Senior Analyst - Transactions

Franklin Templeton; United States; On-site; USD 115,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

401K

Volunteer opportunities

Volunteer time off

Parental leave

Discount purchase programs

Job summary

Clarion Partners in New York seeks a Senior Analyst to build and modify discounted cash flow models using Excel and Argus, assist due diligence, draft investment memoranda, and monitor financial performance of properties and portfolios.

You will help with financing and dispositions, prepare ad-hoc reports, and contribute to special projects. A Bachelor’s in real estate or finance and 2 years of postgrad experience are required; strong writing and interpersonal skills are essential.

Qualifications

• Bachelor’s degree in real estate or finance; advanced degree is a plus.
• 2+ years postgraduate experience in real estate investments.
• Strong financial analysis and modeling skills; high cash-flow forecasting ability.
• Experience underwriting both commercial and residential assets; development opportunities desired.
• Excellent writing and communication skills; integrity and independence.

Responsibilities

• Assemble and modify discounted cash flow models using Excel and Argus.
• Assist due diligence including environmental reports, leases, and market research.
• Draft investment memoranda for committees.
• Monitor financial performance of properties and portfolios.
• Prepare portfolio-level and client reports; ad-hoc analyses.
• Support financing and disposition activities.
• Spend up to 25% on asset/portfolio research and management.

Skills

Financial analysis

Financial modeling

Interpersonal communication

Writing skills

Self-motivation

Education

Bachelor’s degree in real estate or finance

Tools

Excel

Argus

Job description

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

Position Overview:

• Assembling and modifying discounted cash flow projection models with respect to an investment, utilizing both Excel and Argus
• Assist with all due diligence relating to new investments including but not limited to the review of third party environmental and engineering reports, title, survey, historical financial statements, leases, and market research
• Assembling and drafting investment memos to be presented to Clarion Partners and client investment committees
• Monitor and analyze the financial performance of properties and portfolios
• Create/maintain portfolio models
• Assist with financing and disposition transactions
• Assist with preparation and review of portfolio level and client reports
• Prepare ad-hoc reports when needed
• Assist with special projects as needed
• Projections: Assemble and modify cash flow projection models with respect to an investment, utilizing both Argus and Excel
• Utilize judgment, develop and form strong opinions on various underwriting assumptions and appropriate pricing/return parameters
• Investment Memoranda: Prepare and assist in the presentation of Preliminary and Final Investment Memoranda to the Investment Committee and to Portfolio Management personnel. Involves substantial data review and writing
• Assist with financing
• Prepare ad-hoc reports when needed; assist with special projects as needed
• Up to 25% of the analyst’s time may be spent on asset management, portfolio management, or research tasks

Candidate Profile | Minimum Requirements:

Education:

• Bachelor’s degree in real estate or finance; advanced degree is a plus

Senior Analyst Experience:

• 2 years postgraduate experience

• Strong skills in financial analysis and modeling; high competency in preparing cash flows
• Proven track record of success deploying capital into investments that generate projected returns and create long‑term value for all stakeholders
• Experience in investment underwriting both commercial and residential asset types.
• Experience underwriting development opportunities is preferred
• Experience in preparing written investment recommendations and participating in investment opportunity presentations
• Candidates should be proactive and self‑motivated with a strong work ethic and possess the ability to execute effectively in a fast‑paced, deadline‑driven environment
• Candidate must possess strong interpersonal communication and writing skills as well as a high degree of integrity
• Must possess the ability to undertake detailed analyses and to make well‑reasoned, decisive recommendations to senior management
• Excellent writing skills, financial/quantitative skills, and fluency in Excel and Argus software are required
• Must be able to efficiently work with a minimum of supervision, and to allocate time between multiple tasks/demands, changing priorities, and tight deadlines; an ability to concurrently pursue multiple opportunities is required

Salary:

If based in New York, the base salary range for this position is USD $115,00 - $120,000. Actual base salary offered will be determined by several components including but not limited to the candidate's experience, job‑related knowledge, and qualifications. Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Total compensation may vary based on role, location, and individual performance. For roles located outside of Los Angeles, please disregard the posted salary range as these roles will follow a separate compensation process based on the local market.

Equal Opportunity Employer:

Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Benefits:

• highly competitive and expansive health care coverage
• a comprehensive 401K
• company‑sponsored volunteer opportunities
• individual volunteer time off
• parental leave and childcare programs
• other benefits and discount purchase programs

Inclusive Environment:

Clarion Partners is committed to fostering an inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Other Information:

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position. At Clarion Partners, you will have the opportunity to build a career based on your dedication and talent in a culture that values both collaboration and autonomy. The work you do will have a real impact. Whether you're looking to begin your journey in commercial real estate, or strengthen an already robust career, Clarion Partners offers several ways to contribute to the growth of our Firm and success of our clients.