Financial Analyst

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?

Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.

We Innovate to shape the future of CRE, so in this role you will:

• Develop and maintain sophisticated financial underwriting models for commercial real estate development, acquisition and disposition.

• Breakdown and analyze P&L statements and rent rolls.
• Utilize and maintain databases that track investment sales activity, construction pipeline, and other relevant real estate metrics.
• May occasionally present and support analyses to clients.
• Review industry surveys and benchmarks, economic and demographic trends.
• Actively assist in the research, writing, and proofing of market intelligence for marketing materials.
• Assist with preparing and presenting the results of the analysis, including graphics and charts, in a clear and concise manner.
• Establish strong working relationships with the team to understand and identify their needs for market intelligence.
• Other duties as assigned.

We Stand for Excellence, so to achieve success in this role you should have:

• Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
• Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
• Organized and highly detail-oriented; accustomed to allocating time to double-check work.
• Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders.
• Strong work ethic with the ability to work independently and deliver results with minimal supervision.
• Ability to work effectively both as an individual and as part of a team are a must.
• Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
• Must be proficient in MS Office Suite (Outlook, Word, PowerPoint and Excel).
• Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities 
• Employee Resource Groups that help you grow with us
• Fertility and family planning services  
• Up to 12-weeks of fully paid parental leave   
• Mental health care, including free counseling sessions:  
• We'll help you fund your learning journey with generous tuition reimbursement 
• Pet insurance discounts 
• And more! 

Be the Next Big Thing. Be Berkadia.

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Last updated on Aug 27, 2024