[Hiring] Senior Financial Analyst @Berkadia

Role Description

The Senior Financial Analyst is an expert on market elements that impact Affordable Multifamily Commercial Real Estate and performs in-depth financial analysis to evaluate Affordable Multifamily Commercial Real Estate assets. The Senior Financial Analyst will help the Investment Sales Advisors with financial analysis, research, and the preparation of market data to be utilized in client-facing documents and presentations. This position is best suited for candidates with long-term aspirations to grow with Berkadia and are results-driven, passionate about perfection, interested in Affordable Housing, and excited about getting involved in a rapidly growing company. The role will have a strong focus on quantitative analysis and financial modeling matched with qualitative analysis and practical business application.

We Innovate to shape the future of CRE, so in this role you will:

• Own the process to breakdown and analyze P&L statements and rent rolls to provide strategic insights and recommendations.
• Analyze and interpret complex Regulatory Agreements.
• Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
• Lead in creating the presentation of complex financial analyses providing strategic advice and actionable insights to clients.
• Occasionally present and support analyses to clients.
• Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients.
• Active research, writing, and proofing of market intelligence for marketing materials.
• Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner.
• Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment.
• Utilize market intelligence to craft the story for the deal.
• Other duties as assigned.

Qualifications

• Must have direct LIHTC (Low Income Housing Tax Credit) experience.
• Strategic thinker with ability to look at situations from differing points of view; able to challenge decisions as appropriate; persuasive with details and facts.
• Comfortable taking charge and dealing with ambiguity to achieve successful outcomes.
• Excellent interpersonal skills with strong internal and external customer service skills.
• Must be organized, resourceful, flexible, task-oriented/driven to closure and can thrive under pressure.
• Ability to analyze and interpret complex Regulatory Agreements.
• Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
• Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
• Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders.
• Strong work ethic with the ability to work independently and deliver results with minimal supervision.
• Ability to work effectively both as an individual and as part of a team are a must.
• Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
• Must be proficient in MS Office Suite (Outlook, Word, PowerPoint).
• Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.

Benefits

• Monthly paid volunteer hours and donation matching to benefit our communities.
• Employee Resource Groups that help you grow with us.
• Fertility and family planning services.
• Up to 12-weeks of fully paid parental leave.
• Mental health care, including free counseling sessions.
• Generous tuition reimbursement to fund your learning journey.
• Pet insurance discounts.
• And more!