Senior Associate

MCube Financial LLC; Charlotte, Northern (NC, KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

MCube Financial LLC in Charlotte, NC seeks a lead analyst to independently execute projects for US/UK/Asia-based investment banks, lenders, asset managers and advisory firms. You will design work approaches, interpret information for accuracy and applicability, and present results in a structured manner.

The role requires deep financial modeling, valuation assignments, client communication, and the ability to guide timelines and decisions.

Qualifications

• Master's or Post Graduate degree in Finance.
• 3-4 years of US Commercial Real Estate experience in a KPO/Consulting Firm or Financial Services Company.
• Experience underwriting and due diligence for CRE investments.

Responsibilities

• Lead analyst on projects for US/UK/Asia-based banks, lenders, managers and advisory firms.
• Design work approaches based on client type and objectives.
• Perform in-depth financial analysis and present results.
• Conduct detailed financial modeling and valuation assignments.
• Maintain independent communication with the client and guide them through deliverables.
• Assist project lead with timelines and section progress.
• Aid decision making related to client management.
• Conduct sanity checks based on knowledge and data.
• Identify and escalate risks/issues to project leads.

Skills

MS Office & Excel

Financial statements

Modeling & valuation

CMBS markets

Third party reports

Communication skills

Attention to detail

Quality service

Problem solving

Team player

Education

Master's degree in Finance

Tools

Excel Macros/VBA

Job description

• To act as a lead analyst and independently execute projects for US / UK / Asia based investment banks, lenders, asset managers, hedge funds, large corporations and advisory firms.
• Understand scope of work and objectives based on client type and accordingly design work approach, interpret and analyze information for accuracy, exhaustiveness and applicability.
• Perform in depth financial analysis and present them in a structured manner.
• Perform detailed financial modeling and valuation assignments.
• Maintain independent communication with the client and able to take clients through the various sections of the deliverable.
• Help the project lead decide on timelines with regards to his/ her section of the work.
• Aid in decision making related to client management.
• Conduct sanity checks based on knowledge and not necessarily only data.
• Ensure that risks / issues are identified and escalated to the project leads.

Required Skills

Technical Skills :

• Exceptional MS Office and Excel skills (Macros, VBAs and advanced programming skills is a big Plus).
• Knowledge and ability to interpret financial statements.
• Knowledge of various modeling and valuation concepts and approaches.
• Knowledge of CMBS markets, various real estate property types and reporting of financial data.
• Knowledge of using third party reports, loan documents and analyzing borrower's financial statement.

Other Skills :

• Excellent communication skills, both verbal and written.
• Attention to details – making sure that all documents are client ready with minimal supervision.
• Striving for best quality service with great efficiency.
• Superior problem solving abilities and strong analytical thinking.
• Team player, motivated, fast thinker and learner, dynamic person with strong business acumen and perspective.

Work Experience

3-4 years of relevant US Commercial Real Estate experience in a KPO or Consulting Firm or Financial Services Company in analyzing financial and operational information to underwrite and provide due diligence on commercial real estate properties. Use of market, industry and economic information to help make the investment decisions on behalf of lending / investment firms in real estate.

Educational Qualification

• Master's or Post Graduate degree in Finance.