cover letter sample for real estate analyst

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Real Estate Analyst Cover Letter Sample

Get invited for more job interviews & find inspiration for your own cover letter with this customizable Real Estate Analyst cover letter sample. Download this cover letter sample at no cost or modify it in any way using our professional cover letter builder.

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Real Estate Analyst Cover Letter Sample (Full Text Version)

Daniella Sanz

Dear Hiring Managers,

I am writing this letter to express my deep interest in applying for the Real Estate Analyst job within Werny Property Management, Inc. which has been advertised on Indeed.com as I am certain the combination of my career history and developed skills set makes me an ideal candidate for the role. What is more, I am confident that it would be a great opportunity for me to further grow professionally.

As stated in my enclosed resume, I am a Certified Real Estate Analyst offering exceptional critical thinking skills and the crucial ability to solve complex problems. At Sachs Goldman, Inc., where I worked for more than three years, I was given the responsibility for conducting a detailed analysis and evaluation of various commercial/residential properties, developing financial plans and budgets, and drafting settlement agreements, ensuring that all policies and procedures were always fully followed. Additionally, I developed cash flow models, maintained confidential documents and records, and pro-actively participated in the whole property sales process. During my time there, I had demonstrated numerous times that I am a performance-driven individual possessing a strong determination to meet and exceed all assigned goals and objectives.

Next, I am the University of Denver graduate with a bachelor's degree in Real Estate. At the university, I was not only among the top 5% of students with the best academic results but I was also involved in multiple extracurricular activities, including Economics Society, Entrepreneurship Society, and Riding Club. I am a native Spanish speaker with a proficiency in English and a basic knowledge of Chinese and Japanese. Last but not least, I am experienced with multiple important industry software programs, for instance, Zoho Real Estate CRM, RealNex, and Buildium. I would appreciate the opportunity to come in for an interview to discuss the opportunity and my qualifications in more detail. Thank you for considering my application.

Milan Šaržík, CPRW

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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Real Estate Analyst Cover Letter Example

A Real Estate Analyst’s job is to analyze the financial feasibility of real estate investments, especially from the perspective of an individual investor or investment firm. They are responsible for collecting data on properties, putting together models that show how profitable an investment might be, and reporting their findings to senior management or investors.

Write an amazing cover letter for the position of Real Estate Analyst using our Real Estate Analyst Cover Letter Example and Cover Letter Writing tips.

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A Real Estate Analyst may work in the real estate industry, for a bank, for a real estate investment firm, or for a real estate appraisal firm.

Some common places where a Real Estate Analyst may work include Commercial Banks, Real Estate Investment Firms, Real Estate Appraisal Firms, Municipalities, Non-Profit Housing Organizations, Private Equity Firms etc

The job outlook for real estate analysts is good. The Bureau of Labor Statistics (BLS) projects that employment for real estate analysts will grow by 11% from 2016 to 2026, which is faster than the average for all occupations.

A real estate analyst’s salary may vary depending on their level of experience, the size of the company they work for, and the city or region they work in. In general, real estate analysts earn an annual salary ranging from $40,000 to $80,000. Some real estate analysts may also receive a bonus, commission, or another form of compensation based on the success of their deals.

What to Include in a Real Estate Analyst Cover Letter?

Roles and responsibilities.

As a Real Estate Analyst, your job duties include:

• Analyzing markets and properties with respect to both local market conditions and broader economic trends.
• Evaluating sales performance and traffic flow in shopping centers, retail outlets, and restaurants.
• Creating spreadsheets in order to project potential cash flows from prospective purchases.
• Compiling due diligence materials such as feasibility studies and market research reports.
• Creating partnership agreements between entities interested in making joint ventures on purchases.
• Exploring opportunities for merger and acquisition deals between companies within their target market

Education & Skills

Real estate analyst skills:.

• Real estate analysts need to be able to understand financial statements and real estate trends in order to make sound investment decisions.
• Able to communicate effectively with clients, colleagues, and other real estate professionals.
• Skilled at developing business strategies as well as implementing them.
• Good understanding of the real estate market, the economics that drives it, and the ways in which these factors interact with each other.
• Make predictions about future trends and plan for each firm’s needs in the future.
• Expertise in Predictive Analysis and Forecasting.
• Experience with Scrum or other Agile Methodologies.

Real Estate Analyst Education Requirements:

• There are no specific education requirements for becoming a real estate analyst. However, it is recommended that individuals have a degree in business, economics, or finance. Alternatively, candidates may have experience in real estate, property management, or investment.

