Senior Financial Analyst – Multifamily Investment Sales

Berkadia; Irvine (CA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Monthly volunteer hours

Donation matching

Employee Resource Groups

Fertility and family planning services

Parental leave (up to 12 weeks)

Mental health care

Tuition reimbursement

Pet insurance discounts

Job summary

Berkadia in Irvine, California, is seeking a Senior Financial Analyst to conduct comprehensive analyses of Commercial Real Estate assets and market factors shaping today’s investment landscape. You will support the preparation of financial analyses and market data for client-facing documents and presentations.

The role emphasizes Excel modeling, data visualization, and clear written communication as you analyze P&L statements and rent rolls, track activity, and deliver insights that inform

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 usingAdobe 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.
• Other duties as assigned.

Skills

Excel modeling

Data analytics

Data visualization

Strong writing

Detail oriented

Tools

MS Office suite

Adobe Creative Suite

Job description

Berkadia in Irvine, California, is seeking a Senior Financial Analyst to conduct comprehensive analyses of Commercial Real Estate assets and market factors shaping today’s investment landscape. You will support the preparation of financial analyses and market data for client-facing documents and presentations.

The role emphasizes Excel modeling, data visualization, and clear written communication as you analyze P&L statements and rent rolls, track activity, and deliver insights that inform