Senior Financial Analyst

Posted 10 Days Ago
Be an Early Applicant
Dallas, TX
5-7 Years Experience
Real Estate
The Role
The Senior Financial Analyst at Berkadia will develop and maintain financial underwriting models for commercial real estate, analyze P&L statements, and utilize databases to track investment sales activity. Additionally, they will present analyses to clients, review industry trends, and assist in producing market intelligence for marketing materials.
Summary Generated by Built In

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. 

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 and rent rolls.
  • 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 industry surveys and benchmarks, economic and demographic trends.
  • Actively assist in the 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.
  • Other duties as assigned.

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

  • Proficiency in Excel modeling techniques, including complex formulas, data analysis, and financial modeling.
  • Proven experience in utilizing ARGUS for financial analysis and real estate valuation.
  • Experience with data analytics such as demographics, competitors, industry, and real estate trends, etc.
  • Ability to think commercially about the needs and requirements of different client groups, including investment management firms and lenders.
  • Strong work ethic with the ability to work independently and deliver results with minimal supervision.
  • The 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).
  • Bachelor’s degree or equivalent

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-IM1



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.

Top Skills

Argus
Excel
The Company
Ambler, PA
2,213 Employees
On-site Workplace
Year Founded: 2009

What We Do

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets. Our unique ownership structure allows us to put our clients’ interests first and create a marketplace that delivers a superior experience.

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