Real Estate Analyst Cover Letter Example (Text Version)

Dear Ms. [Last Name],

As a results-driven real estate analyst with proven skills in the development, implementation, and management of real estate investment strategies, I am prepared to make a significant impact on your company’s success. With my experience overseeing financial analysis and underwriting while adhering to the highest standards of quality control, I am confident that I can exceed your expectations for this role.

Currently, as a Real Estate Analyst for ABC Company, I oversee the critical functions of financial analysis and underwriting across multiple asset classes. In addition to this primary responsibility, I also manage internal and external communications regarding project reports, investor relations, property management issues, and financing.

With my ability to effectively communicate complex financial data to team members with various levels of technical understanding and expertise, I have been able to streamline operations and increase productivity throughout the organization.

I have a great deal of confidence in my ability to make a positive contribution to your company. As you will see from my enclosed resume, my professional background reflects the following key strengths:

• Extensive experience with financial modeling and statistical analyses.
• Ability to build strong relationships with clients and vendors alike.
• Strong leadership skills with the ability to motivate others.

I would welcome the opportunity to discuss how my qualifications would be a good fit for this position. Please contact me at your earliest convenience to set up an interview date and time.

Sincerely, [Your Name]

When writing a real estate analyst cover letter, be sure to highlight your experience and skills in the field. Additionally, emphasize your ability to provide accurate and timely analysis of real estate trends and data. If you have experience working with clients or investors, be sure to mention that as well.

Finally, be sure to tailor your letter to the specific job you are applying for, and highlight how your skills and experience make you the perfect candidate for the position.

Refer to our Real Estate Analyst Resume Sample for more tips on how to write your resume and accompany it with a strong cover letter.

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Real Estate Analyst Cover Letter Examples

A great real estate analyst cover letter can help you stand out from the competition when applying for a job. Be sure to tailor your letter to the specific requirements listed in the job description, and highlight your most relevant or exceptional qualifications. The following real estate analyst cover letter example can give you some ideas on how to write your own letter.

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Cover Letter Example (Text)

Linnae Sauri

(596) 633-0200

[email protected]

Dear Ramsha Camporeale,

I am writing to express my interest in the Real Estate Analyst position at CBRE Group, Inc. With a solid foundation of five years at Jones Lang LaSalle Incorporated (JLL), I have honed my analytical skills and developed a keen understanding of real estate market trends, which I am eager to bring to your esteemed company.

At JLL, my role involved conducting in-depth market research, financial modeling, and investment analysis to support clients in making informed real estate decisions. My experience has equipped me with the ability to evaluate property portfolios, assess risk, and identify growth opportunities, ensuring that strategic advice is both data-driven and aligned with client objectives.

What excites me most about the opportunity at CBRE is the prospect of contributing to a team that is renowned for its innovative approach and market-leading solutions. I am particularly drawn to the cutting-edge tools and resources CBRE offers, which I believe will enable me to further refine my analytical capabilities and drive superior outcomes for your clients.

I am confident that my proactive approach to market analysis, along with my ability to clearly communicate complex data, will make a significant impact on your team. I am committed to continuous learning and staying ahead of market trends to ensure that my contributions not only meet but exceed expectations.

Thank you for considering my application. I am looking forward to the opportunity to discuss how my background, skills, and enthusiasms align with the goals of CBRE Group, Inc. I am eager to bring my passion for real estate and my commitment to excellence to your company, and I am excited about the potential to contribute to your continued success.

Warm regards,

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Real Estate Analyst

Real Estate Analyst Cover Letter

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How to create a good cover letter for a real estate analyst: free tips and tricks

If you want to get on the recruiter's short list for an interview, compose a competent and catchy text for your cover letter. Be accurate and attentive when writing this short and simple document so that it forms the best impression of your personality. Show your expert skills and qualifications that will help you to increase the company's profit. Below, you will find useful tips and an expert real estate analyst cover letter example that will help you write a quality document that will interest the employer.

Make the opening paragraph of your letter clear and motivating. Show why you are a good match for this role and why you are the best candidate. Prove your ability to research current market trends and statistics to determine the best use of cash according to a company's goals.

You should not apply for a position if you cannot prove your experience. And it is inappropriate to make up experience and qualifications that are not true. List only those abilities that you really own.

This position requires a degree in business administration or finance, three or more years of experience in real estate, and an aptitude for analytical thinking as well. To further prove your qualifications be specific and mention your skills in business analytics, statistics, and research, as well as your ability to do appraisals and hold marketing campaigns.

