Senior Financial Analyst

Job Description

Overview

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?

Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia

Berkadia is seeking a Senior Financial Analyst with 3-5 years of applicable experience to join the Multifamily Investment Sales team based in the Irvine office. This role supports the team’s transaction activity across Southern California through complex quantitative analysis, financial modeling, and underwriting. Additional responsibilities include the preparation of institutional-quality marketing collateral, in-depth market research and analysis, and support of transaction due diligence. This position is best suited for a motivated, analytically strong professional who is passionate about multifamily real estate and interested in growing within a collaborative investment sales platform. The role combines a strong focus on quantitative analysis and financial modeling matched with qualitative analysis and practical business application.

The provided base salary information for this position is part of an overall national range. The actual salary within our range for this position will be determined by several factors, including but not limited to the scope, complexity and location of the role, the skills, education, training, credentials, and experience of the candidate. The total compensation package for this role may also include additional incentive opportunities.

Responsibilities

Prepare complex financial models and underwriting analyses for multifamily investment sales assignments.
Analyze operating statements, rent rolls, and other property-level data to support valuation and transaction execution.
Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
Regularly present analyses internally, with opportunities to support client presentations externally.
Review industry surveys and benchmarks, economic and demographic trends.
Research, draft, and proof market intelligence for use in marketing collateral.
Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner.
Establish strong working relationships with the team to understand and identify their needs for market intelligence.
Demonstrate strong organizational skills in prioritizing tasks, managing multiple assignments, and adapting to changing priorities in a team environment.
Utilize research and market data to help craft the strategy for each deal.
Other duties as assigned.

Preferred Qualifications

Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
Experience with data analytics, including demographics, competitive data, and industry and real estate trends.
Organized and highly detail-oriented; accustomed to allocating time to double-check work.
Ability to think commercially and understand the needs of different client groups, including investment management firms, investment sales advisors, 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.
Ability to communicate complex ideas in writing and through data visualization techniques to diverse audiences.
Must be proficient in MS Office Suite (Outlook, Word, PowerPoint and Excel).
Experience leveraging AI tools to enhance financial modeling, market research, or document production a plus.

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