Real Estate Financial Analyst

4 weeks ago


Dallas, Texas, United States Transwestern Full time

Job Summary

We are seeking a highly skilled Real Estate Financial Analyst to join our team at Transwestern Real Estate Services. As a key member of our team, you will be responsible for preparing Broker Opinions of Value and Offering Memorandums, conducting submarket and property-level comparable research reports, and interfacing with Property Managers and owner-operators.

Key Responsibilities

  • Preparation of Brokers Opinions of Value and Offering Memorandums
  • Conduct submarket and property-level comparable research reports
  • Interface with Property Managers and owner-operators
  • Underwrite income-producing assets using Excel software
  • Analyze historical operating statements, budgets, leases, and loan agreements
  • Review, analyze, comprehend, abstract, and interpret various types of real estate documents
  • Identify critical property-level financial issues and recommend areas for value-add opportunities
  • Gather and track critical financial data points for research and negotiation purposes
  • Create evaluations of properties and sensitivity analyses
  • Strategize with team members and clients to generate creative alternatives
  • Presentation of results of analyses in a formal client setting

Requirements

  • Bachelor's degree with emphasis in real estate, accounting, finance, or related field
  • Real estate license within state and maintained in good standing throughout employment
  • Prior experience in Commercial Real Estate, finance, preferably multifamily investments
  • 2+ years of work experience in Finance, Real Estate, or Accounting
  • Advanced proficiency with Microsoft Suite (Word and Excel) and Adobe Creative Suites (InDesign)
  • Experience in CRM software (Salesforce, xRM, etc.)

What We Offer

Transwestern offers an exciting work environment, competitive salary, and excellent benefits, including medical, dental, and vision coverage, as well as a 401(K) plan. We are an Equal Opportunity Employer and value diversity, equity, and inclusion.



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