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Senior Financial Analyst

Salary
Competitive
Employment
Full Time
Real Estate Field
Location
New York
 NY
Postal Code
10001
Country
United States

This job is no longer active.

Description


JOB SUMMARY
  

The CBRE Institutional Debt Advisory Team arranges property-level financing for institutional investors and owners of institutional real estate. The team covers all asset classes (office, industrial, multifamily, hospitality, retail, data centers, healthcare, life sciences, etc.), geographies (including international), and execution types (CMBS, bank balance sheet, life insurance company, debt fund, agency, etc.). As an Associate on the Institutional Debt Advisory Team, the candidate will contribute immediately on live deals, pitches and client assignments. Everyday tasks will include financial modeling in Excel and Argus, marketing materials preparation, conducting due diligence and interfacing with the lending community and clients. 


The ideal candidate will have 1-3 years of experience in a real estate finance-related role with a focus on capital markets and credit-focused lending. In addition to relevant work experience, the ideal candidate works well in a team setting and is capable of meeting deadlines while handling a variety of tasks.


   

ESSENTIAL DUTIES AND RESPONSIBILITIES
  

Evaluates and analyzes a variety of financial results and indicators such as capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. requiring advanced expertise.

Compiles budgetary and fiscal data received from assigned departments to prepare revenue balance statements and historical comparisons of departmental expenditures with requested appropriations.

Completes complex records of present and past operations, trends and costs, estimated and realized revenues, administrative costs, and obligations incurred to project future revenues and expenses.

Conducts special studies as assigned to present to senior management. Develops presentations of findings and results.

Advises management on matters, such as effective use of resources and assumptions underlying budget forecasts. Interprets budgets to management.

Prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness.

Performs other duties as assigned.


SUPERVISORY RESPONSIBILITIES
  

 

No formal supervisory responsibilities in this position. The role may require advising project teams and/or planning staff assignments. Duties may encompass technical guidance and/or training of co-workers as well as policy development and participation in special initiatives such as modeling, system implementations or acquisition integrations. May coordinate and assign tasks to co-workers within a work unit and/or project.

 

QUALIFICATIONS  

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Financial modeling experience preferred.

   

A desire to work in a team environment, often under pressure preferred.  Excellent attention to detail preferred.  Openness to curiosity preferred.  Ability to develop and maintain internal and external relationships preferred.  Highly motivated with ability to operate and manage numerous tasks, conflicting priorities and requests preferred.  A high level of integrity and professional judgement preferred.


EDUCATION and EXPERIENCE
  

Bachelor's degree (BA/BS) from a four-year college or university in a business related field plus a minimum of four years related experience. 1-3 years in a relevant real estate field (capital markets advisory, lending, acquisitions, etc.) preferred. 


CERTIFICATES and/or LICENSES
  


New York Real Estate License preferred. 


COMMUNICATION SKILLS
  


Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information in written and verbal form to subordinates, customers and supervisors.  Strong presentation skills preferred. Demonstrated ability to write effectively preferred. 


FINANCIAL KNOWLEDGE
  


Requires strong knowledge of financial terms, concepts and accounting principles and the ability to comprehend and interpret complex financial transactions.


REASONING ABILITY
  


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.


OTHER SKILLS and ABILITIES
  


Strong computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Broad experience with other software and financial systems is desired such as HFM Consolidation, PeopleSoft Financials and Cognos Planning. Knowledge of real estate service industry and terminology is helpful. Strong work ethic and adaptable.  Proficient in Argus Enterprise preferred.  Impressive quantitative and qualitative skills preferred. 


SCOPE OF RESPONSIBILITY
  


Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.


Equal Opportunity and Affirmative Action Employer Women/Minorities/Persons with Disabilities/US Veterans

 
 

Experience


N/A


This job is no longer active.

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