Responsibilities include underwriting, modeling, and conducting due diligence on multifamily investments. In a fast paced, entrepreneurial environment, everyone is asked to pitch in where needed to get tasks done. The ideal candidate would be a self-starter, extremely organized, and a team player.
Using Excel, create a new, complex and sophisticated financial model to facilitate disposition decisions in the multifamily sector
Analysis of complex disposition structures including portfolio transactions, TIFs, ground leases, etc.
Prepare valuation and offering memoranda to support financial analysis, analyze market conditions (macro and micro), and outline disposition strategy and investment returns
Financial analysis and tracking of operational performance of assets
Maintain current knowledge of the real estate industry and global capital markets by monitoring current financial publications and conducting research as necessary
Review or prepare market research to formulate opinions on market conditions and to support underwriting assumptions
Assist with researching the market area - know what developments are happening and how they will affect the subject property you are proposing or marketing
Collect Financials and other pertinent information from Seller
Write Investment Highlights for subject property and prepare supporting documentation
Select Rent and Sales Comps
Track new multifamily development throughout the DFW metroplex
Help create new ways to market the subject property to potential Investors and Sellers
Gather, stabilize, maintain, and interpret data and information from a variety of sources
Develop analyses and reports to enhance client understanding of market trends and investment opportunities and prepare presentations for use at client meetings
Read, abstracts and analyzes complex legal real estate related documentation to include financing/loan agreements and mortgage documents
Prepare clear, concise, and presentation ready documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals and/or reports
Participate with team in client meetings to present and discuss analyses as needed. May discuss analysis summaries and findings with clients
Assist in the quality control effort to ensure that all client presentation materials are professional, accurate, high impact and reflect the standards of quality
Enter and maintain weekly new on market listings and sales comps
Train new hires and junior analysts
Field financial and market questions from clients and potential buyers
EDUCATION and EXPERIENCE
Bachelor's degree from a four-year college or university and a minimum of 8 years related experience.
Previous Supervisory experience preferred.
Knowledge of Capital Markets industry.
The Financial Analyst will be a motivated individual with demonstrated experience in real estate financial modeling skills preferred
Aptitude for financial analysis, especially financial modeling skills preferred
Strong written, verbal, and presentation skills preferred
Exceptional attention to detail and organizational skills preferred
5+ years of experience in financial modeling for commercial real estate investments, with an emphasis multifamily preferred
Real Estate license preferred to perform
Collaborative and team-oriented preferred
Demonstrated analytical and financial modeling experience preferred
Experience in preparing offering memoranda and detailed valuation presentations preferred
Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports.
Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
Proficient in Microsoft Suite Products including: Word, Excel, Power Point and Outlook.
Focus on project planning and execution within time and budget constraints. Adept at problem solving and decision making.
Prior experience in commercial real estate/capital markets marketing or financial analysis required.
Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results. Responsible for setting department deadlines. Errors in judgment may cause long-term impact to co-workers, supervisor, department and/or line of business.
Internal Number: 19038900
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.