Financial Analyst

The Opportunity

The Financial Analyst will become an expert on market elements that impact Affordable Multifamily Commercial Real Estate and perform in-depth financial analysis to evaluate Affordable Multifamily Commercial Real Estate assets (primarily properties governed under the LIHTC program). 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 Berkadia and are results-driven, passionate about perfection, interested in Affordable Housing, 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 qualitative analysis and practical business application

Responsibilities

Essential Duties (Primary Responsibilities) include the following.

• Develop and maintain sophisticated financial underwriting models for commercial real estate development, acquisition and disposition.
• Breakdown and analyze P&L statements and rent rolls.
• Analyze and interpret complex Regulatory Agreements 
• Stay apprised of and research LIHTC statutory changes 
• 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.

What you will need to be successful 

• Strong Understanding of Accounting and Financial Principles
• Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
• Experience with 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 analyze and interpret complex Regulatory Agreements 
• Ability to work effectively both as an individual and as part of a team are a must.
• Experience using 3rd Party Real Estate Research platforms (CoStar, Yardi, Matric, etc.) 
• Real Estate industry experience is a plus

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