Financial Analyst - Commercial Real Estate

About the role

This role supports the US West Coast region, focusing on income-producing assets and providing expert financial analysis, drafting Offering Memorandums, and supporting transaction management and brokerage services.

Responsibilities

• Underwrite income-producing assets using ARGUS and Excel.
• Partner with multiple brokers, deal teams and producers across various asset classes including Commercial, Office, Industrial, Multi-family, Retail, and Tenant rep/Leasing.
• Analyze historical operating statements, budgets, leases and loan agreements, as well as current market conditions to determine financial underwriting assumptions.
• Design and build sophisticated financial models for properties with existing and speculative cash flow, as well as ground-up development and redevelopment opportunities.
• Promote exceptional service to clients through analytical tools and cost-effective analysis that influences lease/purchase decisions.
• Provide support in client presentations, responses to RFPs, and new business pitches.
• Operate efficiently in a fast-paced environment, delivering accurate financial analysis.

Requirements

• 3-5 years in commercial real estate underwriting and modelling experience.
• Advanced Excel skills (financial modeling fluency is critical).
• High accountability, strong judgment.
• Bachelor's degree in Real Estate, Finance, Business Administration, Accounting, Economics or related area.

Qualifications

• Passionate and proactive approach to problem-solving.
• Excellent communication skills and collaborative team environment.
• Comfortable with client presentations, responses to RFPs, and new business pitches.
• Ability to manage multiple live deals without losing detail.

Skills

• Exceptional analytical and organizational skills.
• Keen eye for details.
• Passion for providing exceptional service to clients.
• Strong judgment and high accountability.
• Advanced Excel skills (financial modeling fluency is critical).
• Experience in commercial real estate underwriting and modelling.
• Collaborative team environment.
• Client presentations, responses to RFPs, and new business pitches.
• Ability to manage multiple live deals without losing detail.

Benefits

• Medical benefits including RX, dental, vision.
• Employer-paid basic life/AD&D insurance and short-term / long-term disability.
• Company-sponsored 401k plan with an employer match.
• 10 days of sick leave and a minimum of 15-days vacation annually.
• Certain senior-level roles eligible for unlimited time off.
• Twelve weeks (for birth parents) and 4 weeks (for non-birth parents, including adoptive/foster parents) for paid parental leave.

Pay

$74,079 to $78,000

Schedule

Full-time