2024 Rotational Analyst Program, Irvine

The Opportunity

Are you seeking an opportunity to grow your skills and build your career while shaping the future of the Commercial Real Estate (CRE) industry? If so, consider applying for Berkadia’s Rotational Analyst Program! We’re seeking 8 total Rotational Analysts to join our 2024 cohort, beginning July, in various U.S. offices.

The Program Details

Berkadia’s Rotational Analyst Program is changing the way the industry trains and develops CRE analysts around the many facets of the production business. As a Rotational Analyst, you’ll engage in a comprehensive onboarding experience where analysts will be introduced to:

• Berkadia’s culture;
• Client-facing business segments;
• Supporting groups and technologies;
• Berkadia employees, ranging from analysts through members of executive leadership

Once onboarding is complete, you will return to your local offices and begin a series of two, 6-month rotations in two production business groups -- Investment Sales and Mortgage Banking. You’ll play a critical role in executing and supporting business for our multi-billion-dollar capital markets platforms. Along the way, you’ll receive mentorship and coaching from a program manager, rotation manager, and peer mentor.

The Program Rotations

While supporting Investment Sales, you will primarily assist Investment Sales Advisors with client and property financial analysis and with extracting/manipulating/preparing market data. Example tasks in Investment Sales include:

• Assisting Investment Sales Advisors in preparation of investment memorandums and valuations for review by senior executives;
• Gathering market research for managers to support procurement and analysis of market rents and expenses, comparable sales, market trends, etc.;
• Preparing financial analysis and projections for acquisition and disposition opportunities so that senior executives can evaluate the financial feasibility and viability of each project;
• Analyzing P&L statements and rent rolls.

While supporting Mortgage Banking, you will focus on reviewing and evaluating new loan opportunities and serve as a key point of contact for tracking the progress of those opportunities through the loan cycle. Example tasks in Mortgage Banking include:

• Reviewing Excel-based underwriting workbooks and narrative presentations;
• Reviewing, sizing and pricing transactions with the product originations team during the quote process;
• Drafting quotes to the business and credit teams;
• Adding quotes to internal tracking (CRM) system;
• Preparing loan applications.

Upon completing the 12-month rotational period, you will partner with local and program leadership to identify permanent placement into Investment Sales or Mortgage Banking as determined by career interest, performance, and office needs. 

What you will need to be successful for this role:

• Bachelor’s degree or equivalent;
• Proficiency in Microsoft Office including Outlook, Word, PowerPoint, and Excel;
• Strong organizational skills and ability to multitask in a fast-paced environment with competing priorities;
• Outstanding attention to detail;
• Ability to manage expectations, informing stakeholders of potential delays due to conflicting priorities;
• Can-do, proactive attitude that can mean making suggestions and giving options rather than waiting for answers;
• Able to communicate clearly both verbally and in writing with all levels of an organization.

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