Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?
We are seeking a highly analytical and detail-oriented Senior Financial Analyst to support the Denver Investment Sales team with both financial modeling and transaction management. This hybrid role is designed to bridge the gap between financial analysis and operational execution, ensuring seamless support throughout the lifecycle of commercial real estate transactions. The ideal candidate will be comfortable working in a fast-paced environment, collaborating across departments, and managing multiple priorities with precision.
Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.
We Innovate to shape the future of CRE, so in this role you will:
Responsibilities:
Financial Analysis & Market Intelligence:
- Develop and maintain sophisticated financial underwriting models for commercial real estate development, acquisition, and disposition.
- Break down and analyze P&L statements and rent rolls to support valuation and investment decisions.
- Utilize and maintain databases tracking investment sales activity, construction pipeline, and other relevant real estate metrics.
- Review industry surveys, benchmarks, and economic/demographic trends to inform market positioning.
- Assist in the research, writing, and proofing of market intelligence for marketing materials.
- Prepare and present analysis results, including charts and graphics, in a clear and concise manner.
- Establish strong working relationships with internal stakeholders to identify market intelligence needs.
- Occasionally present findings and support analyses in client meetings.
Transaction Management & Operational Support:
- Coordinate and streamline the flow of projects, documents, and communication between advisors and internal teams.
- Gather information from advisors and departments to support the creation of marketing materials, proposals, and presentation packages.
- Launch listings and provide ongoing support through close of escrow.
- Manage listing agreements and contracts of sale in compliance with corporate and Department of Real Estate requirements.
- Serve as the point of contact for due diligence, facilitating communication between buyers and sellers.
- Coordinate closing documentation and follow up on outstanding items to ensure timely completion.
- Compose real estate documentation including listing agreements, commission receipts, purchase agreements, and transaction data.
- Maintain CRM database of potential buyers, sellers, property listings, and escrows.
- Other duties as assigned.
We Stand for Excellence, so to achieve success in this role you should have:
Qualifications:
- Bachelor’s degree in Finance, Real Estate, Business, or a related field.
- Experience in Commercial Real Estate is preferred.
- Two or more years of prior experience in financial analysis, ideally within commercial real estate.
- Demonstrated interest or background in transaction coordination or operations.
- Advanced proficiency in Microsoft Office Suite, including Outlook, Word, PowerPoint, Excel, and Adobe InDesign.
- Expert-level ability in Excel and financial modeling.
- Previous experience with Salesforce is preferred.
- Familiarity with CRM systems and real estate databases.
- Exceptional organizational abilities and capacity to multitask in a dynamic, fast-paced environment with competing priorities.
- Strong project management skills, with proven ability to coordinate internal project delivery teams while maintaining focus.
- Clear verbal and written communication skills, effective across all levels of an organization.
- Outstanding customer service skills and the ability to manage the expectations of clients with strong personalities.
- 3+ years of experience in a similar position
We believe People Matter, so we offer benefits that go beyond:
- Monthly paid volunteer hours and donation matching to benefit our communities
- Employee Resource Groups that help you grow with us
- Fertility and family planning services
- Up to 12-weeks of fully paid parental leave
- Mental health care, including free counseling sessions:
- We'll help you fund your learning journey with generous tuition reimbursement
- Pet insurance discounts
- And more!
Be the Next Big Thing. Be Berkadia.
#LI-HG1 #LI-ONSITE
Berkadia, as an equal opportunity employer, celebrates our employees’ unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact [email protected].
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
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