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Financial Analyst

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Transwestern

Sep 11

  • Job
    Full-time
    Junior Level
  • Miami
  • Quick Apply

AI generated summary

  • You need a relevant bachelor’s degree, real estate license, 2+ years in finance or real estate, advanced software skills, strong communication, analytical abilities, and project management experience.
  • You will assist brokers with client presentations, market analyses, property tours, RFPs, data reporting, contract negotiations, and business development while maintaining CRM and marketing materials.

Requirements

  • POSITION REQUIREMENTS
  • A bachelor’s degree with emphasis in real estate, accounting, finance, or related field.
  • A real estate license within state and maintained in good standing throughout employment.
  • Internship experience in Commercial Real Estate a plus.
  • 2+ years of work experience in Finance, Real Estate or Accounting preferred.
  • Advanced proficiency with Microsoft Word, Excel, and Adobe.
  • Knowledge of CoStar and other related CRE listing software a plus.
  • Knowledge of ESRI suite, GIS, Tableau, Power BI, Argus, Asana, Google suite, decision science tools and stochastic modeling (Palisades suite, Python, R) and other business platforms a plus.
  • Strong organizational, visualization, communication, and analytical skills.
  • Demonstrated writing skills; ability to write concisely and effectively.
  • Ability to create, articulate and effectively present information.
  • Must listen actively and attentively, capturing accurately and completely relevant and valuable information.
  • Ability to comprehend, analyze, and interpret complex documents.
  • Ability to effectively present information.
  • Able to track and support concurrent real estate projects at different stages and utilize a project management platform regularly.
  • Aptitude for sales prospecting through a variety of techniques including telephone and in person.
  • Ability to provide general direction/be self-managed/work independently.
  • Willingness to work hard in a transaction‐oriented environment and to take ownership of project outcomes.
  • Ability to provide efficient, timely, reliable, and courteous service to internal and external clients.
  • Ability to keep information and internal communications confidential.
  • Exhibit excellent verbal and written communication skills.
  • Travel may be required.

Responsibilities

  • ESSENTIAL JOB FUNCTIONS
  • Work with senior brokers to assist in calls and business development activities through prospecting, networking, relationship building, marketing and client presentations.
  • Provide clients with pertinent information on leasing availability, current market conditions, and financial analyses to assist in the decision-making process.
  • Accompany prospective clients to property tours to discuss property features, leasing rates, and terms.
  • Compile property data for clients, such as summary reports, maps, status updates, and industry/market-specific information.
  • Prepare Request for Proposals (RFP) and review RFP responses.
  • Analyze data and prepare real estate reports on average asking rents, tenants in the market, historical data, and market comparisons.
  • Report and update senior brokers on potential deals being generated, issues/concerns, and next steps.
  • Participate in contract negotiations and due diligence.
  • Draft correspondence to existing and prospective clients.
  • Gather, prepare, and distributes marketing materials.
  • Engage in the local community and charitable events, as well as industry and professional associations for the purpose of creating new contacts and generating new business.
  • Maintain client list and deals within the company’s CRM system.
  • POSITION REQUIREMENTS
  • A bachelor’s degree with emphasis in real estate, accounting, finance, or related field.
  • A real estate license within state and maintained in good standing throughout employment.
  • Internship experience in Commercial Real Estate a plus.
  • 2+ years of work experience in Finance, Real Estate or Accounting preferred.
  • Advanced proficiency with Microsoft Word, Excel, and Adobe.
  • Knowledge of CoStar and other related CRE listing software a plus.
  • Knowledge of ESRI suite, GIS, Tableau, Power BI, Argus, Asana, Google suite, decision science tools and stochastic modeling (Palisades suite, Python, R) and other business platforms a plus.
  • Strong organizational, visualization, communication, and analytical skills.
  • Demonstrated writing skills; ability to write concisely and effectively.
  • Ability to create, articulate and effectively present information.
  • Must listen actively and attentively, capturing accurately and completely relevant and valuable information.
  • Ability to comprehend, analyze, and interpret complex documents.
  • Ability to effectively present information.
  • Able to track and support concurrent real estate projects at different stages and utilize a project management platform regularly.
  • Aptitude for sales prospecting through a variety of techniques including telephone and in person.
  • Ability to provide general direction/be self-managed/work independently.
  • Willingness to work hard in a transaction‐oriented environment and to take ownership of project outcomes.
  • Ability to provide efficient, timely, reliable, and courteous service to internal and external clients.
  • Ability to keep information and internal communications confidential.
  • Exhibit excellent verbal and written communication skills.
  • Travel may be required.

FAQs

What is the salary range for the Financial Analyst position?

The salary range for the Financial Analyst position is $70,000 to $75,000.

What are the essential job functions for the Financial Analyst role?

The essential job functions include assisting senior brokers with business development, providing clients with market information and financial analyses, conducting property tours, preparing reports and proposals, and participating in contract negotiations.

What qualifications are required for the Financial Analyst position?

A bachelor’s degree with an emphasis in real estate, accounting, finance, or a related field is required, along with a real estate license in good standing. Internship experience in Commercial Real Estate and 2+ years of relevant work experience is preferred.

What software proficiency is expected from candidates?

Candidates should have advanced proficiency in Microsoft Word, Excel, and Adobe. Knowledge of CoStar, ESRI suite, GIS, Tableau, Power BI, and Argus is a plus.

Is prior experience in Commercial Real Estate necessary for this role?

While it is not strictly necessary, internship experience in Commercial Real Estate is considered a plus, and 2+ years of work experience in Finance, Real Estate, or Accounting is preferred.

What are the opportunities for professional development in this position?

This position involves engaging with clients, participating in contract negotiations, and developing marketing materials, which provides opportunities to enhance communication, analytical, and sales skills.

Are there opportunities for community engagement in this role?

Yes, the Financial Analyst is encouraged to engage in local community and charitable events, as well as industry associations, to create new contacts and generate business.

Will travel be required for this position?

Yes, travel may be required for the Financial Analyst role.

How does Transwestern Real Estate Services support diversity and inclusion?

Transwestern embraces diversity, equity, and inclusion, creating an environment that elevates the human spirit and encourages everyone to perform at their best.

What benefits does Transwestern offer in addition to salary?

Transwestern offers competitive salary and excellent benefits, including medical, dental, and vision coverage, as well as a 401(K) plan.

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Transwestern

Real Estate
Industry
1001-5000
Employees
1978
Founded Year

Mission & Purpose

The privately held Transwestern companies have been delivering a higher level of personalized service and innovative real estate solutions since 1978. Through an integrated, customized approach that begins with good ideas, the firm drives value for clients across commercial real estate services, development, and investment management. Operating from 33 U.S. offices, Transwestern extends its platform capabilities globally through strategic alliance partners whose unique geographic, cultural, and business expertise fuels creative solutions. Learn more at transwestern.com and @Transwestern.