If you do not have related experience in property management projects, it will be difficult for you to fulfill the duties of a real estate analyst. Purposefully list what you can do as a professional and what licenses you have.

Beyond excellent analytical skills to study the real estate market, you will also need the technical tools to offer the most effective solutions to key business partners including a clear knowledge of leases and legal documents and familiarity with basic office software and applications such as Microsoft Excel, Microsoft Word and Sharepoint.

Analytical and technical skills alone will not be enough to get the job role. You must have good communication skills to forge relationships with new clients and maintain partnerships with existing clients. Multitasking skills will allow you to handle multiple projects at the same time without sacrificing quality.

Sample cover letter for a real estate analyst position

The most effective way to digest the tips is to see their practical application. We have used all the important tips of the above units into a single a real estate analyst cover letter sample to demonstrate a winning document that can be created in GetCoverLetter editor.

Gordon Brown Real Estate Analyst 77 Avenue 5674-1121-3245 / [email protected] Lorna Thompson Recruiter “RNB Real Estate”

Dear Lorna, The real estate industry is all about cultivating relationships to help both sides of a sale to realize their dreams. As a highly qualified and passionate specialist with more than 10 years of experience in helping clients realize their goals in the real estate industry, I am excited to offer my candidacy for the Real Estate Analyst position at RNB Real Estate.

My background includes a Master's degree in business administration, a clear knowledge of leases and legal documents, and proficiency with basic office software and applications such as Microsoft Excel, Microsoft Word and Sharepoint. But my primary professional skills are aptitude for business analytics, interpretation of statistics, and research. These skills allow me to fully understand all current market trends to determine the best use of cash according to a company's goals.

Beyond my analytical and technical skills I also possess strong communication skills and the ability to multitask. My communication skills allow me to forge relationships with new clients and maintain partnerships with existing clients. My multitasking skills allow me to handle multiple projects at the same time without sacrificing quality.

I look forward to long-term cooperation with “RNB Real Estate." Please email me at [email protected] or call me at (xxx)-xxx-xxxx to set up a time for us to chat at your earliest convenience.

Sincerely, Gordon.

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The GetCoverLetter editor is open to any goals of applicants. Whether it be a presentation of a craft professional with a great list of achievements or even a real estate analyst without experience. Rest assured, the opportunities are equal for all the candidates.

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Templates of the best a real estate analyst cover letter designs

Any example of the document for a real estate analyst has a precise design per the requirements of the company or the general rules of business correspondence. In any case, the selection of templates in our editor will meet any expectations.

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Frequently Asked Questions

The more unique the knowledge you get, the more space for new questions. Do not be affraid to miss some aspects of creating your excellent cover letter. Here we took into account the most popular doubts to save your time and arm you with basic information.

• What should my a real estate analyst cover letter contain? The main purpose of a cover letter is to introduce yourself, mention the job you’re applying for, show that your skills and experience match the needed skills and experience for the job.
• How to properly introduce yourself in a cover letter? Greet the correct person to which your cover is intended for. Introduce yourself with enthusiasm.
• How many pages should my cover letter be? Your cover letter should only be a half a page to one full page. Your cover letter should be divided into three or four short paragraphs.
• Don't focus on yourself too much
• Don't share all the details of every job you've had
• Don't write a novel

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Other cover letters from this industry

You can use your experience in similar vacancies. In the links below, you will find original and convincing text examples. With our tips, you will describe your unique knowledge and specialist skills in a professional letter.

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Real Estate Cover Letter Advice [For Aspiring Analysts]

A cover letter is your first point of contact with a potential employer, and gives you a unique opportunity to shape the narrative around your entire application.

And from what I’ve seen among candidates who have been successful in the real estate job search process, there are a few key components of a commercial real estate cover letter that are critical to add if you want to get noticed.

So aside from actually taking the time to create a cover letter in the first place, this article talks through how to write a cover letter for real estate analyst and associate roles , and some key points to add to significantly increase your chances of landing an interview.

If video is more your thing, you can watch the video version of this article here :

Make Unique Cover Letters Specific To Each Role

Submitting a cover letter is a huge opportunity to have a conversation with the recruiter or hiring manager that’s going to review your resume, and this gives you a platform to proactively connect the dots between what the company is looking for and what you can bring to the table.

This is your chance to pick out specific responsibilities and qualifications from the job description that you know you can demonstrate, and then highlight what you’ve done (or what you can do) in a very clear and tangible way.

