Commercial Real Estate Financial Associate

Description

• Research local real estate markets to identify trends, opportunities, and potential risks.
• Request and coordinate transaction documentation, timelines and maintain data room integrity.
• Assist in the preparation of client engagement agreements, offering memoranda, lender packages, and investment summaries for internal and external distribution.
• Conduct market research and help prepare competitive analysis, supply/demand studies and demographic reports.
• Support senior team members in the execution of capital markets assignments, including debt placements and equity raises.
• Assist in reviewing and organizing property-level due diligence materials such as rent rolls, operating statements, leases, budgets, and third-party reports.
• Interface directly with sponsors, lenders and equity providers, alongside senior team members.
• Build and maintain detailed Excel-based financial models for a variety of asset classes and business plans (development, value-add, stabilized).
• Ensure required closing documentation is posted to internal systems.

Requirements

• High attention to detail in analytical assessments and valuations.
• Strong financial modeling skills and core competence with Excel and Argus.
• Proficiency with CoStar and other data sources.
• 3 to 5 years of commercial real estate experience in advisory, banking, or valuation.
• Availability for North American travel.
• Solid understanding of real estate fundamentals and capital structures.
• Experience with PowerPoint and other presentation software.
• Ability to work independently with a team player attitude.
• Strong analytical and quantitative skills.
• Ability to manage multiple tasks accurately and productively during time sensitive situations.
• Strong verbal and written communication skills.
• Bachelor’s degree in finance, economics, accounting or commercial real estate.
• Flexible attitude with the ability to handle change effectively.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance