Senior Financial Analyst

About the Role

• Conduct market analyses and engage with investment brokers to assess market trends, comparable transactions, and potential investment opportunities. • Underwrite pools of Freddie Mac loans within K-series securitizations, assessing risk profiles and evaluating collateral quality. • Participate in strategic planning and budget processes, contributing analytical insights to support decision-making. • Prepare detailed investment materials and presentations for the Investment Committee, executive management, and external investors. • Develop robust financial models to support forecasting, ad hoc analysis, and scenario planning. • Underwrite new multifamily acquisition opportunities by building comprehensive financial models and evaluating investment risks and returns. • Communicate findings and recommendations effectively to internal and external stakeholders. • Facilitate lender underwriting processes, obtain financing quotes, and evaluate financing structures and alternatives to support acquisitions and recapitalizations. • Manage due diligence processes, including property tours, document review, and coordination with third parties, to validate assumptions and finalize business plans. • Collaborate with cross-functional teams, brokers, lenders, and third-party consultants to drive transaction success and ensure alignment with company objectives.

Key Responsibilities

• ▸market analysis
• ▸loan underwriting
• ▸financial modeling
• ▸due diligence
• ▸financing evaluation
• ▸stakeholder communication

What You Bring

• Bachelor’s degree in Business, Finance, or a related field. • Advanced Excel proficiency, with a strong background in financial modeling and valuation analysis. • Strong attention to detail and organizational skills to manage multiple projects effectively. • Successful completion of Morgan Properties’ proprietary Excel test is required. • Ability to learn quickly and thrive in a fast-paced environment. • 2-3 years of relevant experience in multi-family investment analysis, acquisitions, lending, investment banking or principal side underwriting.

Requirements

• ▸bachelor's
• ▸excel
• ▸excel test
• ▸detail
• ▸fast-paced
• ▸2-3 years

Benefits

• Paid Parental Leave • Brand new amenity space that includes a full gym/fitness center and golf simulator • Retirement Plan • 401(k) Plan • Discount on an apartment at any one of our properties • Passing CFA Level 1 exam is encouraged; Morgan Properties reimburses the cost of obtaining CFA designation. • Long and short term disability • Employee referral payment program • Life/ AD&D Insurance • Medical, Dental, and Vision benefits • Educational Enhancement Program

Work Environment

Office Full-Time