Valuation Analyst, Real Estate Securities

Atlantic Group; Pennsylvania; Hybrid; USD 65,000 - 80,000; Full time

Job summary

Join a dynamic team as a Valuation Analyst focusing on real estate securities in Bucks County, PA. This exciting role offers the chance to analyze and value diverse real estate investments while collaborating with senior leadership. You'll leverage your expertise in finance and real estate, conducting market analyses and developing financial models to support investment decisions. With a competitive salary and a hybrid work schedule, this opportunity is perfect for those eager to make a significant impact in the financial services sector. If you have strong analytical skills and a passion for real estate, this position is for you!

Qualifications

• Bachelor’s or Master’s degree in Finance, Accounting, or Economics required.
• 1-5 years in Real Estate or Financial Services preferred.

Responsibilities

• Conduct market analysis and provide insights on valuation multiples.
• Develop financial models for valuation methods.

Skills

Analytical Skills

Communication Skills

Financial Modeling

Market Analysis

Data Analysis

Education

Bachelor’s degree in Finance

Master’s degree in Finance

Degree in Accounting

Degree in Economics

Tools

Excel

Bloomberg

Intex

CoStar

Argus

Compass Analytics

Job description

Job Overview - Valuation Analyst, Real Estate Securities: Join our client’s dynamic team in Bucks County, PA, as a Valuation Analyst, where you will play a key role in analyzing and valuing real estate securities across diverse sectors. This is an exciting opportunity for someone looking to leverage their expertise in finance and real estate with exposure to complex investment securities.

Compensation: $65,000 - $80,000/year + bonus
Location: Bucks County, PA
Schedule: Monday to Friday (Hybrid)

Responsibilities as the Valuation Analyst, Real Estate Securities:

1. Market Analysis: Conduct detailed research on capital markets, competitors, and industry trends, and provide insights on valuation multiples, market cap rates, and credit spreads.
2. Financial Modeling: Develop, enhance, and apply financial models for various valuation methods, including discounted cash flow and market multiples, to support real estate securities analysis.
3. Valuations: Lead valuations of real estate securities across subsectors like commercial and residential real estate, applying advanced qualitative and quantitative models.
4. Reporting: Prepare comprehensive market reports and present valuation results clearly to internal teams and clients.
5. Support: Collaborate with senior leadership and client teams to provide data-driven insights and support decision-making on real estate investments.

Qualifications for the Valuation Analyst, Real Estate Securities:

1. Education: Bachelor’s or Master’s degree in Finance, Accounting, or Economics (focus on valuation or securities analysis preferred).
2. Experience: 1-5 years in Real Estate or Financial Services, ideally with Debt and Equity Securities Valuation experience.
3. Technical Skills: Advanced proficiency in Excel, with experience in Bloomberg, Intex, CoStar, Argus, or Compass Analytics.
4. Certifications: Progress toward CFA or CAIA preferred.
5. Skills: Strong analytical and communication skills, with the ability to handle complex datasets and deliver clear, actionable insights.