Sr 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

Sr Analyst – Multifamily Investment Sales

Irvine, California, 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. Are you ready to be part of the next? Discover your next opportunity at Berkadia and apply today.

The Senior Financial Analyst is responsible for conducting comprehensive financial analyses to assess Commercial Real Estate assets, gaining expertise in market factors that influence the industry. This role involves supporting the preparation of financial analyses and market data for use in client-facing documents and presentations.

Responsibilities

• Ownthe process of analyzing P&L statements and rent rolls.
• Manage and updatedatabasestracking 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.

Preferred Qualifications

• Proficient in MS Office suite, including exceptionally strong Excel modeling skills–experience with VBA and complex formulas.
• Skilledin 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.

The provided base salary information for this position is part of an overall national range. The actual salary within our range for this position will bedeterminedby severalfactors, including but not limited to the scope, complexity and location of the role, the skills, education, training, credentials, and experience of the candidate. The total compensation package for this role may also includeadditionalincentive opportunities.

Compensation Range:

$85,000-115,000

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 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, discrimination, and unlawful retaliation, as well as access and reasonable accommodations for individuals with disabilities and sincerely held religious beliefs. If you require a reasonable accommodation to take part in the interview process, please contact [e-mail].