Senior 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 Senior Financial Analyst will become an expert on market elements that impact Multifamily Real Estate and perform in-depth financial analysis to evaluate Multifamily Real Estate assets. The Senior Financial Analyst will assist the Investments Sales team with financial analysis and preparing market data to be utilized in various client-facing documents and presentations.

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

• Own the process to 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.
• Occasionally present and support analyses to clients.
• Review industry surveys and benchmarks, economic and demographic trends and incorporate them into presentations and marketing materials.
• Actively research, write, and proof market intelligence for marketing materials.
• Prepare and present 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.
• Utilize the market intelligence to craft the story for the deal.
• Assist in tracking progress on all projects and deals.
• 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 in discounted cash flow modeling and designing complex formulas.
• Experience with multifamily rent rolls, financial statements, and metrics.
• 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.
• Bachelor’s degree or equivalent.
• One to three years prior experience  in a similar position. Experience with Multifamily Real Estate preferred.

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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