Senior Analyst - Transactions

Franklin Templeton•New York, NY

3d•$115,000 - $120,000

About The Position

Clarion Partners is seeking a Senior Analyst to support real estate investment transactions. The role involves building and modifying discounted cash flow and other cash flow projection models using Excel and Argus, applying judgment to underwriting assumptions and pricing and return parameters, and conducting detailed due diligence on prospective investments. The analyst prepares and supports the presentation of preliminary and final investment memoranda to investment committees and portfolio management personnel. The position also includes monitoring property and portfolio financial performance; creating and maintaining portfolio models; assisting with financing and disposition transactions; preparing and reviewing portfolio-level and client reports; and handling ad-hoc reporting and special projects. Up to 25% of the analyst’s time may be devoted to asset management, portfolio management, or research tasks.

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.
Experience underwriting commercial and residential asset types.
Experience preparing written investment recommendations and participating in investment opportunity presentations.
Excellent writing and financial or quantitative skills, and fluency in Excel and Argus.
Strong interpersonal communication and writing skills, a high degree of integrity, and a strong work ethic.
Ability to undertake detailed analyses and make well-reasoned, decisive recommendations to senior management.
Ability to work proactively and effectively in a fast-paced, deadline-driven environment with minimal supervision.
Ability to allocate time among multiple tasks and demands, adapt to changing priorities and tight deadlines, and pursue multiple opportunities concurrently.

Nice To Haves

Advanced degree.
Experience underwriting development opportunities.

Responsibilities

Assemble and modify discounted cash flow and other investment projection models using Excel and Argus.
Develop and assess underwriting assumptions, pricing, and return parameters.
Assist with due diligence for new investments, including reviewing environmental and engineering reports, title, survey, historical financial statements, leases, and market research.
Prepare and assist with presenting preliminary and final investment memoranda to investment committees and portfolio management personnel.
Monitor and analyze the financial performance of properties and portfolios.
Create and maintain portfolio models.
Assist with financing and disposition transactions.
Assist with the preparation and review of portfolio-level and client reports.
Prepare ad-hoc reports and assist with special projects.
Spend up to 25% of work time on asset management, portfolio management, or research tasks.