Valuation Analyst

The Opportunity

The Valuation Analyst will be assigned a portfolio of loans and collateral and will be expected to prepare market, risk and valuation analyses based upon different client’s requirements.

What it takes to be successful in this role

• Analyze loan and real estate collateral data including loan documents, third-party reports and current market data and prepare written reports that include current valuations and related discussions.
• Assist in the preparation of collateral valuations and reporting assignments, with responsibility for completing such assignments being increased over tenure in the position.
• Perform local and National real estate market analyses on a wide range of public and private entities using all accepted and relevant valuation approaches.
• Independently gather data pertinent to an engagement through direct client interaction, including personal and telephone interviews with market participants including brokers, appraisers, investors, real estate developers and asset managers.
• Collect, organize, analyze, and report market data through internal and external data sources, and understand research related databases and software programs.
• Closely monitor the local and regional commercial real estate markets and reporting on any pertinent news or trends.
• Conduct property-level due diligence and/or inspect properties as part of the valuation process.
• Estimate the market value of collateral/security for real estate loans in accordance with internal policies/procedures, industry standards, and regulatory requirements.
• Interview real estate market participants for rent surveys, sales verifications, and subject property analysis.
• Review industry surveys and benchmarks, economic and demographic trends.
• Participate in periodic conference calls with various clients.
• Perform other duties as assigned.

Travel Expectations

Minimal domestic travel required (10-20%)

Work Location

Due to the nature of the responsibilities, this role allows for some remote work, but is primarily required to be onsite within a designated Berkadia office (3+ days/week).

Qualifications

• Bachelor's degree in Business Administration, Finance, Mathematics, Economics, or Real Estate related area is preferred.
• Exposure to multifamily or commercial real estate transactions and analytics is preferred.
• Proficient in ARGUS and capable of developing discounted cash flow modeling in Excel.
• Ability to independently travel to property inspections and/or conduct market research.
• Bachelor’s degree or equivalent
• Minimum one year of recent commercial real estate experience.

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