Description
The Financial Analyst will support transactions generated by the C&W EDSF and investment sales teams including debt/equity financings for portfolios, joint ventures, loan sales, and institutional-quality asset sales. Additionally, the Financial Analyst will be responsible for the initial due diligence and financial analysis of sales transactions, screening and evaluation of financial and operating statements, and supporting the team Associate and/or Brokers in evaluating deal feasibility, market strength and pricing/valuation structures.
Responsibilities
- Prepare debt and/or equity and sales offering memoranda for commercial real estate transactions, including gathering client and property information, section write ups, creating tables, graphs and charts, and managing the graphic design process in conjunction with graphic designer
- Analyze and evaluate rent rolls and operating statements of properties being considered for financing or sales to determine feasibility and valuation
- Prepare pro forma statements and projections which accurately reflect history of properties, as well as current and projected future market conditions
- Prepare financial models in Excel and Argus for clients which outline valuation and pricing structures
- Prepare discounted cash flow analyses
- Research, analyze, and evaluate market feasibility for various real estate transactions
- Prepare debt sizing’s, prepayment/defeasance calculations
- Assist in collecting and evaluating required due diligence for transactions to include making necessary inquiries to clients to ensure that required information is provided in a timely manner
- Understand and review real estate documents (leases, loan documents, appraisals, etc.) to determine if any issues/inconsistencies exist
- Convey all particulars of a transaction (financial projections, market and location issues and tenant analysis etc.) in formal written format for financing packages presented to clients
- Generate weekly reports and updates to senior brokers on calling program status and loan quote grids
- Collect lender/investor bids and maintain quote matrix, lender lists
- Participate in marketing calls
- Contact and respond to lender/investor requests/questions
- Assist in conducting property tours / inspections
Experience
Less than 1 year
This job is no longer active.