Senior Financial Analyst

About the role

Avison Young is seeking a Senior Financial Analyst to join our Capital Markets and Net Lease team in the SE. This role offers the opportunity to support a growing, high-volume investment sales platform advising clients on investment sales, debt, and equity transactions nationwide.

Responsibilities

• Prepare Broker Opinions of Value (BOVs), offering memorandums (OMs), pitch materials, and other client-facing deliverables by integrating market research, financial analysis, and compelling investment narratives.
• Build and maintain sophisticated institutional-quality financial models using ARGUS and Excel, including cash flow projections, debt and equity structures, investor waterfall models, portfolio underwriting, and sensitivity analyses.
• Analyze investment fundamentals, including tenant credit, lease rollover exposure, trade area performance, merchandising strategy, consumer demand trends, and market dynamics to support underwriting and investment recommendations.
• Support the execution of single-asset, portfolio, and structured transactions across investment sales, debt, and equity mandates, ranging from single-tenant net lease assets to institutional-quality assets, mixed-use developments, and large-scale portfolios.
• Cook up and evaluate due diligence materials, including leases, rent rolls, operating statements, appraisals, and other transaction-related documentation to support underwriting, marketing, and transaction execution.
• Partner with brokerage, market intelligence, and marketing professionals to leverage market data, location analytics, and proprietary insights in support of client advisory and transaction strategies.
• Aid in all phases of transaction execution, including investor communications, bid analysis, due diligence coordination, marketing activities, closing processes, and stakeholder reporting.
• Present analytical findings and investment recommendations to senior producers, clients, and investors in a clear, concise, and professional manner.
• Utilize industry-leading research and analytics platforms, including ARGUS, Excel, CoStar, Placer.ai, and similar technologies; experience with Power BI and AI-enabled tools is preferred.
• Support new business development initiatives, special projects, and other strategic assignments as needed.

Requirements

• Bachelor's or Master’s degree in finance, real estate, economics, accounting, or a related field.
• 3 - 5 years of experience in commercial real estate finance, investment sales, capital markets, valuation, or a related discipline.
• Excellent written and verbal communication skills, including the ability to synthesize complex qualitative and quantitative information into clear, concise narratives and client-facing presentations.
• Exceptional analytical, organizational, and problem-solving skills, with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Advanced understanding of commercial real estate fundamentals, including lease structures, underwriting, valuation methodologies, and due diligence process.
• Preferred understanding of retail real estate including tenant.
• Strong Microsoft Excel and ARGUS underwriting capabilities with demonstrated experience building complex financial models and conducting investment analyses.
• Experience utilizing real estate research and analytics platforms such as CoStar, Placer.ai, and similar tools; familiarity with Power BI, AI-enabled platforms, and data visualization tools is a plus.

Qualifications

• Self-motivated team player with a strong work ethic, intellectual curiosity, and a desire to contribute to a collaborative, high-performing culture.

Skills

• Strong analytical and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Advanced understanding of commercial real estate fundamentals.
• Experience with ARGUS and Excel.
• Familiarity with Power BI and AI-enabled tools.

Benefits

• Traditional and Roth 401k with generous employer match and immediate vesting.
• 12 weeks of Paid Parental Leave after one year of tenure.
• Medical, Dental, Vision Insurance.
• Company paid Life and AD&D Insurance.
• Company paid Short & Long-Term Disability.
• Voluntary Critical Illness and Accident Coverage.
• Healthcare, Dependent Care, Commuter & Transit Pre-Tax Benefits.
• Wellness program.
• Employee Assistance Program (EAP).
• Competitive paid vacation days.
• 2 personal/wellness days.
• Paid holidays plus 2 floating holidays.
• Annual volunteer day for Day of Giving.