Senior Financial Analyst

Berkadia Proprietary Holding LLC; Boston, Northern (MA, KY); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Volunteer hours

Employee resource groups

Fertility and family planning

Parental leave

Mental health care

Tuition reimbursement

Pet insurance

And more

Job summary

Berkadia is seeking a Senior Financial Analyst to support the Boston Investment Sales team with underwriting, market intelligence, and client-ready materials for multifamily opportunities.

The role combines strong financial modeling, disciplined data management, and clear storytelling to translate market and asset data into compelling insights for investment decisions and efficient closing.

Qualifications

• Proficient in MS Office, especially Excel modeling with VBA and complex formulas.
• Strong data analytics and ability to convey insights clearly.
• Ability to simplify and communicate complex ideas through writing and visuals.
• Organized and detail-oriented with a focus on accuracy.

Responsibilities

• Perform detailed financial analysis and underwriting of multifamily investments.
• Analyze P&L statements, rent rolls and operating data to evaluate performance and potential.
• Research market intelligence databases and maintain industry benchmarks.
• Translate data into clear insights, narratives, charts, and client-ready materials.
• Contribute to offering memorandums and market presentations; craft investment theses.

Skills

Excel modeling

Data analytics

Data storytelling

Attention to detail

Adobe Creative Suite

Job description

Boston, Massachusetts, United States of America

Be Part of the Next. Be Berkadia.

Berkadia is built on deep expertise, strong relationships, and a commitment to excellence across the commercial real estate industry. What sets us apart is our people. As a values-driven organization, we foster a culture where collaboration thrives, growth is encouraged, and employees are empowered to make an impact. Together, our people strengthen our business and help shape the future of Berkadia.

The Senior Financial Analyst plays a critical role in supporting the Boston Investment Sales team by delivering accurate financial analysis, market intelligence, transaction coordination, and client-ready presentation materials for multifamily investment opportunities. This role combines strong underwriting expertise , disciplined data management, and clear storytelling to translate complex financial, operational, and market information into compelling insights that help position assets, inform investment decisions, and support efficient transaction execution from initial analysis through successful closing.

Responsibilities

Perform detailed financial analysis and underwriting of multifamily investment opportunities, including existing assets, value-add opportunities, and ground-up developments using proprietary or team-approved models.

Analyze P & L statements, rent rolls, operating data, and other financial materials to evaluate asset performance, investment potential, and transaction considerations.

Research, maintain , and leverage market intelligence databases covering investment sales activity, construction pipelines, economic trends, demographic data, competitive positioning, and other relevant real estate metrics.

Develop and maintain deep market knowledge through industry research, surveys, benchmarks, economic forecasts, news sources, and trade publications.

Translate financial, market, and property-level data into clear insights, compelling narratives, graphics, charts, and presentation materials that support client-facing deliverables.

Contribute to offering memorandums, broker opinions of value, “state of the market” presentations, and other marketing materials by researching, writing, editing, proofing, and ensuring consistency and accuracy.

Craft the investment thesis and overall story for each assignment by connecting market conditions, property performance, location dynamics, and broader investment trends into a cohesive value proposition.

Partner with brokers and production team members to understand analytical needs, identify strategic opportunities, and support presentations or analyses for clients and prospects as needed.

Support transaction execution and due diligence by coordinating among buyers, sellers, brokers, title companies, and other stakeholders; tracking deliverables, documentation, deadlines, disclosures, contingencies, and information requests.

Maintain a consistent, quality-controlled transaction process by organizing files, monitoring progress toward closing, following up on missing documents, conducting preliminary file audits, and proactively addressing issues or risks.

Manage responsibilities in a timely , organized, and accountable manner while supporting the team’s standard business hours and completing other duties as assigned.

Preferred Qualification s

Proficient in MS Office suite, including e xceptionally strong Excel modeling skills – experience with VBA and complex formulas.

Skilled in data analytics, including demographics, competitors, and industry trends.

Ability to simplify and communicate complex ideas effectively through writing and data visualization.

Organized and detail-oriented, with a focus on accuracy and thoroughness.

Experience using Adobe Creative Suite.

We believe People Matter, so we offer benefits that go beyond:

• Monthly paid volunteer hours and donation matching to benefit our communities
• Employee Resource Groups that help you grow with us
• Fertility and family planning services
• Up to 12-weeks of fully paid parental leave
• Mental health care, including free counseling sessions:
• We’ll help you fund your learning journey with generous tuition reimbursement
• Pet insurance discounts
• And more!

Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.

In keeping with our commitment, Berkadia takes the necessarysteps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities.If you require reasonable accommodation to take part in the interview process, please contact [e-mail].

You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law.