One of the biggest missed opportunities I see from commercial real estate job applicants is that they put together a generic cover letter that’s the same for every job they apply to, and that cover letter also often repeats what’s already on their resume.

Instead, your cover letter should differ from your resume by going into significantly more detail on just a handful of roles, projects, or accomplishments that directly demonstrate your job-specific skills and experience, rather than just briefly touching on the general responsibilities you’ve had throughout your career.

The main objective with a cover letter is to show that you’re what the company was looking for when they initially posted the job opening, and ideally, that you’ve already been successful doing the things they would ask of you in the role.

Incorporate The Job Description

The easiest way to do this is to review the responsibilities and qualifications directly within the job description itself, and then choose just 3-5 of those bullet points to tailor your story around.

Great experiences to highlight here are projects you’ve successfully completed in the past that show you’ve already done what you would be required to do on the job, and you’ve been exposed to what the company does on a day-to-day basis.

When hiring commercial real estate analysts and associates, the skills that companies look for generally boil down to Excel skills, market research abilities, a foundational understanding of real estate finance, and the ability to create and present a clear thesis using data.

And even if you don’t have direct commercial real estate work experience, there are many different ways to demonstrate that you have these skills, through things like internships in other industries, full-time jobs in other industries, or even academic projects related to the real estate field.

Ideally, you want to be able to say, “I have experience doing X, as demonstrated by Y,” and then actually show what you’ve done or how you’ve put the work in through self-study to build the skills you’ll need.

It’s very easy to say you can do something on paper, but being able to show specific examples of when you built complex dashboards in Excel, put together presentations on a company’s financial performance, or put the work in to get certified in a software like ARGUS can all help you tell your story in a tangible way.

Talk Through Company Alignment

Once you’ve talked through why you’re qualified for the position, to finish out your cover letter, I would also recommend taking just 1-2 sentences to talk through your alignment with the company culture and why you’d be a great fit.

If the firm is focused on a specific mission that resonates with you or a specific strategy that lines up with your own long-term goals, this is a great opportunity to tie together everything you’ve talked about up to this point.

A company’s initiatives around ESG efforts, affordable housing, diversity and inclusion, redevelopment of underserved areas, or any other mission-oriented projects the firm is involved in can all give you topics to talk about if any of these resonate.

Even if the company has a more generic mission statement on their website, if you have any other unique things in common with the company’s senior leadership team, like playing competitive sports in college, coming from a military background, or being involved with local charitable organizations, these are all great things to highlight at the end of your letter.

If you can take the time to make your cover letter specific to the company and position you’re applying for, highlight a small handful of projects or accomplishments that directly demonstrate you have the skills and qualifications necessary, and you can showcase yourself as a culture fit, your cover letter can make it significantly more likely that you’ll be brought in for an interview.

And if you want more guidance on the commercial real estate job search, or want to make sure you have the technical skills you’ll need to pass an Excel modeling exam that might be given to you during the interview process, make sure to check out our all-in-one membership training platform,  Break Into CRE Academy .

A membership to the Academy will give you instant access to over 120 hours of video training on real estate financial modeling and analysis, you’ll get access to hundreds of practice Excel interview exam questions, sample acquisition case studies, and you’ll also get access to the Break Into CRE Analyst Certification Exam. This exam covers topics like real estate pro forma and development modeling, commercial real estate lease modeling, equity waterfall modeling, and many other real estate financial analysis concepts that will help you prove to employers that you have what it takes to tackle the responsibilities of an analyst or associate at a top real estate firm.

As always, thanks so much for reading, and make sure to check out the  Break Into CRE YouTube channel  for more content that can help you take the next step in your real estate career.

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9 real estate financial analyst cover letters.

Approved by real hiring managers, these Real Estate Financial Analyst cover letters have been proven to get people hired in 2024. A hiring manager explains why.

Table of contents

• Real Estate Financial Analyst
• Senior Real Estate Financial Analyst
• Real Estate Investment Analyst
• Alternative introductions for your cover letter
• Real Estate Financial Analyst resume examples

Real Estate Financial Analyst Cover Letter Example

Why this cover letter works in 2024, quantifiable achievements.

By mentioning a specific accomplishment (identifying $2 million in cost savings), this cover letter showcases the candidate's impact and ability to deliver tangible results. Always try to include quantifiable achievements to stand out from the competition.

