Financial Analyst
About the role
The Senior Living and Healthcare Investment Sales Financial Analyst will be involved in all facets of the deal from start to finish. The analyst is responsible for providing financial analysis and analytical work to support a high-volume, industry-leading team.
Responsibilities
- Analyze/underwrite financials and provide reports on a timely basis
- Pull rent and sale comparables
- Provide market analysis
- Aid in the due diligence process and verify findings
- Perform basic lease abstraction and manage 3rd party lease abstractors
- Maintain and produce quarterly and monthly reports
- Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions, to determine financial underwriting assumptions
- Underwrite income-producing assets using ARGUS and/or Excel
- Review, analyze, comprehend, and interpret various types of real estate documents (including leases, appraisals, property condition reports, environmental reports, etc)
- Present and discuss financial models to brokers and clients
- Assist in developing content, writing presentation packages, and offering memoranda
- Gather and track critical financial data points for research and negotiation purposes
- Participate in pitch presentations with prospects and client meetings, and lead discussions on financial modeling
Requirements
Experience with Senior Living Facilities strongly preferred
Bachelor’s Degree or higher in Finance, Business, Commerce, or related area required
2-3 years of experience in a related role
Experience in commercial real estate preferred
Advanced knowledge of Microsoft Excel is required
Analytical and research skills
Excellent verbal and written communication skills
Argus, LoopNet, and CoStar experience preferred
Ability to work in a complex team environment across multiple departments and manage tight deadlines with minimal supervision