CBREs Boston Retail Investment Properties Group is seeking highly qualified and exceptionally motivated candidates for a Financial Analyst role. Working under the direction of senior executives and leaders in their field, this position offers the opportunity to be part of a team that regularly handles high profile retail sales transactions.
The role encompasses a range of responsibilities and skills related to the full lifecycle of the investment sale process including client interfacing, lease abstracting, financial review, financial modeling, valuation, due diligence and closing assistance. The candidate must be proactive, ambitious, highly organized, and perform at a high-level in a client-focused, time-sensitive, and collegial atmosphere. A strong quantitative mindset and grasp of fundamental commercial real estate and financial principles as well as modeling concepts are important to the success of this role. Duties and responsibilities include, but are not limited to:
Review, analyze, abstract, and interpret various real estate documentation, including leases, operating statements, tenant sales reports, tenant CAM and Tax reconciliation statements, in-place loan docs, PCA/Phase I Reports, zoning studies, etc.
Evaluate and analyze a variety of financial results and indicators such as capital expenditures, financing scenarios, leasing and development opportunities, return metrics, operating records, financial statements, etc.
Build, update, audit and manage complex Argus and Excel models using detailed diligence information to create accurate financial projections.
Handle all aspects of the due diligence process which includes maintaining an inventory of documents received and requested, outstanding buyer requests, correspondence with both buyers and sellers.
Develop and prepare sophisticated and tailored client presentations and deliverables, including pitches and offering memorandums.
The right candidate will have the opportunity for advancement within the group and the start of a career in an exciting and fast-paced business working on some of New Englands highest quality retail properties.
o be considered for this role, please submit your online application along with a cover letter and PDF of your resume.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from a four-year college or university in a business-relatedfield. Some prior related work experience preferred but not required.
CERTIFICATES and/or LICENSES
Strong written and verbal communication skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to supervisors and finance management.
Requires knowledge of basic financial terms, concepts and accounting principles.
Ability to comprehend, analyze, and interpret financial information and the ability to accurately explain/report activity in verbal and written communications. Requires intermediate analytical skills.
OTHER SKILLS and ABILITIES
Computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Strong work ethic and adaptable.
SCOPE OF RESPONSIBILITY
Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.