Relevant Skills & Experience

This sentence effectively highlights the candidate's relevant skills (developing financial models) and connects them to the company's needs. Make sure to tailor your cover letter to the specific role and showcase how your skills align with the company's requirements.

Industry Passion & Excitement

Showing genuine interest in the company's focus (renewable energy and infrastructure) helps demonstrate that the candidate is not just applying to any job, but is truly passionate about this specific role and industry. Make sure to express your excitement and enthusiasm for the position.

Mentioning the Company's Reputation

Naming the company you're applying to is not enough, it's important to also tell them why you want to work there. Mentioning JLL's reputation for innovation in real estate investment shows you've done your homework and you're excited about what they do. This tells me you're not just looking for any job, but specifically a role at JLL.

Highlighting an Achievement with Hard Numbers

When you talk about developing a predictive model with a 89% accuracy rate, it not only showcases your skills but also the impact you had in your previous role. Quantifying your achievements like this gives me a clear picture of what kind of value you can bring to the team.

Showcasing Leadership and Effective Communication

Bringing up your initiative to improve communication between the finance and development teams clearly demonstrates your leadership skills. Moreover, it shows you're not just good at crunching numbers, but also at facilitating communication and improving efficiency, which are important in a cross-functional team.

Showcasing Success Through Quantifiable Achievements

By detailing specific projects where you've driven significant improvements—like increasing portfolio profitability by 20%—you're giving hiring managers concrete examples of your skills in action. This gives a tangibility and credibility to your claims, showing not just that you can talk the talk, but you've walked the walk, too.

Show your passion for real estate finance

Telling why you like the company and the field shows you're not just looking for any job, but the right job. This makes your application more personal.

Demonstrate your financial analysis skills

By explaining the kind of work you've done, like analyzing financial data, you make it clear you have the skills needed for the job.

Highlight your successful projects

Talking about specific successful investments you've made, such as the apartment complex, shows you can apply your skills to get good results.

Emphasize teamwork in real estate projects

Stating your ability to work well with others highlights a crucial skill for success in real estate, where many different people need to work together.

Show your eagerness to contribute

Ending by saying you want to help the company succeed shows you're not just thinking about what you can get from the job, but also what you can give.

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Connect with the company's business model

Expressing a genuine interest in the company's unique approach indicates you have a deep understanding of their place in the market, which is crucial for a real estate financial analyst.

Detail your analytical skills development

Discussing how you've honed your analytical skills and the outcomes of your work shows a commitment to growth and results, key for a financial role.

Showcase strategic thinking

Highlighting your experience with complex financial data and strategic decision-making presents you as a thoughtful and insightful candidate, ideal for a financial analyst position.

Share your passion for real estate investing

Your excitement about working with a team of professionals in the field not only shows your eagerness to learn but also your commitment to contributing to the company's success.

Express gratitude and eagerness for discussion

Thanking the hiring manager and expressing eagerness for a discussion about alignment with the company's goals suggests politeness and a proactive approach, rounding out your application positively.

Senior Real Estate Financial Analyst Cover Letter Example

Aligning with the company's values.

Explicitly stating that you're drawn to CBRE for their sustainable real estate solutions shows that you share the company's values. This lets me know that you're not just looking for a job, but a place where you believe in what they're doing, which is a strong indicator of long-term commitment.

Honoring Your Accomplishments with Concrete Numbers

Creating a financial model that improved forecast accuracy by 18% is a solid achievement. By sharing this, you're showing me the tangible results of your efforts and the direct impact you had on your previous company's success. This is the kind of evidence that convinces employers of your potential value.

Demonstrating Initiative and Efficiency

Mentioning that you automated data collection and analysis processes, which resulted in a 30% reduction in manual effort, is an excellent example of your initiative and efficiency. It tells me you're not just a team player, but someone who takes the lead in finding better ways to do things.

Aligning Personal Values with Company Culture

Paying attention to a company's values and initiatives can make you more appealing as a candidate. Here, expressing excitement about JLL's innovative real estate solutions not only shows that you've done your homework, but also that you identify with their mission. This can signal to hiring managers that you're likely to fit in well with their company culture.

Connect your admiration to your application

Expressing your respect for the company's work and wanting to be part of it shows you're likely to be a motivated and engaged employee.

Present your achievements in real estate finance

Describing a major deal you worked on, like the office building purchase, shows you have experience with significant projects.

Quantify your real estate success

Giving specific numbers, like the 10% better performance of the property, makes your achievements more impressive and believable.

Link your skills to the company's needs

By saying your skills and experience match what the company is looking for, you're making it easier for them to see you in the job.

