Financial Analyst

Essential Duties and Responsibilities

• Update and maintain Argus models for use in acquisitions, dispositions, and financings
• Prepare quarterly models in ARGUS for assets in the portfolio
• Prepare quarterly cash flow models in Excel for assets in the portfolio
• Coordinate with various departments to prepare forecasts and annual budgets
• Facilitate and/or prepare year-end reconciliations
• Review monthly client reporting packages
• Prepare financial analysis on new and existing tenant leasing proposals
• Conduct and assist in due diligence requests on potential investments as well as existing assets
• Monitor real estate and financial markets industry news and trends
• Assist in special projects as assigned

Provide superior client service

The financial analyst’s work product is presented to clients and investors. Financial Analysts are expected to:

• Uphold client confidence
• Protect operations by keeping proprietary information confidential
• Ensure work product is of the highest quality
• Perform other tasks as requested by clients

Qualification Requirements

Education and/or Experience

• Bachelor’s degree (in finance, real estate, or related field preferred)
• Two years of related experience and/or training preferred
• Intermediate Excel Skills
• Knowledge of Yardi software systems preferred
• Knowledge of Argus preferred

Knowledge/Skills

• Microsoft Office Skills
• Professionalism
• Thrives under pressure
• Flexibility
• Ability to manage time and priorities
• Written/Verbal Communication
• Detail Oriented

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Use of computer screens and keyboards
• Manual dexterity sufficient for constant use of a keyboard, mouse and telephone/radio
• Ability to operate office equipment, including a copier, fax machine, postage machine, etc.
• Ability to lift 20 pounds
• Speech and hearing sufficient for regular communications on the phone, radio or face-to-face
• Vision sufficient for reading work-related documents on a monitor or in paper format
• Sufficient sense of smell to detect dangerous odors
• Ability to walk, bend, stoop, climb, and reach in the course of normal office functions
• Ability to sit and stand for long periods of time

This job description is not all inclusive.  Other duties and responsibilities may be required.  In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position. Equal Opportunity Employer.

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