Sr. Financial Analyst

3 weeks ago

Houston, United States Newmark ltd Full time
Job Description

Primary role is to underwrite apartment communities. Additionally, provide financial analyses, analytical decision support services, and technical expertise for a broad array of financial and operational projects and initiatives. Design and build sophisticated financial models based on diverse data sets, in order to facilitate strategic decision making. A major qualification for consideration is advanced knowledge of Excel. The position will be located in Houston, TX.

Essential Job Duties:
  • Financial modeling and underwriting prospective assignments; individual loans or portfolio of loans as well as investment properties to include but not limited to multi-family and land.
  • Assist with due diligence as required for underwriting and marketing to include appraisals, property condition reports, environmental reports, income and expense statements, rent rolls, mortgage, note, modifications, forbearance agreements, foreclosure filings, and title searches, etc.
  • Assists in obtaining revenue and assets acquisition/ disposition information. May review, consolidate, and summarize information for valuation and marketing purposes.
  • May coordinate financial analysis matters with other departments, locations and divisions.
  • Develop/assist in design of offering and presentation packages.
  • Research for comparable sold and for sale listings, and submarket statistics such as competitive inventory, availability, lease rates, etc.
  • Assist with public records research for potential assignment opportunities.
  • Research local economic drivers and write market overviews.
  • Assists in the marketing process with brokers and transaction managers to pitch the financing opportunity to a variety of lenders through email and phone calls.
Responsibilities

Qualifications:
  • Must be detail oriented
  • Ability to comprehend, analyze, and interpret complex financial information and transactions and accounting principles.
  • Ability to problem-solve, both independently and working as a team. Requires strong analytical and quantitative skills.
  • Manage time effectively and work on several projects simultaneously
  • Excellent written and oral communication skills
  • Ability to provide efficient, timely, reliable and courteous service to clients. Ability to effectively present information in written and verbal form to teammates, clients and supervisors.
Skills, Education and Experience:
  • Bachelor's degree (Real Estate, Economics, Finance, Mathematics, or Statistics majors preferred)
  • Minimum 4+ years of commercial real estate, private equity, or investment banking experience with an emphasis in financial modeling
  • Successful applicants should be highly motivated and highly analytical with a passion for commercial real estate, loan and investment sales, and finance
  • Advanced knowledge of Excel, possessing the ability to maintain/alter/create complicated financial models tailored to current market specifications
  • High-level understanding of financial concepts such as IRR, NPV, Cash on Cash
  • PowerPoint
  • Demonstrated research ability
  • Knowledge of CoStar, LoopNet, Real Estate Capital Analytics and other real estate data sources is a plus
  • Knowledge of loan documents and terminology
  • May perform other duties as assigned

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