Area of Responsibility
Key Elements and Essential Tasks
Perform complex financial analyses, including cash flow
projections with complex lease and financing structures, and
Create sophisticated Excel-based analytical tools including
macro-enabled financial models.
Prepare offering materials for new or existing assignments and
pursuits utilizing effective work planning capabilities.
Assist with the preparations of presentation and pitch materials
for new business pursuits.
Assist with preparation of client deliverables and presentations
which influence and provide impact for the client.
Manage the due diligence and closing process for complex
Gather and evaluate economic, demographic and real estate market
data for input into client deliverables and valuation models
Read and review real estate documents (i.e. leases,
environmental and engineering reports, appraisals, etc.) and
prepare abstract reports for clients and prospective clients.
Organize historical client contact/activity
Point of contact for tracking, management, reporting.
Review and analyze client's quantitative portfolio data, legal
documents, and other material as part of project due diligence
Any and all other duties and tasks assigned.
Knowledge, Skills & Abilities
Bachelor's Degree in Finance or Real Estate
Excellent academic credentials
Years of relevant experience
Entry level to 3 years in commercial real estate
Skills and knowledge
Computer proficiency (Excel, PowerPoint, Word)
Verbal and written communication
Analyze qualitative and quantitative information
Work successfully under pressure
Real Estate License
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