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Berkadia

Integrated commercial real estate investment services

Senior Financial Analyst - Multifamily Investment Sales

Real Estate SalesUpdated on Nov 13
Full-timeIrvine, CA, USAIn-person

About the Job

Responsibilities

  • Own the process of analyzing profit and loss statements and rent rolls.
  • Manage and update databases tracking investment sales activity, construction pipelines, and other key real estate metrics.
  • Occasionally present analyses and provide support to clients.
  • Review industry surveys, benchmarks, and economic and demographic trends.
  • Conduct research and write market intelligence for marketing materials, ensuring accuracy and clarity.
  • Prepare and present analytical results, including graphics and charts, in a clear and concise manner.
  • Build strong working relationships with team members to understand and address their market intelligence needs.
  • Leverage market intelligence to develop compelling narratives for deals.

Desired Qualifications

  • Be proficient in the Microsoft Office suite, including exceptionally strong Excel modeling skills, with experience using VBA and complex formulas.
  • Have skills in data analytics, including demographics, competitors, and industry trends.
  • Be able to simplify and communicate complex ideas effectively through writing and data visualization.
  • Be organized and detail-oriented, with a focus on accuracy and thoroughness.
  • Have experience using Adobe Creative Suite.

About the Company

Berkadia

Integrated commercial real estate investment services

Berkadia provides integrated commercial real estate services across the full investment lifecycle, offering investment sales, mortgage banking, and loan servicing for multifamily and other commercial properties. Its platform uses technology, data, and analytics to support underwriting, closing, servicing, and asset management, delivering a seamless, end-to-end experience for institutional and individual investors. What sets Berkadia apart is its scale and backing as a joint venture between Berkshire Hathaway and Jefferies Financial Group, which gives broad access to capital and extensive industry relationships. Its goal is to help clients optimize investment outcomes through comprehensive, data-driven financial services and asset management.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$361.2M
Headquarters
Amherst, New York
Founded
2009

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