Express your desire to join the team

Saying you want to discuss your contribution to their success shows you're already thinking about how you can help the company grow.

Real Estate Investment Analyst Cover Letter Example

Show your alignment with company values.

Pointing out why a company's mission speaks to you makes your cover letter more personal and shows you've researched the company.

Highlight your real estate finance impact

Sharing specific examples of past successes, like optimizing a portfolio, demonstrates your capability to contribute meaningfully right away.

Emphasize actionable insight skills

Mentioning your ability to provide actionable insights from data shows you understand the importance of data in driving decisions in real estate investment.

Express enthusiasm for fast-paced work

Telling a potential employer that you thrive under pressure indicates you're a fit for dynamic environments, a valuable trait in real estate finance.

Invite further discussion

Ending with an invitation to discuss how you can contribute to the team encourages the hiring manager to think about your potential impact and sets the stage for an interview.

Alternative Introductions

If you're struggling to start your cover letter, here are 6 different variations that have worked for others, along with why they worked. Use them as inspiration for your introductory paragraph.

Cover Letters For Jobs Similar To Real Estate Financial Analyst Roles

• Entry Level/Junior Financial Analyst Cover Letter Guide
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Real Estate Analyst Cover Letter Sample

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15 Analyst Cover Letters That Will Get Hired (NOW)

Are you are looking to write a cover letter for Analyst jobs that will impress recruiters and get you noticed by hiring managers? You need one to apply for a job, but you don’t know what to say.

A cover letter is an introduction to your resume, and in some cases, it can be the deciding factor for whether you get an interview or not. It’s important to make sure your cover letter is tailored to the job that you are applying for and that it highlights your experience in relation to the desired position.

Here are 15 amazing Analyst cover letters that are professionally written and will help you stand out and get that job!

Analyst Cover Letters

Each cover letter is written with a different focus. Review all of them and pick the ones that apply to your situation. Take inspiration from multiple samples and combine them to craft your unique cover letter.

Analyst Sample 1

I am writing to inquire about the Analyst position advertised on Monster.com. I am interested in the position and would like to be considered for it should it become vacant. My relevant skills and experience include: Strong analytical skills

Ability to use qualitative and quantitative data My relevant education includes: A bachelor’s degree in business from a university in Illinois, United States of America If you have any further questions, please contact me at 555-555-5555 or email me at [email protected] Thank you for your time and consideration,   Matthew Adams

Analyst Sample 2

Dear Hiring Manager, Hello, I am writing to express my interest in the Analyst position located at xxxx. I would like to begin by telling you about my skills and experience that make me an ideal candidate for this position. I have many years of experience as an analyst in the technology industry. My knowledge ranges from data gathering to statistical analysis and report writing. I know how important it is to provide accurate reporting so that management can make informed decisions based on facts rather than assumptions or speculation. I am confident that my skills will help your company improve its service offerings, if given the opportunity to work with your team. Sincerely,

Analyst Sample 3

I am writing to express my interest in the Analyst position at your company. I have expertise in _____ and _____, and would be a great asset to your company. I’m confident that with my resourcefulness and ability to produce results, coupled with my good communication skills, I will be able to meet all of the expectations of this job.

I hope you will give me an opportunity to pursue this career opportunity by submitting an application for the Analyst position at your company.

Analyst Sample 4

Dear Sir or Madam,

I am writing to express my interest in the Analyst position. I have over 10 years experience as an analyst and I am looking for a new opportunity that will bring me back to work. I know that this is a high-stress environment with long hours, but it is one I thrive in given my passion for the job. Alongside my experience, I would bring excellent communication skills and strong organizational skills. Thank you for your consideration!

Analyst Sample 5

I am very interested in the Analyst position at your company, and believe my qualifications would be a great fit. I have seven years of experience in Marketing, four years of which are as an Account Executive. I am confident that my skills are essential to the success of your company. If you have any questions about my qualifications, please don’t hesitate to contact me directly.  Stay tuned for more information on how I can contribute to your business’s success!

Analyst Sample 6

Hello _____, I am writing to express my interest in the Analyst position at _____. I am a recent graduate with a degree in Marketing and have five years of relevant experience. My excellent communication skills, combined with my ability to think critically, will make me an asset to your company. I am confident that these skills will allow me to excel in this position. I would be happy to provide you with additional information or speak personally about this opportunity if you are interested in learning more about me and my qualifications. Thank you for your time and consideration.

