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 Multifamily Commercial Real Estate and perform in-depth financial analysis to evaluate Multifamily 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 Berkadia 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, financial modeling, and qualitative analysis to evaluate and analyze multifamily markets.

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

• Develop and maintain sophisticated financial underwriting models for commercial real estate development, acquisition and disposition.
• Breakdown and analyze P&L statements, rent rolls, accounts receivable reports, trade-out reports, and other property level trackers.
• 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 market surveys and benchmarks, economic and demographic trends.
• Actively assist in 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.
• Work closely and provide clear instructions to the rest of the support team when preparing marketing materials to ensure an efficient process and completion on time.
• 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.
• 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. Understand the mission.
• 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.

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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