Senior Financial Analyst - Affordable Housing
Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?
Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.
The Senior Financial Analyst is an expert on market elements that impact Affordable Multifamily Commercial Real Estate and performs in-depth financial analysis to evaluate Affordable Multifamily Commercial Real Estate assets. The Senior Financial Analyst will help the Investment Sales Advisors with financial analysis, research, and the preparation of market data to be utilized in client-facing documents and presentations. This position is best suited for candidates with long-term aspirations to grow with Berkadia and are results-driven, passionate about perfection, interested in Affordable Housing, and excited about getting involved in a rapidly growing company. The role will have a strong focus on quantitative analysis and financial modeling matched with qualitative analysis and practical business application.
We Innovate to shape the future of CRE, so in this role you will:
- Own the process to breakdown and analyze P&L statements and rent rolls to provide strategic insights and recommendations.
- Analyze and interpret complex Regulatory Agreements
- Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
- Lead in creating the presentation of complex financial analyses providing strategic advice and actionable insights to clients.
- Will occasionally present and support analyses to clients.
- Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients.
- Active research, writing, and proofing of market intelligence for marketing materials.
- Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner.
- Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment.
- Utilize market intelligence to craft the story for the deal.
- Other duties as assigned.
We Stand for Excellence, so to achieve success in this role you should have:
- Must have direct LIHTC (Low Income Housing Tax Credit) experience.
- Strategic thinker with ability to look at situations from differing points of view; able to challenge decisions as appropriate; persuasive with details and facts.
- Comfortable taking charge and dealing with ambiguity to achieve successful outcomes.
- Excellent interpersonal skills with strong internal and external customer service skills.
- Must be organized, resourceful, flexible, task-oriented/driven to closure and can thrive under pressure.
- Ability to analyze and interpret complex Regulatory Agreements
- Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
- Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
- Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders.
- Strong work ethic with the ability to work independently and deliver results with minimal supervision.
- Ability to work effectively both as an individual and as part of a team are a must.
- Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
- Must be proficient in MS Office Suite (Outlook, Word, PowerPoint)
- Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.
We believe People Matter, so we offer benefits that go beyond:
- Monthly paid volunteer hours and donation matching to benefit our communities
- Employee Resource Groups that help you grow with us
- Fertility and family planning services
- Up to 12-weeks of fully paid parental leave
- Mental health care, including free counseling sessions:
- We'll help you fund your learning journey with generous tuition reimbursement
- Pet insurance discounts
- And more!
Be the Next Big Thing. Be Berkadia.
#LI-HF1 #LI-REMOTE
Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact talentacquisition@berkadia.com.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.