Senior Financial Analyst

Berkadia; Boston, Northern (MA, KY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Monthly volunteer hours

Donations matching

Parental leave (up to 12 weeks)

Tuition reimbursement

Mental health support

Pet insurance discounts

Job summary

Berkadia is seeking a Senior Financial Analyst to support the Boston Investment Sales team with underwriting multifamily investments and market intelligence. The role emphasizes translating complex financial and market data into compelling insights for clients and closing transactions efficiently.

The position requires strong Excel modeling, data analysis, and the ability to produce clear narratives and presentation materials for client-facing deliverables.

Qualifications

• Proficient in MS Office suite, especially Excel with VBA and complex formulas.
• Strong data analytics and market intelligence skills.
• Ability to translate data into clear, client-facing narratives.
• Organized and detail-oriented with accuracy.
• Experience using Adobe Creative Suite.

Responsibilities

• Perform detailed financial analysis and underwriting of multifamily investment opportunities using models.
• Analyze P&L statements, rent rolls, operating data, and other financial materials.
• Research and leverage market intelligence databases covering investment sales activity and economic trends.
• Translate financial and market data into clear insights and client-ready materials.
• Contribute to offering memorandums, market presentations, and marketing materials.
• Coordinate with brokers and production teams to support client deliverables and analyses.
• Support transaction execution and due diligence by tracking deliverables and deadlines.
• Maintain organized files and progress toward closing to ensure a smooth transaction process.

Skills

Excel modeling

Data analytics

Written communication

Detail oriented

Adobe Creative Suite

Tools

Adobe Creative Suite

Job description

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.

Discover your next opportunity at 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 Qualifications

• Proficient in MS Office suite, including exceptionally 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.

Benefits

• 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!

Be Your Best Self. Be Berkadia.

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 necessary steps 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. If you apply for this role, you are acknowledgingBerkadia's Application PolicyandBerkadia's Privacy Policy.