Financial Analyst

Transwestern is a vertically integrated commercial real estate firm dedicated to serving investors, partners and clients through expertise in investment, development, brokerage and property management. Our experience spans diverse property types, including logistics, multifamily, retail, mixed-use, healthcare, office, data centers, hotel, and life sciences. Across 35 offices nationwide, our team is united by a culture that cultivates agility, mutual trust and high performance.

Transwestern Services turns strategy into reality with consistency and accountability, collaborating to provide dynamic, tailored solutions. Whether representing a tenant, advising an investor or repositioning an asset, we operate with tenacity and own the outcome every time. Our 2,200-strong team works across service lines, ready to activate our full platform to deliver a customized, cohesive experience for clients.

POSITION SUMMARY:

Transwestern is seeking a skilled real estate transaction Financial Analyst to join our tenant advisory practice. The role will involve the analysis, review, and interpretation of various real estate documents such as leases, abstracts, operating statements, and market information. Our Financial Analyst will be integral to developing complex financial models to help clients understand the potential implications of their real estate decisions and researching market conditions to support financial scenario assumptions. This position offers the opportunity to work under the direction of senior consultants and peers in a mentoring environment.

The role encompasses a range of responsibilities and skills that are focused on the financial analysis of real estate strategies for commercial office occupiers and owners. The candidate must be proactive, ambitious, and perform at a high-level in a customer-focused, highly time-sensitive, and collaborative atmosphere. A strong grasp of real estate and financial principles as well as modeling concepts are essential to the success of this role.

POSITION ESSENTIAL FUNCTIONS

• Create complex and comprehensive financial models to help clients understand the economic implications of various real estate occupancy and ownership strategies
• Analyze market statistics, trends, leases, draft detailed abstracts, and summarize key lease clauses and economics
• Research and analyze building ownership and tenant profiles
• Develop customized client presentations and deliverables
• Analyze, review, and interpret real estate source documents, including leases, abstracts, operating statements, rent rolls, and other due diligence material
• Prepare executive summaries and deliver business cases, reoccurring client reports, and client presentations that influence the decision-making of client leadership
• Organize transaction related documents and term sheets
• Support transaction management with prospecting and pitching new business
• Other duties as assigned

POSITION REQUIREMENTS

Education:

• Bachelors degree with high academic achievement in Real Estate, Finance, Accounting, or Economics

Experience:

• 2+ years’ experience within commercial real estate industry, preferably tenant representation
• Relevant real estate, research, finance, accounting, or economics experience

 Technical Qualifications:

• Advanced proficiency with Microsoft Excel & PowerPoint, Word, Outlook, and Adobe
• Experience with LeaseCalcs a plus
• Experience with CoStar and other related CRE software a plus
• Strong understanding of financial concepts (i.e., Discounted Cash Flow, NPV, IRR, etc.)
• Ability to review, analyze and interpret source documents, including leases, operating statements, budgets, etc.
• Knowledge of Tableau or Power BI, decision science tools and stochastic modeling (Palisades suite, Python, R) and other business platforms a plus
• Must demonstrate an aptitude for building and understanding financial models
• Intellectual curiosity with a demonstrated enthusiasm for the commercial real estate industry
• Excellent quantitative and analytical skills in combination with outstanding communication skills (both oral and written)
• Self-starter with sharp focus on details with an awareness of the bigger picture
• A sense of personal accountability and urgency for achieving results in a challenging, fast-paced, environment
• Ability to work effectively and remain organized within a team and with all levels of personnel
• Professional demeanor and positive attitude

Personal Skills:

• Demonstrate intellectual curiosity and critical thinking skills
• Strong analytical, oral and written communication skills
• Strong interpersonal skills and ability to effectively present information
• Self-motivated, team orientated and strong time management skills
• Creative thinker comfortable working in a fluid, dynamic setting
• The qualified candidate will be detail oriented, able to handle multiple projects simultaneously, extremely professional, and customer service oriented
• Operates with a high degree of integrity and has ability to maintain discretion regarding personnel and industry-related matters
• Reliability a must

Other:

• Ability to read and understand information and ideas presented orally and in writing
• Ability to communicate information and ideas in writing, graphics, and orally so others will understand

Salary Range: $100,000 - $130,000

Eligible for performance based bonus program.

WORK SHIFT:

LOCATION:

ABOUT US

Our firm is built on a shared purpose: Empowering good people to do extraordinary things together. We hire smart, passionate, hard-working people who value both collaboration and independence. United by our brand promise, we own the outcome for clients, investors and partners. Learn more at transwestern.com. 

All candidates selected for an offer of employment are subject to pre-employment background checks, which may include criminal history, education verification, motor vehicle records, credit history, and professional license verification. In addition, your employment with Transwestern is subject to successfully passing a drug screen check prior to you starting with the firm.