Sincerely Yours,

Analyst Sample 7

Hello, My name is . I am a recent college graduate with an Associate’s degree in Business Administration and I am searching for an Analyst position at your company. My education background has prepared me for this position and my expertise will make me an excellent addition to your team. I have extensive knowledge in Microsoft Office programs such as Word, Excel, PowerPoint, and Outlook along with various other softwares like Adobe Photoshop, Adobe Illustrator, and Google Analytics . I am highly organized with strong communication skills that enables me to work well both independently or collaboratively on group projects. My years of customer service experience also makes me a dependable employee who loves to build relationships through getting the job done right the first time.

Analyst Sample 8

to whom it may concern,

I am writing to express my interest in the Analyst position. I have seven years of experience in computer programming and project management, including six months as a consultant for our company, T&D Solutions. My interpersonal skills are excellent and I am eager to take on the responsibilities of the Analyst position. I achieved an honors degree in Computer Science from Central College with a 4.0 GPA and will complete my MBA at Stanford by September 2017. If you would like more information about me please do not hesitate to contact me at any time. Thank you for your consideration of this application for employment opportunity.

Analyst Sample 9

I am a recent graduate of the University of Alabama, where I studied economics. Currently, I am seeking employment in accounting or finance. My academic record shows that I have an excellent GPA, and my leadership experience includes being President of the Financial Management Association which involved working closely with others to plan and implement effective outreach events. I have strong analytical skills and would match well with your needs for an Analyst position. Thank you for your consideration!

Analyst Sample 10

Please consider me for the Analyst position. I am a recent graduate with a Bachelor’s Degree in Engineering and Management. I have 3 years of experience as an Engineer and 14 months of experience as an Assistant Accountant at Company X, where I was responsible for financial analysis, designing systems to improve accuracy, and managing budgets. My proven abilities show that I am capable of handling complex responsibilities under tight deadlines.

I hope you will consider my qualifications for this position and thank you for your time.

Analyst Sample 11

Dear Human Resources Manager,

I am writing to express my interest in the Analyst position at _______. I have over 7 years of experience in analyzing data to identify trends and propose solutions. I am confident that my skills and qualifications will make me an asset to your team and organization. Please contact me for a more detailed resume and references, and I will follow up with you soon.

Sincerely, __________

Analyst Sample 12

Dear Hiring Manager,

I am a fresh graduate with 2 years of experience in analyzing data for financial institutions. I have superb skills in finance, statistics and computer science. My expertise lies in analyzing qualitative data to derive conclusions that are then used to create or revise models for future predictions. My ability to think critically to find the root causes of problems is one of my strongest assets. This skill set has helped me analyze complex data sets and identify trends, patterns, variances and other anomalies that others may not see quickly or easily; this enables me make accurate predictions based on the information I collect.

I would like to apply for an Analyst position with your company because I enjoy working with numbers and solving complex problems using critical thinking

Analyst Sample 13

Dear _________, I would like to apply for a Analyst position with your company. I have a degree in Business Management and a certification in Data Analysis. I’m confident that my experience as an analyst will be an asset to this company. The skills and qualifications that will contribute to the success of your company include: Financial Management Skills, Skill with Statistical Analysis, Ability to Work as Part of a Team, Strong Communication Skills.

Analyst Sample 14

I am writing to express my interest in the Analysts position you are advertising. I have a Master’s degree in Marketing and leadership experience from the company Acme Inc. My education and experience qualify me for this position. I am anxious to learn more about your company and discuss how I can help you achieve your goals. Please contact me at *************** if you are interested in interviewing me further or if there is opportunity for an introduction with other executives at Acme Inc.

I hope to hear from you soon so that I may apply my skills to meet your needs for this open position, it would be an honor to work with you!

Analyst Sample 15

I am a recent graduate from the Business Administration program at ____ University. My background in business and my experience working in a variety of industries have made me well-rounded, analytical thinker who is able to quickly learn new things and apply them to solve problems. I believe that I would make an excellent addition to your team. Please find my resume attached for your review. Thank you for your time and consideration.

Recruiters and hiring managers receive hundreds of applications for each job opening.

Use the above professionally written Analyst cover letter samples to learn how to write a cover letter that will catch their attention and customize it for your specific situation.

