Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?
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
Berkadia is seeking a Senior Financial Analyst with 3-5 years of applicable experience to join the Multifamily Investment Sales team based in the Irvine office. This role supports the team’s transaction activity across Southern California through complex quantitative analysis, financial modeling, and underwriting. Additional responsibilities include the preparation of institutional-quality marketing collateral, in-depth market research and analysis, and support of transaction due diligence. This position is best suited for a motivated, analytically strong professional who is passionate about multifamily real estate and interested in growing within a collaborative investment sales platform. The role combines a strong focus on quantitative analysis and financial modeling matched with qualitative analysis and practical business application.
We Innovate to shape the future of CRE, so in this role you will:
· Prepare complex financial models and underwriting analyses for multifamily investment sales assignments.
· Analyze operating statements, rent rolls, and other property-level data to support valuation and transaction execution.
· Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
· Regularly present analyses internally, with opportunities to support client presentations externally.
· Review industry surveys and benchmarks, economic and demographic trends.
· Research, draft, and proof market intelligence for use in marketing collateral.
· Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner.
· Establish strong working relationships with the team to understand and identify their needs for market intelligence.
· Demonstrate strong organizational skills in prioritizing tasks, managing multiple assignments, and adapting to changing priorities in a team environment.
· Utilize research and market data to help craft the strategy for each deal.
· Other duties as assigned.
We Stand for Excellence, so to achieve success in this role you should have:
- Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
· Experience with data analytics, including demographics, competitive data, and industry and real estate trends.
- Organized and highly detail-oriented; accustomed to allocating time to double-check work.
· Ability to think commercially and understand the needs of different client groups, including investment management firms, investment sales advisors, and lenders.
· Strong work ethic with the ability to work independently and deliver results with minimal supervision.
· Ability to work effectively both as an individual and as part of a team.
· Ability to communicate complex ideas in writing and through data visualization techniques to diverse audiences.
· Must be proficient in MS Office Suite (Outlook, Word, PowerPoint and Excel).
· Experience leveraging AI tools to enhance financial modeling, market research, or document production a plus.
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-HB1 #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.
Skills Required
- 3-5 years of applicable experience
- Exceptionally strong Excel modeling skills, including complex formulas and VBA
- Experience with data analytics, including demographics, competitive data, and real estate trends
- Highly organized and detail-oriented with time management and quality control skills
- Commercial thinking and ability to understand needs of investment managers, sales advisors, and lenders
- Ability to work independently and deliver results with minimal supervision
- Ability to work effectively both individually and as part of a team
- Strong written communication and data visualization skills for diverse audiences
- Proficiency in MS Office Suite (Outlook, Word, PowerPoint, Excel)
- Experience leveraging AI tools to enhance financial modeling, market research, or document production
What We Do
Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets. Our unique ownership structure allows us to put our clients’ interests first and create a marketplace that delivers a superior experience.
