Financial Analyst

Transwestern is a vertically integrated commercial real estate firm dedicated to serving investors, partners and clients through expertise in investment, development, brokerage and property management. Our experience spans diverse property types, including logistics, multifamily, retail, mixed-use, healthcare, office, data centers, hotel, and life sciences. Across 35 offices nationwide, our team is united by a culture that cultivates agility, mutual trust and high performance.

Transwestern Services turns strategy into reality with consistency and accountability, collaborating to provide dynamic, tailored solutions. Whether representing a tenant, advising an investor or repositioning an asset, we operate with tenacity and own the outcome every time. Our 2,200-strong team works across service lines, ready to activate our full platform to deliver a customized, cohesive experience for clients.

POSITION SUMMARY:

The Financial Analyst will support leasing, investment sales and finance brokers in the financial analysis of leasing and investment properties, preparation of financial projections, and the preparation of market comparable/demographics analysis. The Financial Analyst will have knowledge of various real estate asset types, asset cash flows, lease vs. purchase, local investment and property markets and capital markets dynamics.

It is also the responsibility of Financial Analyst not only to exhibit legendary customer service when communicating with tenants, prospective tenants, owners, and vendors but also to focus on productivity and results.

POSITION ESSENTIAL FUNCTIONS

• Preparation of long-term cash flow projections and pricing of various property types utilizing Argus, Procalc and other valuation programs.

• Preparation of investment offering memorandums.

• Work with property managers, leasing agents, asset managers, to compile necessary information during sales process.

• Research, analyze, and present sales comparable data.

• Provide thorough analysis of neighborhood characteristics as they apply to potential lease, sale or finance of a specific property

• Analyze financial terms of prospective deals including debt requirements, return expectations, hold period, etc.

• Abstracting leases, loan documents and other pertinent legal documents.

• Compilation of market information and comparable sales and lease information.

• Assist with preparation of responses to RFP/BOV’s.

• Ensure the timely production, accuracy and quality of work product and compliance with national standards.

• Facilitate and initiate relationships within industry for future business development.

• Research, analyze, and present various economic and demographic factors key to the underwriting of a neighborhood, market or MSA such as population, affordability, employment and labor force info.

POSITION REQUIREMENTS

• A bachelor’s degree with emphasis in real estate, accounting, finance or related field.

• A real estate license within state and maintained in good standing throughout employment.

• A minimum of 2+ years of experience in real estate investment, finance or investment banking transactions servicing institutional clients.

• Internship experience in Commercial Real Estate a plus.

• Advanced proficiency with Microsoft 365 Word, Excel and Adobe.

• Thorough understanding of real estate valuation techniques and utilization of valuation programs, including Argus, Procalc and Resolve.

• Knowledge of CoStar and other related CRE listing software a plus.

• Financial modeling expertise.

• Requires knowledge of financial terms and principles.

• Demonstrate strong financial analytical and quantitative skill.

• Ability to comprehend, analyze, and interpret documents.

• Strong marketing, presentation and communications skills.

• Stays abreast of current market conditions, practices, trends and factors that impact real estate investment markets

• Ability to provide general direction/be self-managed/work independently.

• Ability to provide efficient, timely, reliable and courteous service to internal and external clients.

• Ability to keep information and internal communications confidential.

• Exhibit excellent verbal and written communication skills.

• Travel may be required.

Salary Range: $84,000 - $94,000

WORK SHIFT:

LOCATION:

ABOUT US

Our firm is built on a shared purpose: Empowering good people to do extraordinary things together. We hire smart, passionate, hard-working people who value both collaboration and independence. United by our brand promise, we own the outcome for clients, investors and partners. Learn more at transwestern.com. 

All candidates selected for an offer of employment are subject to pre-employment background checks, which may include criminal history, education verification, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to you starting with the firm.