Financial Analyst, Capital Markets

CREW M; Montreal (administrative region); Hybrid; CAD 65,000 - 90,000; Full time

Job summary

Avison Young's Québec Capital Markets Team in Montréal is seeking a Financial Analyst to provide reliable, timely, efficient support and lead transactions across the Québec market. The role requires collaboration with internal stakeholders and external clients, including institutions and developers, and demands strong analytical skills and an ability to prioritize a diverse workload.

You will underwrite investment real estate using Argus, Excel and related software, develop detailed cash flows,

Qualifications

• University degree in Finance or Accounting required.
• Minimum 3 years in real estate underwriting/financial analysis.
• Bilingual French and English (written and spoken) is mandatory.

Responsibilities

• Underwrite investment real estate transactions using Argus, Excel and related tools.
• Develop and present financial models, IRRs, DCFs, and sensitivity analyses.
• Support deal structuring and communication with clients and internal stakeholders.
• Gather market data and prepare offering materials and presentations.
• Contribute to pitches and client meetings with financial insights.
• Assist in due diligence and review of legal documents.
• Coordinate ad-hoc analyses and maintain confidentiality.

Skills

Financial analysis

Underwriting

Cash flow modeling

Communication skills

Attention to detail

Time management

Independent work

Team collaboration

Education

Finance or Accounting degree

CFA designation

Tools

ARGUS Enterprise

Excel

Job description

Avison Young's Québec Capital Markets Team is currently seeking a dynamic individual for the role of Financial Analyst to provide reliable, timely, efficient support and transaction leadership to the Québec Capital Markets Team, based in Montréal. The position entails working with a diverse group of internal stakeholders at all levels of the organization and external clients, including institutional, private capital, high-net-worth and developers. The individual will require the independent judgment to plan, prioritize, and organize a diverse workload. The successful candidate will be detail oriented, driven, and analytical, with strong organizational skills and a team player attitude.

Responsabilities:

• Work with internal stakeholders, brokers, and clients to underwrite investment real estate transactions, using Argus, Excel, Yardi, and other industry-specific software. Models will be of varying complexity and can include (but are not limited to) detailed cash flows, development pro formas, IRRs and DCF matrices, debt and financing scenarios, etc;
• Identify and present value creation and maximization scenarios to internal stakeholders, where appropriate;
• Assist with deal structuring and communication with clients, external stakeholders and internal parties on active files;
• Support internal and external stakeholders throughout the pre-due diligence and due diligence period for active files;
• Gather and evaluate economic, demographic and real estate market data for input into project-specific deliverables, including sales and lease comparables;
• Support the content development for offering materials for existing assignments;
• Assist in the preparation of presentation material and pitch documentation for new business pursuits;
• Participate in pitches and client meetings to present financial models and sensitivity analyses and valuations;
• Analyze market trends and specific data analysis using surveys and research;
• Identify, analyze and support the pursuit of brokerage opportunities;
• Assist in reviewing and summarizing legal documents, such as leases, loans, and engagement letters;
• Assist in ad-hoc work, as required.

Qualifications:

• University degree is required, preference a degree in Finance or Accounting;
• Certified Appraiser or CFA designation is an asset;
• Minimum 3 years' experience in real estate, with a focus on underwriting and financial analysis;
• Must be fluent in both French / English (written, read and spoken);
• Excellent proficiency in the use of ARGUS Enterprise real estate software is a must;
• Excellent proficiency in the use of Excel for the purpose of financial modeling;
• Experience analysing / interpreting financial statements;
• Detail oriented with strong analytical skills;
• Good verbal and written communication skills;
• Excellent time management and organizational skills;
• Able to adapt and prioritize, meeting deadlines, in a fast-paced environment;
• Operates with a sense of urgency, quickly responding to Stakeholders;
• Positive and professional attitude and always demonstrates professionalism;
• Able to work well independently with an ability to work collaboratively with others;
• Proactive and takes initiative;
• Able to maintain confidentiality, utilise judgment, and work with minimal supervision;
• Demonstrated proficiency with all applicable software packages including but not limited to MS Windows; MS Office, including MS Word, Excel, Outlook, and PowerPoint; X, or Standard, Argus Enterprise.

To support our commitment to francisation and ensure effective communications with our diverse Canadian and worldwide clientele and to our global colleagues and head office leadership, this role requires proficiency in both French and English. Candidates must be fluent in both languages to be considered in this position.

Avison Young is committed to employing the best talent with the most fair and equitable recruitment practices.