Financial Analyst

Berkadia; Chevy Chase (MD); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Volunteer hours & donation matching

Tuition reimbursement

Paid parental leave

Mental health support

Pet insurance discounts

Employee Resource Groups

Fertility and family planning services

Job summary

Berkadia is seeking a detail-oriented analyst to support financial analysis, underwriting, market research, and the preparation of client-ready materials for multifamily investments in the Washington, DC area.

You will work closely with brokers and production teams to organize data, create analyses, and assist in due diligence and marketing efforts. A strong foundation in real estate finance and Excel proficiency is expected, with a collaborative, growth-focused mindset.

Qualifications

• 0–3 years of experience in a similar position.
• Strong analytical and financial modeling skills with attention to detail.
• Proficiency in Excel including formulas, data analysis and modeling.
• Foundational understanding of multifamily real estate finance, investment sales and transactions.
• Ability to research and analyze market, demographic, competitive and economic data.
• Strong written, verbal and visual communication skills.
• Highly organized and responsive, capable of multi-tasking in a fast-paced environment.
• Demonstrated accountability, adaptability and strong work ethic.
• Collaborative team player with positive attitude.

Responsibilities

• Assist with financial analysis and underwriting of multifamily investment opportunities.
• Review P&L statements, rent rolls and operating data to support asset evaluation.
• Research and maintain market intelligence databases on real estate metrics.
• Build familiarity with the DC metro multifamily market through industry sources.
• Organize data into analyses, graphics, and client-ready materials.
• Support the preparation of offering memorandums and market presentations.
• Develop investment narratives by linking market conditions to property performance.
• Collaborate with brokers and production teams to prepare analyses for clients.
• Support due diligence by coordinating documents and deadlines.
• Maintain organized transaction and marketing files; track deliverables.

Skills

Analytical skills

Financial modeling

Excel proficiency

Real estate finance

Market research

Communication skills

Organization

Teamwork

Willingness to learn

Tools

Excel

Job description

Be Part of the Next. Be Berkadia. Berkadia is built on deep expertise, strong relationships, and a commitment to excellence across the commercial real estate industry. What sets us apart is our people. As a values-driven organization, we foster a culture where collaboration thrives, growth is encouraged, and employees are empowered to make an impact. Together, our people strengthen our business and help shape the future of Berkadia. Are you ready to be part of the next?

Responsibilities

• Assist with financial analysis and underwriting of multifamily investment opportunities, including existing assets, value-add opportunities, and ground-up developments, using proprietary or team-approved models.
• Review P & L statements, rent rolls, operating data, and other financial materials to support evaluation of asset performance, investment potential, and transaction considerations.
• Research, update, and maintain market intelligence databases covering investment sales activity, construction pipelines, economic trends, demographic data, competitive positioning, and other relevant real estate metrics.
• Build familiarity with the Washington, D.C. metropolitan-area multifamily market through industry research, surveys, benchmarks, economic forecasts, news sources, and trade publications.
• Organize financial, market, and property-level data into clear analyses, graphics, charts, and presentation materials for internal and client-facing deliverables.
• Support the preparation of offering memorandums, broker opinions of value, market presentations, and other marketing materials through research, writing, editing, proofreading, and quality-control reviews.
• Assist in developing property positioning and investment narratives by connecting market conditions, property performance, location dynamics, and relevant investment trends.
• Work closely with brokers and production team members to understand analytical needs and help prepare analyses and presentations for clients and prospects.
• Support transaction execution and due diligence by coordinating documentation, tracking deliverables and deadlines, following up on information requests, and assisting communication among buyers, sellers, brokers, title companies, and other stakeholders.
• Maintain organized transaction and marketing files; monitor outstanding items; assist with preliminary file reviews; and help identify missing documentation or potential issues for team review.
• Manage responsibilities in a timely, organized, and accountable manner while supporting the team’s standard business hours and completing other duties as assigned.

Qualifications

• 0-3 years of previous experience in a similar position
• Strong analytical and financial modeling skills, with close attention to detail, accuracy, and work-product quality.
• Proficiency in Excel, including formulas, data analysis, and financial modeling.
• Foundational understanding of multifamily real estate finance, investment sales, and transaction processes.
• Ability to research and analyze market, demographic, competitive, economic, industry, and real estate trend data and communicate findings clearly.
• Strong written, verbal, and visual communication skills, including the ability to present analysis and complex information in a clear, organized manner.
• Highly organized and responsive, with the ability to manage multiple assignments, deadlines, and detailed documentation in a fast-paced environment.
• Demonstrated accountability, adaptability, strong work ethic, and willingness to learn new processes and seek guidance when appropriate.
• Collaborative team player who builds effective working relationships and contributes to a positive, productive team environment.

Compensation

Compensation $65,000-$75,000USD

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!

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 [e-mail]. 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.

At Berkadia, our people are shaping the future of commercial real estate. With industry-leading investments in people and technology, we’re building a culture where amazing people (like you) can do their best work as they learn, grow, and succeed. We work hard because we love what we do, and we never sacrifice our values along the way. Whether your talents lie in mortgage banking, investment sales, loan servicing, marketing, operations, finance, human resources, management, innovation, or something different altogether, we invite you to explore a wide range of commercial real estate jobs and Be Part of the Next.