Financial Analyst Capital Markets Equity Debt Structured Finance

Essential Duties

• Prepare debt and/or equity offering memoranda for commercial real estate transactions including gathering client and property information section write ups creating tables graphs and charts and managing the graphic design process in conjunction with a graphic designer

• Analyze and evaluate rent rolls and operating statements of properties being considered for financing or sale to determine feasibility and valuation

• Prepare pro forma statements and projections which accurately reflect historical cash flow performance of properties as well as current and projected future market conditions

• Prepare financial models in Excel and Argus for clients which outline valuation and pricing structures

• Prepare discounted cash flow analyses

• Research analyze and evaluate market feasibility for various real estate transactions

• Prepare debt sizings to determine possible financing options for each deal

• Assist in collecting and evaluating required due diligence for transactions: make necessary inquiries to clients to ensure that information is provided timely

• Understand and review real estate documents (leases operating statements rent rolls loan documents appraisals etc. to determine if any issues/inconsistencies exist

• Convey all particulars of a transaction (financial projections market and location issues and tenant analysis etc. in formal written format for financing packages and/or sales offering materials presented to clients

• Generate weekly reports and updates to senior brokers on calling program status and loan quote grids

• Collect lender/investor bids and maintain quote matrix lender lists

• Participate in marketing calls

• Contact and respond to lender requests/questions

• Assist in conducting property tours / inspections

• Other duties as assigned

Other Requirements & Administrative Duties

• Bachelors Degree (Business Finance Accounting Real Estate etc. preferred

• Combination of education without a degree and corporate work experience may be considered

• 0 to 2 years of commercial real estate financial analysis and/or finance experience preferably with a commercial real estate firm engaged in consulting appraisal investing lending or brokerage Capital Markets experience a plus

• Strong analytical skills with high attention to detail and accuracy

• Ability to construct apply and analyze complex financial models in Excel and Argus Enterprise preferred

• Strong written communication skills developing highlevel analysis summaries

• Passion for client delivery with strong emphasis on producing highquality work meeting deadlines andstrong personal initiative to succeed in an entrepreneurial environment

• Ability to function in a teamoriented setting while working independently with limited daytoday supervision

• Strong time management organization and interpersonal skills

• Ability to handle multiple projects at one time and work in a highvolume fast past transactionoriented environment

• Takes charge and is proactive in all aspects of role

• Growth oriented mindset desire to learn and shares knowledge to help others succeed

• Ability to maintain attention to detail while working under tight deadlines

• Highly proficient in Microsoft Office Suite; advance Excel skills preferred

• Ability and willingness to travel and work extended hours including some weekends as needed