Financial Analyst-Real Estate

The Concourse Group LLC; Columbia (MD); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Healthcare Insurance (medical, dental,

Life Insurance

Long-Term Disability Insurance

401K with company match

Paid Time Off (PTO)

Paid Holidays

Job summary

The Concourse Group LLC in Columbia, MD, is seeking a Financial Analyst to support financial analysis of public-sector real estate projects. This hybrid role requires local presence for periodic office meetings and strong Excel skills, with ability to manage multiple tasks in a team environment.

Ideal candidates will have a finance or real estate background, proficiency in MS Office, and the ability to learn quickly while delivering accurate, decision-ready analyses for portfolio and transaction

Qualifications

• Bachelor's degree in Finance, Real Estate, or a related field.
• MBA a plus but not required
• Demonstrate proficiency with Microsoft Office products
• Expert proficiency in Excel highly preferred
• 1-2 years of in Financial Analysis experience preferred

Responsibilities

• Conducts financial analysis for client's national housing portfolio, including the creation of detailed pro-forma and financial models
• Assist with ongoing analysis of operations and performance of the existing housing portfolio, including performance vs. pro-forma
• Construct, manipulate, and continuously modify Excel-based models to calculate returns including IRR, NPV, and cash returns
• Support the transaction process in order to complete due diligence on targeted transactions, from acquisition to disposition
• Prepare and review a variety of analysis regarding existing portfolio of properties, including but not limited to budgets, operating statements, appraisals, market surveys and studies
• Create public-private venture strategies
• Conduct analyses to address complex financial issues and determine financial deal viability
• Assist with planning and policy issues
• Willingness to learn, demonstrate, and apply better methods of analyzing real estate transactions
• Provides support consistent with all aspects of determining project feasibility. Assist with the design, implementation expansion and continuous improvement of portfolio management
• Assist in preparing briefings, participate in meetings and provide technology support for databases, web solutions and benchmarking future decision making

Skills

MS Office Suite

Adobe Acrobat

Attention to detail

Hybrid collaboration

Prioritization

Critical thinking

Verbal & written communication

Problem solving

Education

Bachelor's degree in Finance or Real Estate

MBA (preferred)

Tools

Excel

PowerPoint

Word

Adobe Acrobat

Job description

Financial Analyst – Public Real-Estate Projects

SUMMARY

The Concourse Group is looking for a candidate to support financial analysis of real estate related projects serving public sector clients. This position is a hybrid position, and candidates must live local to the National Capital or Baltimore, Maryland Regions as meetings at our corporate office in Columbia, MD are required.

This position requires strong communication skills, strong knowledge of Excel and other MS Office products, the ability to learn new skills quickly, and high standards for growth and work quality. While training on specific tasks will be provided, the ideal candidate will have a background in financial calculations and analysis, preferably in the real-estate industry. This position also requires a high level of multi-tasking, time management skills and decision-making skills.

SKILLS AND ABILITIES

1. Skills in MS Office applications (Excel, PowerPoint, Word).
2. Skills with Adobe Standard and/or Pro.
3. Skilled with attention to detail and employing methods of quality control in work product.
4. Ability to effectively manage communications and coordinate tasks in a hybrid setting where participants are in geographically diverse regions.
5. Ability to adapt to changing priorities and a wide scope of tasking.
6. Ability to solve problems using critical thinking.
7. Ability to assemble, communicate and present information clearly both verbally and in writing.
8. Ability to analyze social nuances in a project management setting involving multiple parties from multiple organizations.
9. Ability to understand customer problems, quickly learn new tools and technologies, and work both independently and as part of a team.
10. Ability to solve problems using a detailed and well-ordered approach.
11. Ability to work without direct supervision and independently with structured guidelines.

POSSIBLE TASKS

1. Conducts financial analysis for client's national housing portfolio, including the creation of detailed pro-forma and financial models
2. Assist with ongoing analysis of operations and performance of the existing housing portfolio, including performance vs. pro-forma
3. Construct, manipulate, and continuously modify Excel-based models to calculate returns including IRR, NPV, and cash returns
4. Support the transaction process in order to complete due diligence on targeted transactions, from acquisition to disposition
5. Prepare and review a variety of analysis regarding existing portfolio of properties, including but not limited to budgets, operating statements, appraisals, market surveys and studies
6. Create public-private venture strategies
7. Conduct analyses to address complex financial issues and determine financial deal viability
8. Assist with planning and policy issues
9. Willingness to learn, demonstrate, and apply better methods of analyzing real estate transactions
10. Provides support consistent with all aspects of determining project feasibility. Assist with the design, implementation expansion and continuous improvement of portfolio management
11. Assist in preparing briefings, participate in meetings and provide technology support for databases, web solutions and benchmarking future decision making

REQUIRED EDUCATION AND EXPERIENCE

1. Bachelor' s degree in Finance, Real Estate, or a related field
2. MBA a plus but not required
3. Demonstrate proficiency with Microsoft Office products
4. Expert proficiency in Excel highly preferred
5. 1-2 years of in Financial Analysis experience preferred

PREFERRED EXPERIENCE

1. Internships completed for a Government (State, Local or Federal) Project directly related to finance or public sector real estate.

OTHER:

1. Must be organized, positive, proactive, and results-oriented
2. Must be a U.S. Citizen
3. Must live local to the National Capital Region, including the Baltimore and Annapolis regions

ABOUT CONCOURSE:

We exist to provide the best possible real estate, energy, finance, planning, and economic consulting support to inspire and empower our clients to achieve their important missions. A small business founded in 2001, The Concourse Group (Concourse) is an accomplished consulting firm committed to improving real estate, energy, and operational infrastructure. Our clients are federal, state, and local governments; universities and colleges; and housing authorities who are driven, in the face of declining budgets, to recapitalize their assets, effectively manage their resources.

This position is eligible for the comprehensive Concourse benefits package.

1. Healthcare Insurance Benefit | Health, Dental, and Vision benefits. Company-paid employee premiums.
2. Life Insurance | Company-paid benefit.
3. Long-Term Disability Insurance | Company-paid benefit.
4. Short-Term Disability Insurance | Employee-paid premium.
5. Health Savings Account | Pre-tax employee contribution.
6. 401K | Pre-tax employee contribution and Concourse matches up to 4% of the base salary.
7. Paid Time-Off (PTO) Benefit | 15 PTO days per year.
8. Paid Holidays | Eleven (11) paid federal holidays.
9. Other | Concourse offices are in Annapolis, MD. We offer a flexible daily work schedule and a hybrid weekly schedule.

Equal Opportunity Employer