Financial Analyst, Capital Markets (Multifamily)

Essential Duties 

• Support the execution of MAG Broker team financial analysis and valuation modeling requests, including scenario analyses 

• Prepare pro forma statements, discounted cash flow analyses, and Excel-based financial models with consideration of market conditions (both current historical)  

• Conduct audits of existing financial models for accuracy of model inputs and validity of assumptions 

• Perform extensive research, including but not limited to, reviewing and analyzing financial reports, studying comparable properties, collect information on the immediate area (demographics) and overall market; synthesize findings in a clear, concise manner  

• Develop high-level analysis summaries by identifying transaction considerations (strengths/weaknesses), trends, outliers, and logical inconsistencies 

• Assist with the drafting and preparing of Offering Memorandums, Broker Opinion of Value, and/or Request for Proposals 

• Communicate professionally to clients in the execution phase of the sales process (including assisting with Marketing Timelines, Scheduling Tours, Weekly Activity Reports, etc.) 

• Demonstrates continual development of cash flow and Excel-modeling skills and competencies. Deliverables will increase in complexity and scope over time in the role. 

• Prepares clear concise summary documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals and/or reports 

• Review tenant leases to abstract key data points and identify areas of issue/concern that will have an impact on the real estate financial analysis, as applicable for mixed use opportunities 

• Maintain owner database and track loan maturities for Business Development. 

• Maintain rent and sales comp database 

• Review analyses with deal team, answer clarifying questions and make accurate revisions  

• Participation in internal and external stakeholder meetings to present and discuss their analyses 

• May assist with market research of prospective transactions 

• Participates in broker team calls and meetings, as needed 

• Performs other related duties as or as requested 

Other Requirements & Administrative Duties 

• Bachelor’s Degree (Business, Finance, Accounting, Real Estate, etc.) preferred  

• Combination of education without a degree and corporate work experience may be considered 

• 0-2 years of financial analysis and Excel modeling experience, Capital Markets and/or multifamily underwriting experience a plus  

• Experience with creating or constructing discounted cash flow models in Excel 

• Client-service oriented mindset with a passion for producing a high-quality work product, meeting deadlines and client expectations 

• Highly proficient in Microsoft Office Suite. Advanced knowledge in Microsoft Excel a plus. 

• Experience with Salesforce, and CoStar and Axiometrics market research data a plus 

• Strong analytical skills with high attention to detail and accuracy 

• Ability to write effectively and succinctly for use in marketing deliverables, or other internal stakeholders 

• Good time management and organization skills 

• Ability to balance and prioritize multiple priorities in a high-volume, fast-paced environment 

• Growth oriented mindset, desire to learn more and shares knowledge to help others succeed