Senior Financial Analyst

Description

Franklin Street is currently seeking a Senior Financial Analyst to join our team in Tampa, FL.

The ideal candidate must possess 3-5 years of capital markets or commercial real estate experience, and an undergraduate degree in Finance, Economics, or a related field, and Mid-level to advanced Microsoft Excel skills are required to be successful at this role.

Position Overview:

The Senior Financial Analyst will support our brokerage teams to enable them to reach a high level of production and provide exceptional value to our clients. Included will be the performance of the duties that follow.

• Prepares detailed financial analysis for investments in multiple real estate asset classes with a focus on multifamily, retail, and office.
• Upgrades complex financial models and improves upon existing templates.
• Assembles comprehensive investment packages and proposals of all types.
• Coordinates and collects market research and data to determine appropriate rents, expenses, and vacancy assumptions for new underwriting and/or presentation materials.
• Proactively collects, catalogues, and previews various trade areas and geographies to identify strategic investment opportunities.
• Updates and maintains internal database.
• Proactively researches and stays abreast of industry changes.
• Provides documentation of investment issues and root cause for future issue avoidance.
• Performs analysis of historical and current comparative property-specific data and market rent data related to economic metrics, along with current micro and macro market conditions, to determine financial underwriting and presentation assumptions to present to clients along with the decision logic needed in order to make recommendations.
• Performs other duties as assigned.

Requirements

• 3-5 years of capital markets or commercial real estate experience preferred.
• Undergraduate degree in Finance, Economics or related field from a regionally accredited university or college required.
• Mid-level to advanced MS Office competencies, including Excel, Word, and Outlook, organizational skills and customer service focused interpersonal skills.
• Ability and diligence to read through offering memorandums, understand and extract critical information.
• Experience in cash flow forecasting, financial analysis, and real estate pro forma modeling.
• Ability to work well with groups under pressure when superiors give you big projects on short notice for pitches to private and institutional partners and clients.
• Desire to volunteer to be outside of comfort zone to learn new things.
• Expository writing skills.
• Understanding of how to create basic interactive maps using Google, Bing, etc.
• Fluent with basic real estate concepts for all major property types, strong grasp of financial terms and principles necessary in real estate underwriting (IRR, NPV, Return on Equity, investor waterfall structures, etc.)
• Working knowledge of capital markets.
• Ability to learn and comprehend capital markets related to private equity or investment banking.
• Ability to learn and comprehend Market Sales, Secondary Mortgage Markets (e.g., Mortgage Backed Securities, Whole Loans, and Asset Backed Securitization).
• Ability to take direction but work independently or as part of a team.
• Proactive thinker with a detail-oriented approach to problem solving.
• Strong attention to detail, organizational skills, and the ability to meet time-sensitive deadlines. Ability to multi-task and adjust priorities in a constantly changing, fast-paced environment.

About Franklin Street:

Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients’ evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions—Real Estate, Capital, Insurance, Property Management, and Project Management—Franklin Street offers unmatched value and optimal solutions for clients nationwide.

Make your next career move with Franklin Street. With seven lines of business and nine offices across, that perfect opportunity you’ve been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.

Learn more about Franklin Street and our award-winning culture at www.FranklinSt.com.

Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.

Must be able to successfully pass pre-employment (post-offer) drug screen and background check.

Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.