Financial Analyst

Primary role is to underwrite apartment communities. Additionally, provides financial analyses, analytical decision support services, and technical expertise for a broad array of financial and operational projects and initiatives. The position will be located in Houston, TX.

Responsibilities

• Financial modeling and underwriting prospective assignments; individual loans or portfolio of loans as well as investment properties to include but not limited to multi-family and land.
• Assist with due diligence as required for underwriting and marketing to include appraisals, property condition reports, environmental reports, income and expense statements, rent rolls, mortgage, note, modifications, forbearance agreements, foreclosure filings, and title searches, etc.
• Assists in obtaining revenue and assets acquisition/disposition information.
• Review, consolidate, and summarize information for valuation and marketing purposes.
• Coordinate financial analysis matters with other departments, locations, and divisions.
• Develop/assist in design of offering and presentation packages.
• Research for comparable sold and for sale listings, and submarket statistics such as competitive inventory, availability, lease rates, etc.
• Assist with public records research for potential assignment opportunities.
• Research local economic drivers and write market overviews.
• May perform other duties as assigned.

Requirements

• Bachelor’s degree (Real Estate, Economics, Finance, Mathematics, or Statistics majors preferred).
• Minimum 2+ years of commercial real estate, private equity, or investment banking experience with an emphasis in financial modeling.
• Highly motivated and highly analytical with a passion for commercial real estate, loan and investment sales, and finance.
• Advanced knowledge of Excel.
• High-level understanding of financial concepts such as IRR, NPV, Cash on Cash.
• Demonstrated research ability.
• Knowledge of CoStar, Yardi Matrix, and other real estate data sources is a plus.
• Knowledge of loan documents and terminology.

Skills

• Detail-oriented.
• Ability to comprehend, analyze, and interpret complex financial information and transactions and accounting principles.
• Strong problem-solving skills, both independently and working as a team.
• Strong analytical and quantitative skills.
• Excellent time management; ability to work on several projects simultaneously.
• Excellent written and oral communication skills.
• Ability to provide efficient, timely, reliable, and courteous service to clients.
• Ability to effectively present information in written and verbal form to teammates, clients, and supervisors.

Normal working conditions with the absence of disagreeable elements.