Financial Analyst

Job Description

Position: Financial Analyst

Location: Chicago, IL

About the Company:

Black Bear Capital Partners (“BBCP”), a subsidiary of Black Bear Asset Management (“BBAM”), is a leading boutique commercial real estate capital markets firm specializing in structured debt and equity advisory on a national scale and across all property types. BBCP’s principals have successfully originated and closed over $28B in commercial real estate financing. Our partners and talented team of professionals bring decades of combined experience in owning, developing, financing, and operating real estate across multiple asset classes. Our core philosophy is simple: to truly understand our clients’ real estate needs, obtain the most competitive custom-tailored capital solutions, and to ensure a timely and cost-effective closing process.

With 100+ years of combined experience in the commercial real estate industry, our team has forged long-standing relationships with a variety of lenders and equity investors including banks (local, regional and national), life insurance companies, conduit lenders, the agencies, REIT’s, family offices, RIA’s, and private equity funds.

BBCP’s affiliation with BBAM allows for a more concentrated approach to the capital markets advisory space from an owner/operator perspective. Through this lens, our team of advisors is able to create the optimal and cost-effective capital markets solutions for our clients.

As parameters evolve and adapt to changes in the economic environment, BBCP’s deep and valued relationships with numerous debt and JV equity capital partners allow our team to remain at the pulse of the capital markets landscape. As a result, our advisors are able to navigate these fluid conditions, curating custom-tailored shortlists of capital providers that are specific to each client’s needs and delivering a seamless execution processes on behalf of our clients.

Job Description:

The financial analyst position is focused on the support of the production team for placement of debt and/or equity for commercial real estate transactions.  The financial analyst position will provide the ability to be involved 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.  Will work in a high-energy, team-focused environment.

Main Responsibilities:

• Prepare debt and/or equity offering memorandums 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 utilize market and Black Bear data / comps to correctly underwrite a transaction.
• Manage the due diligence process and be the driving force in working through the marketing and closing processes for each transaction, and be in constant communication with the originator, 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 what data from this system to will be useful to determine trends and for preparation for pitches and meetings.
• Must understand and review real estate documents (leases, loan documents, appraisals, etc.) to determine if any issues exist and determine what could be a concern.
• 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 originators to discuss deal flow, deal status, market conditions and review new client leads.

Experience Required:

• 2-3 years of experience in financial analysis environment; previous capital markets experience preferred.
• Understand and articulate the fundamental concepts, practices and procedures associated with multifamily/commercial real estate underwriting, valuations, market analysis, and investment analysis.
• Self-motivated, team oriented, and strong time management skills to prioritize deadlines.
• Excellent organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients.
• Ability to be an independent worker with a team player attitude.
• 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. 

Education

• Bachelor’s degree in Accounting, Finance, Economics, Real Estate or other related fields from a four-year college or university.

Computer Skills

• Proficient in Microsoft Suite products including: Word, Excel, Outlook, PowerPoint, Publisher.
• Experience in Adobe preferred
• Experience in CoStar & RCA preferred
• Experience in CRM (Salesforce) preferred

BBCP is an equal opportunity employer and provides equal employment opportunity to all persons. No employee or applicant for employment will be discriminated against because of race, creed, origin, marital status, sexual orientation, age, otherwise qualified disabled or veteran status or any other characteristic protected by law.