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.

The Financial Analyst will become an expert on market elements that impact Commercial Real Estate and perform in-depth financial analysis to evaluate Commercial Real Estate assets. The Financial Analyst will assist an Investments Sales team with financial analysis and preparing market data to be utilized in various client-facing documents and presentations. This position is best suited for candidates with long-term aspirations to grow with the company and are results-driven, passionate about perfection, and excited about getting involved in a rapidly growing company at the ground floor. The role will have a strong focus on quantitative analysis and financial modeling matched with practical business application.

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

●      Breakdown and analyze P&L statements and rent rolls.

●      Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.

●      Present and support analyses to clients [as needed].

●      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.

●      Transaction Management.

●      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.

●      Superior written and verbal communication skills.

●      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).

●      Advanced experience in CRE Research tools such as CoStar, Axiometrics, Real Capital Analytics, and Yardi Matrix.

●      A real estate salesperson license is preferred but not required.*

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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