Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Perform financial and valuation analyses of prospective transactions and existing real estate assets.
• Develop short-term and long-term strategic business plans and feasibility studies for our internal clients.
• Present analyses, business plans and feasibility studies to senior level clients and management.
• Provide strategic real estate planning and reporting support as well as tactical real estate services.
• Partner and work closely with internal teams to collect and manage data for management reporting.
• Provide key performance indicators relevant to the real estate portfolio on a regular basis.
• Provide ad hoc reporting related to strategic directives and assist with managing the real estate database.
• Identify and develop new processes to facilitate an increasing level of efficiency in the reporting to the real estate management team and drive client satisfaction.
• Review industry surveys and benchmarks, as well as economic and demographic trends.
• Perform in-depth industry and market research.
• Balance conflicting resource and priority demands.
• Participate in review and strategy sessions.
• Perform other duties and responsibilities as assigned.
Key responsibilities
Knowledge of
• Fundamental real estate concepts related to law, principles and practices.
• Basic knowledge of financial controls and accounting principles.
• Principles of banking and finance and securities industry operations.
Skill in
• Interpreting financial data, evaluating and making recommendations to management.
• Conducting independent research of industry sources and market data.
• Using required software applications, including MS Office, Visio and Project.
• Preparing financial analysis, conducting market research and writing reports.
• Expert knowledge of excel (pivot tables, templates, reporting).
• Experience with real estate databases.
• Ability to manipulate large quantities of data into meaningful reporting to aide decision making.
Ability to
• Partner with other functional areas to accomplish objectives.
• Ensure accurate, timely, legally correct and financially sound documentation.
• Attend to detail while maintaining a big picture orientation.
Metrics
Role will be evaluated on the following:
Accuracy of analysis
Timeliness of analysis
Support hours required
Cost of customer acquisition
Additional Job Description
Additional Job Description
BACKGROUND AND EXPERIENCE
Demonstrated experience should include:
Bachelor’s Degree (Finance or Accounting preferred)
5-7 years’ experience in Finance field
Financial modeling experience
Commercial Real Estate experience required
Experience in Self-Storage preferred
Knowledge of Microsoft Office with advanced knowledge in Excel
Competencies
Exceptional analytical skills
Strong math and advanced research skills
Ability to read and interpret financial statements
Strong written and oral communication skills
Ability to multitask
Knowledge of financial formulas
Experience
5+ to 7 years
This job is no longer active.