Senior Financial Analyst, CRE Market Insights

PHB02 Berkadia Real Estate Advisors Inc.; Irvine (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Volunteer hours

Tuition reimbursement

Parental leave

Mental health care

Job summary

Berkadia is hiring a Senior Financial Analyst in Irvine, CA to conduct comprehensive financial analyses for commercial real estate assets. You will support client-facing documents and presentations, analyze P&L statements and rent rolls, and track key market metrics with strong Excel/VBA skills.

The role involves presenting analyses to clients, researching market trends, and creating clear market intelligence materials.

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.

Responsibilities

• Own the process of analyzing P&L statements and rent rolls.
• Manage and update databases tracking investment sales activity, construction pipelines, and other key real estate metrics.
• Occasionally present analyses and provide support to clients.
• Review industry surveys, benchmarks, and economic and demographic trends.
• Conduct research and write market intelligence for marketing materials, ensuring accuracy and clarity.
• Prepare and present analytical results, including graphics and charts, in a clear and concise manner.
• Build strong working relationships with team members to understand and address their market intelligence needs.
• Leverage market intelligence to develop compelling narratives for deals.
• Other duties as assigned.

Skills

Excel modeling

Data analytics

Data visualization

MS Office

Attention to detail

Tools

Adobe Creative Suite

Job description

Berkadia is hiring a Senior Financial Analyst in Irvine, CA to conduct comprehensive financial analyses for commercial real estate assets. You will support client-facing documents and presentations, analyze P&L statements and rent rolls, and track key market metrics with strong Excel/VBA skills.

The role involves presenting analyses to clients, researching market trends, and creating clear market intelligence materials.