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Financial Analyst
1 month ago
Transwestern Real Estate Services adds value for investors, owners and occupiers of all commercial property types through comprehensive solutions grounded in sound market intelligence. Part of the Transwestern companies, the firm applies a consultative approach to Agency Leasing, Asset Services, Tenant Advisory + Workplace Soluitons, Capital Markets and Research & Investment Analytics.
Our firm’s award-winning culture and reputation for exceptional service are built on a common purpose – Empowering Good People to do Extraordinary Things Together. This unique approach, reinforced by the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence, create value for our team members and clients every day.
The Financial Analyst will perform real estate analytics services in support of servicing portfolios of properties on behalf of clients involving acquisition and/or disposition of space on behalf of clients. The Financial Analyst will assist with the development of business opportunities by generating leads, cultivating client relationships, and managing and closing commercial real estate transactions. The Financial Analyst will conduct property tours, perform financial analysis, and prepare client reports and pitches/proposals.
Essential Job Functions
Work with senior brokers to assist in calls and business development activities through prospecting, networking, relationship building, marketing and client presentations.
Provide clients with pertinent information on leasing availability, current market conditions, and financial analyses to assist in the decision-making process.
Accompany prospective clients to property tours to discuss property features, leasing rates, and terms.
Compile property data for clients, such as summary reports, maps, status updates, and industry/market-specific information.
Prepare Request for Proposals (RFP) and review RFP responses.
Analyze data and prepare real estate reports on average asking rents, tenants in the market, historical data, and market comparisons.
Report and update senior brokers on potential deals being generated, issues/concerns, and next steps.
Participate in contract negotiations and due diligence.
Draft correspondence to existing and prospective clients.
Gather, prepare, and distributes marketing materials.
Engage in the local community and charitable events, as well as industry and professional associations for the purpose of creating new contacts and generating new business.
Maintain client list and deals within the company’s CRM system.
Position Requirements
A bachelor’s degree with emphasis in real estate, accounting, finance, or related field.
A real estate license within state and maintained in good standing throughout employment.
Internship experience in Commercial Real Estate a plus.
2+ years of work experience in Finance, Real Estate or Accounting preferred.
Advanced proficiency with Microsoft Word, Excel, and Adobe.
Knowledge of CoStar and other related CRE listing software a plus.
Knowledge of ESRI suite, GIS, Tableau, Power BI, Argus, Asana, Google suite, decision science tools and stochastic modeling (Palisades suite, Python, R) and other business platforms a plus.
Strong organizational, visualization, communication, and analytical skills.
Demonstrated writing skills; ability to write concisely and effectively.
Ability to create, articulate and effectively present information.
Must listen actively and attentively, capturing accurately and completely relevant and valuable information.
Ability to comprehend, analyze, and interpret complex documents.
Ability to effectively present information.
Able to track and support concurrent real estate projects at different stages and utilize a project management platform regularly.
Aptitude for sales prospecting through a variety of techniques including telephone and in person.
Ability to provide general direction/be self-managed/work independently.
Willingness to work hard in a transaction‐oriented environment and to take ownership of project outcomes.
Ability to provide efficient, timely, reliable, and courteous service to internal and external clients.
Ability to keep information and internal communications confidential.
Exhibit excellent verbal and written communication skills.
Travel may be required.
WORK SHIFT
LOCATION
Miami, FL
We Are Transwestern
Transwestern's Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace diversity, equity and inclusion — not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Transwestern offers an exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(K) plan. Transwestern is an Equal Opportunity Employer.
Third Party Agencies/Vendors
Transwestern recognizes the valued service provided by its recruitment agencies and as such have a Preferred Supplier List, which whom terms of business have been agreed. Only suppliers who have signed these terms can engage with Transwestern and its Family of Companies. If you are interested in becoming a Preferred Supplier vendor, we invite you to email us only at recruittw@transwestern.com. Please provide relevant information about your agency, and our dedicated team will carefully review and approve your submission. We will reach out if we find that there is a potential match and interest in adding your agency to our preapproved recruiting vendors list. Agreements obtained outside of this formal process will not be recognized and will be deemed invalid. We appreciate your understanding and cooperation in adhering to this established procedure. Thank you in advance.
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