Transactions Associate

Franklin Templeton Investments; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

401K plan

Volunteer opportunities

Volunteer time off

Parental leave

Discount purchase programs

Job summary

Clarion Partners, a leading real estate investment manager, seeks a Transactions Associate in Dallas to analyze property, portfolio, and M&A opportunities and execute the investment program across the advisory business.

The role requires independent work within a team spanning finance, acquisitions, asset management, development, research, and marketing. Strong analytical, writing, and collaboration skills are essential.

Qualifications

• Bachelor’s degree in finance or real estate with a GPA 3.5+.
• 3–6 years postgraduate experience as an investment analyst; acquisitions, asset management, or capital markets preferred.
• Strong skills in financial analysis and modeling; high competency in preparing cash flows.
• Experience underwriting both commercial and residential assets; development and debt opportunities preferred.
• Experience preparing investment recommendations and presenting opportunities.

Responsibilities

• Assemble and modify discounted cash flow models using Excel and Argus Enterprise.
• Develop opinions on underwriting assumptions and pricing/returns.
• Lead due diligence including reports, title, surveys, and leases.
• Draft investment memorandums for committees.
• Collect and present data from multiple sources concisely.
• Monitor financial performance of properties and portfolios.
• Create and maintain portfolio models.
• Assist with financing and dispositions.
• Prepare portfolio and client reports.
• Support special projects and ad-hoc reporting.

Skills

Financial analysis

Financial modeling

Cash flow analysis

Excel

Argus Enterprise

Due diligence

Investment underwriting

Team collaboration

Education

Bachelor’s degree in finance or real estate

Tools

Argus Enterprise

Excel

Job description

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

Description:

The Transactions Associate will work in collaboration with the Dallas-based acquisitions investment team to analyze potential property, portfolio, and M&A investments across the risk-return spectrum, and to execute the overall investment program for Clarion Partners' real estate investment advisory business. The candidate must be able to work independently and as part of a team that includes the disciplines of finance, acquisitions, asset management, development, research, and marketing.

Position Overview & Responsibilities:

• Assembling and modifying discounted cash flow projection models with respect to an investment, utilizing both Microsoft Excel and Argus Enterprise
• Utilize judgment, develop and form strong opinions on various underwriting assumptions and appropriate pricing/return parameters
• Assist with, and in certain cases lead, all due diligence relating to new investments including, but not limited to, the review of third party environmental, engineering, and bespoke reports, title, survey, historical financial statements, leases, and market/competitive position research
• Assembling and drafting investment memorandums to be presented to Clarion Partners and client investment committees
• Demonstrating the ability to collect, ascertain, and review data from multiple sources while presenting such data in a concise and relative manner
• Monitor and analyze the financial performance of properties, portfolios, and operating companies
• Create and maintain portfolio models
• Assist with financing and disposition transactions
• Assist with preparation and review of portfolio level and client reports
• Assist with special projects and prepare ad-hoc reports as needed

Candidate Profile | Minimum Requirements:

• Education: Bachelor’s degree in finance or real estate with a GPA of 3.5 or higher
• Experience: 3-6 years postgraduate experience as an investment analyst; Acquisitions, asset management, or capital markets experience is preferred
• Strong skills in financial analysis and modeling; high competency in preparing cash flows
• Proven track record of success deploying capital into investments that generate projected returns and create long-term value for all stakeholders
• Experience in the investment underwriting both commercial and residential asset types; Experience underwriting development and debt opportunities in addition is preferred
• Experience in preparing written investment recommendations and participating in investment opportunity presentations
• Candidate should be extremely detail-oriented, proactive, and self-motivated with a strong work ethic and possess the ability to execute effectively in a fast-paced, deadline-driven environment
• Candidate must possess strong interpersonal communication and writing skills as well as a high degree of integrity
• Candidate must be able to be a strong team member with the ability to report up to middle-management and senior management, while also leading the members of the analyst pool

Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind,

• highly competitive and expansive health care coverage
• a comprehensive 401K
• company-sponsored volunteer opportunities
• individual volunteer time off
• parental leave and childcare programs
• as well as other benefits and discount purchase programs

Clarion Partners is committed to fostering an inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

At Clarion Partners, you will have the opportunity to build a career based on your dedication and talent in a culture that values both collaboration and autonomy. The work you do will have a real impact.

Whether you're looking to begin your journey in commercial real estate, or strengthen an already robust career, Clarion Partners offers several ways to contribute to the growth of our Firm and success of our clients.