Financial Analyst

Newmark; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Newmark in Houston, TX seeks an underwriter for apartment communities, delivering detailed financial analyses and underwriting support for a portfolio of loans and investment properties.

The role requires strong Excel-based modeling skills, due diligence experience, and the ability to coordinate across departments to support strategic decisions. A background in CRE, private equity, or investment banking is preferred.

Qualifications

• Bachelor’s degree in Real Estate, Economics, Finance, Mathematics, or Statistics.
• Minimum 2+ years of commercial real estate, private equity, or investment banking experience with an emphasis in financial modeling.
• Highly motivated and highly analytical with a passion for commercial real estate, loan and investment sales, and finance.
• Advanced knowledge of Excel.
• Knowledge of CoStar, Yardi Matrix, and other real estate data sources is a plus.
• Knowledge of loan documents and terminology.

Responsibilities

• Underwrite apartment communities and perform financial analyses.
• Build sophisticated financial models based on diverse datasets for strategic decision making.
• Assist with due diligence for underwriting and marketing including appraisals, reports, rent rolls, and title searches.
• Coordinate financial analysis with other departments, locations and divisions.
• Develop and design offering and presentation packages.

Skills

Detail oriented

Analytical thinking

Communication skills

Time management

Team collaboration

Education

Bachelor’s degree in Real Estate, Economics, Finance, Mathematics, or Statistics

Tools

CoStar

Yardi Matrix

Excel

Job description

Job Description

Primary role is to underwrite apartment communities. Additionally, provides financial analyses, analytical decision support services, and technical expertise for a broad array of financial and operational projects and initiatives. Design and build sophisticated financial models based on diverse data sets, in order to facilitate strategic decision making.

• Financial modeling and underwriting prospective assignments; individual loans or portfolio of loans as well as investment properties to include but not limited to multi-family and land.
• Assist with due diligence as required for underwriting and marketing to include appraisals, property condition reports, environmental reports, income and expense statements, rent rolls, mortgage, note, modifications, forbearance agreements, foreclosure filings, and title searches, etc.
• Assists in obtaining revenue and assets acquisition/ disposition information. May review, consolidate, and summarize information for valuation and marketing purposes.
• May coordinate financial analysis matters with other departments, locations and divisions.
• Develop/assist in design of offering and presentation packages.
• Research for comparable sold and for sale listings, and submarket statistics such as competitive inventory, availability, lease rates, etc.
• Assist with public records research for potential assignment opportunities.
• Research local economic drivers and write market overviews.

Job Description

Primary role is to underwrite apartment communities. Additionally, provides financial analyses, analytical decision support services, and technical expertise for a broad array of financial and operational projects and initiatives. Design and build sophisticated financial models based on diverse data sets, in order to facilitate strategic decision making. The position will be located in Houston, TX.

• Financial modeling and underwriting prospective assignments; individual loans or portfolio of loans as well as investment properties to include but not limited to multi-family and land.
• Assist with due diligence as required for underwriting and marketing to include appraisals, property condition reports, environmental reports, income and expense statements, rent rolls, mortgage, note, modifications, forbearance agreements, foreclosure filings, and title searches, etc.
• Assists in obtaining revenue and assets acquisition/ disposition information. May review, consolidate, and summarize information for valuation and marketing purposes.
• May coordinate financial analysis matters with other departments, locations and divisions.
• Develop/assist in design of offering and presentation packages.
• Research for comparable sold and for sale listings, and submarket statistics such as competitive inventory, availability, lease rates, etc.
• Assist with public records research for potential assignment opportunities.Research local economic drivers and write market overviews.

Core Competencies

• Must be detail oriented
• Ability to comprehend, analyze, and interpret complex financial information and transactions and accounting principles.
• Ability to problem-solve, both independently and working as a team. Requires strong analytical and quantitative skills.
• Manage time effectively and work on several projects simultaneously
• Excellent written and oral communication skills
• Ability to provide efficient, timely, reliable and courteous service to clients. Ability to effectively present information in written and verbal form to teammates, clients and supervisors.

Qualifications

• Bachelor’s degree (Real Estate, Economics, Finance, Mathematics, or Statistics majors preferred)
• Minimum 2+ years of commercial real estate, private equity, or investment banking experience with an emphasis in financial modeling
• Successful applicants should be highly motivated and highly analytical with a passion for commercial real estate, loan and investment sales, and finance
• Advanced knowledge of Excel
• High-level understanding of financial concepts such as IRR, NPV, Cash on Cash
• Demonstrated research ability
• Knowledge of CoStar, Yardi Matrix, and other real estate data sources is a plus
• Knowledge of loan documents and terminology
• May perform other duties as assigned

Working Conditions:

Normal working conditions with the absence of disagreeable elements.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.