Sr Analyst - Multifamily Investment Sales

Berkadia Real Estate Advisors•Irvine, CA

About The Position

The Senior Financial Analyst conducts comprehensive financial analyses to assess commercial real estate assets and develops expertise in market factors that influence the industry. The role supports the preparation of financial analyses and market data for client-facing documents and presentations. It also uses market intelligence to support deal narratives and occasionally presents analyses to clients.

Requirements

  • Proficiency in the Microsoft Office suite, including exceptionally strong Excel modeling skills and experience with VBA and complex formulas.
  • Skill in data analytics, including demographics, competitors, and industry trends.
  • Ability to simplify and communicate complex ideas effectively through writing and data visualization.
  • Organized and detail-oriented, with a focus on accuracy and thoroughness.

Nice To Haves

  • Experience using Adobe Creative Suite.

Responsibilities

  • Analyze profit and loss statements and rent rolls.
  • Manage and update databases tracking investment sales activity, construction pipelines, and other key real estate metrics.
  • Occasionally present analyses and provide support to clients.
  • Review industry surveys, benchmarks, and economic and demographic trends.
  • Conduct research and write market intelligence for marketing materials, ensuring accuracy and clarity.
  • Prepare and present analytical results, including graphics and charts, clearly and concisely.
  • Build strong working relationships with team members to understand and address their market intelligence needs.
  • Use market intelligence to develop compelling narratives for deals.
  • Perform other duties as assigned.

Benefits

  • Monthly paid volunteer hours and donation matching to benefit communities.
  • Employee Resource Groups.
  • Fertility and family planning services.
  • Up to 12 weeks of fully paid parental leave.
  • Mental health care, including free counseling sessions.
  • Tuition reimbursement.
  • Pet insurance discounts.
  • Additional benefits.
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