Real Estate Analyst

AI overview

In this role, you will support acquisitions and underwriting teams by analyzing tax credit financed real estate transactions, ensuring feasibility and alignment with investment criteria.

Are you looking for the opportunity to make an impact?

Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investment sales and servicing platforms to provide superior client service. Let the strongest research, technology, capital relationships, and a nationwide network of industry professionals propel you to the next stage of your commercial real estate career. Be Backed by the Best. Be Berkadia.

The Real Estate Analyst will support the Acquisitions and Underwriting teams in reviewing, modeling, and analyzing tax credit financed real estate transactions. The Real Estate Analyst will work with senior staff to facilitate early-stage due diligence on project underwriting, sponsor, and market to ensure that proposed investments are feasible and align with our customers’ investment criteria.

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

  • Build and maintain financial models for tax credit financed real estate transactions
  • Support senior staff in initial review of transactions.
  • Assist in preparation of offer letters for potential investments.
  • Prepare deal summaries for presentation to investors and investment committee.
  • Coordinate with internal and external professionals on project specific analysis and reviews, including, but not limited to multifamily real estate development and operating proformas, tax credit applications, financial statements, construction, environmental reports, and market studies.
  • Interact with Acquisitions, Developer, Asset Management, Fund Management, and Investor Relations groups as needed to ensure timely, efficient, and thorough delivery of necessary materials in a timely manner.
  • Other duties as assigned.

We Stand for Excellence, so to achieve success in this role you should have:

  • Bachelor’s degree or equivalent
  • One to three years prior experience  in a similar position.
  • Strong working knowledge of Excel, Word, and other MS Office Suite programs.
  • Strong analytical skills, attention to detail and decision-making ability.
  • Strong working knowledge of financial modeling, cash flow analysis, and sensitivity analysis utilizing NPV and IRR preferred.
  • Experience in real estate private equity and/or LIHTC favored.
  • High social and emotional intelligence, desire and willingness to learn and teach.
  • High level of customer service skills.
  • Ability to prioritize in dynamic conditions, and meet challenging deadlines, multi-task.
  • Must have excellent organizational, verbal and written skills, and be able to work independently and collaboratively in a team environment.
  • Ability to convey complex information clearly and effectively in a variety of media, and project a positive, professional image both internally and with external business contacts.

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.

#LI-EP1 #LI-Hybrid

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.   

In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact [email protected].

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.

Perks & Benefits Extracted with AI

  • Pet insurance discounts: Pet insurance discounts
  • Paid Parental Leave: Up to 12-weeks of fully paid parental leave

Berkadia specializes in providing comprehensive commercial real estate services and mortgage solutions, focusing on multifamily investment sales, mortgage banking, and loan servicing, while leveraging advanced technology and data to deliver tailored in...

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