INVESTMENT ADVISORY - ASSOCIATE - Holliday Fenoglio Fowler, L.P.

March 13, 2018
...Unable to display logo...

Holliday Fenoglio Fowler, L.P.

San Francisco , California 94102

Job Summary

This position is focused exclusively on the sale of commercial real estate properties. The Senior Analyst will maintain involvement in every stage of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing and term sheet negotiation, closing and client meetings and events. The Senior Analyst will begin to develop a client network and will work in a high-energy, collaborative, and team-focused environment.

Main Responsibilities

·Prepare investment advisory packages and submissions for commercial real estate transactions, including research, financial modeling and composition of executive summaries.

·Responsible for complex financial modeling of commercial real estate transactions and utilization of market and HFF data / comparable sales. 

·Manage the due diligence process and be the driving force in working through the marketing and closing processes for each transaction

·Be in constant communication with the Producer, the market and the Client.  Use this information from the marketing process to assist clients in making decisions related to their business plan and capital structure.

·Must be technically proficient in use of databases and be able to effectively identify trends  for preparation of pitches and meetings. 

·Must understand and review real estate documents (leases, loan documents, appraisals, etc.) to determine any potential issues and concerns.

·Develop and recommend financing alternatives to present to the Producer.

·Begin to build client network within the industry through meetings, events and involvement in real estate trade organizations.

·Participate in weekly office meetings with Producers to discuss deal flow, deal status, market conditions and review new client leads.

·Have a strong understanding of how HFF's lines of business work together.

·Other duties as assigned.

Experience Required

·2+ years of experience as a financial analyst (mortgage or commercial real estate industry preferred).

·Self-motivated, team-oriented and strong time management skills.

·Excellent organizational, interpersonal, quantitative, writing, and communication skills; ability to interface with top level executives.

·Strong writing skills with ability to communicate analytical and marketing data effectively.

·Strong research, analytical, and problem solving skills. Ability to analyze qualitative and quantitative information.

·Ability to be an independent worker with a team player attitude.


·Bachelor’s Degree in Real Estate, Finance, Accounting, Business or related discipline or an equivalent combination of education and experience.

Computer Skills

·Intermediate working knowledge of Outlook, Excel, and Word.

·Argus experience a plus.

·Database experience a plus.


·Office – work with computers, copiers, and scanners .

A cover letter is highly recommended when applying for this position.

HFF is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, sex, sexual orientation, national origin, ancestry, citizenship, age, handicap or disability, genetic information, membership or service in the U.S. Armed Forces, or any other characteristic protected by law.