company-sponsored volunteer opportunities.
• Individual volunteer time off.
• Parental leave and childcare programs.
• Other benefits and discount purchase programs.
• Tools, resources, and learning opportunities to support career and personal development.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior