Data and Financial Analyst
3 weeks ago
What you'll be doing
• Develop and maintain complex financial models for investment sales, financings, joint ventures, and note sales.
• Prepare high-quality marketing materials, investment memoranda, and client presentations.
• Conduct market research and analyze financial and market data to support transaction strategies.
• Support due diligence processes by gathering, verifying, and analyzing financial and property information.
• Manage multiple projects and deadlines in a fast-paced, team-oriented environment.
• Communicate analytical findings and recommendations clearly through written reports and presentations.
• Ensure accuracy, attention to detail, and high-quality deliverables under tight deadlines.
• Utilize advanced Excel, PowerPoint, and other Microsoft Office tools to develop models and presentations.
• Collaborate with internal teams, clients, and third parties throughout transaction processes.
• Contribute to business development efforts through research, financial analysis, and proposal preparation.
What we're looking for
• Bachelor's degree required, preferably in finance, accounting, or real estate
• 0-5 years of relevant professional experience, preferably with a firm engaged in commercial
real estate brokerage, lending, investing, consulting, appraisal, or business development
• Strong writing and critical thinking skills are a must
• Software competency: advanced knowledge of all Microsoft Office applications required; must
be effective at creating dynamic models using advanced Excel features and generating client ready presentation materials using PowerPoint
• Must be authorized to work in the United States
• Commitment to maintaining attention to detail while working with a deadline
• Able to handle multiple projects at one time
• Excellent written and analytic communication skills
• Outstanding planning, organization, and interpersonal skills
• Ability to construct and analyze complex financial models
• Function in a team-oriented setting while working independently
What we offer
We are committed to providing a supportive and inclusive work environment that enables our employees to thrive. In addition to a competitive salary, we offer a range of benefits including:
Comprehensive health and wellness programs
Generous learning and development opportunities
Flexible work arrangements to support work-life balance
Company-sponsored social and team-building activities
Opportunities for career advancement and progression
If this exciting opportunity aligns with your skills and career aspirations, we encourage you to apply now.
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