Real Estate Transactions Analyst: Invest, Underwrite & Close Deals

Franklin Templeton Investments; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

401K plan

Volunteer opportunities

Volunteer time off

Parental leave

Discount purchase programs

Job summary

Clarion Partners, a leading real estate investment manager, seeks a Transactions Associate in Dallas to analyze property, portfolio, and M&A opportunities and execute the investment program across the advisory business.

The role requires independent work within a team spanning finance, acquisitions, asset management, development, research, and marketing. Strong analytical, writing, and collaboration skills are essential.

Qualifications

• Bachelor’s degree in finance or real estate with a GPA 3.5+.
• 3–6 years postgraduate experience as an investment analyst; acquisitions, asset management, or capital markets preferred.
• Strong skills in financial analysis and modeling; high competency in preparing cash flows.
• Experience underwriting both commercial and residential assets; development and debt opportunities preferred.
• Experience preparing investment recommendations and presenting opportunities.

Responsibilities

• Assemble and modify discounted cash flow models using Excel and Argus Enterprise.
• Develop opinions on underwriting assumptions and pricing/returns.
• Lead due diligence including reports, title, surveys, and leases.
• Draft investment memorandums for committees.
• Collect and present data from multiple sources concisely.
• Monitor financial performance of properties and portfolios.
• Create and maintain portfolio models.
• Assist with financing and dispositions.
• Prepare portfolio and client reports.
• Support special projects and ad-hoc reporting.

Skills

Financial analysis

Financial modeling

Cash flow analysis

Excel

Argus Enterprise

Due diligence

Investment underwriting

Team collaboration

Education

Bachelor’s degree in finance or real estate

Tools

Argus Enterprise

Excel

Job description

Clarion Partners, a leading real estate investment manager, seeks a Transactions Associate in Dallas to analyze property, portfolio, and M&A opportunities and execute the investment program across the advisory business.

The role requires independent work within a team spanning finance, acquisitions, asset management, development, research, and marketing. Strong analytical, writing, and collaboration skills are essential.