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Real Estate Analyst Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the real estate analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• Develop recommendations and presentations to real estate senior management on investment acquisition, development and disposition opportunities
• Assist in identifying business opportunities to acquire, develop and manage properties in new markets
• Assist the Lease Administration Specialist, FWP Manager, and real estate portfolio managers in day to day duties
• Partner and work closely with internal teams to collect and manage data for management reporting
• Perform market research and analysis for properties and markets considered for acquisition, development, or asset management
• Performs preliminary costing analysis in consultation with project management and voice/data, provides funding documents, etc
• Tracks ongoing density and utilization of space and develops plans to improve efficient and effective work environments
• Provide peer analysis and analytics for senior management and the debt origination team necessary to benchmark new originations and performance
• Provide analytical and asset management support on a portfolio of mixed-use properties
• Work closely with the Originator to assist in negotiating deal terms, if necessary
• Perform accurate underwriting analysis of the property, as well as thorough review of the sponsor and it’s credit worthiness
• Identify and escalate problem credits to Senior Management and Executive Loan Committee
• Maintain a CREMF database from which portfolio analytics and reports are produced and given to management, regulatory examiners, and investors
• Develop strong relationships and effective lines of communication with colleagues and third parties (including joint venture partners and loan servicers)
• Developing and maintaining forecasts, closely monitoring the market and reforecasting when necessary
• Underwrite retail shopping centers using Argus and Excel software
• Developing and maintaining budgets for an assigned portfolio of commercial real estate properties
• Preparing reporting packages for investors and Senior Management
• Audit internal and partner financial models/underwriting
• Maintaining quarterly market reports
• Preparing Investor Committee portfolio summaries
• Ability to be able to learn new technologies quickly
• Has basic or good knowledge of best practices and how own area of expertise integrates with others
• Technical knowledge of commercial mortgages including loan transactions and pre- and post-close documentation; strong attention to detail and extreme accuracy
• Ability to quickly adapt to new methods, work under tight deadlines and stressful conditions
• Advanced ability to deliver excellent client service
• Works quickly and is able to assist other team members where appropriate. Works independently
• Advanced oral and written communication skills demonstrating ability to share and transfer knowledge
• Ability to be able to develop relationships at all levels of the business
• Basic knowledge of financial controls and accounting principles
• Expert knowledge of excel (pivot tables, templates, reporting)

15 Real Estate Analyst resume templates

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• 1-3 years of post graduate analyst experience coming from any financial service, accounting or real estate organization
• Review annual operating and capital budgets
• Prepare discounted cash flow models in Argus and Excel
• Complete supporting analysis on existing investments, development projects and potential acquisitions on behalf of asset managers
• Exposure to financial modeling and discounted cash flow analysis
• Experience with Argus, Dyna, or similar valuation software highly desirable

Global Real Estate Analyst Resume Examples & Samples

• Bachelor’s Degree required
• Ability to work independently and multitask
• Strong analytic capabilities and skills
• Excellent organizational skills with keen attention to detail
• Expert in the use of Word, Excel, and PowerPoint
• Strong end-to-end generalist problem-solving skills

Real Estate Analyst Resume Examples & Samples

• Bilingual candidates preferred
• 3+ years of premises related work
• Advanced understanding of corporate real estate protocols would be an asset
• General knowledge of bank and technology standards (e.g., infrastructure processes, applications)
• Advanced understanding of businesses and/or organizational practices/disciplines
• Possess a broad understanding of the LoB’s applications, projects, and processes
• Proactive team player with effective time management skills; ability to work independently, manage multiple deadlines/projects and keep key players informed
• Strong oral communication, facilitation, and negotiation skills
• Advanced knowledge of MS Project, MS Powerpoint, MS Word and MS Excel,
• Responsibilities include credit analysis, risk rating determinations, credit approvals, coordinating deal closings and active monitoring of the portfolio to identify credit migration
• Partner with our Real Estate Fixed Income teams on writing credit approval memos, coordinating Citi Admin Agency lead Bank meetings, devising syndications strategies and negotiating credit agreement and deal structures
• An Analyst will work directly with senior transactors and relationship bankers in the origination and execution of new transactions
• Assist in property and company level on-going due diligence
• Contribute to the timely completion of portfolio reviews, and portfolio stress tests for senior risk and business management
• Interact with Audit and Risk Review personnel and with external regulators during their periodic reviews
• Bachelors degree in Business Administration, Economics, or Finance
• 1 year of industry work experience

Real Estate Analyst, Special Assets Resume Examples & Samples

• Completes other administrative functions as needed or requested
• Assists with the resolution of audit and regulatory issues as required within agreed timeframes
• Identifies, assesses and escalates compliance issues/concerns to supervisor
• Delivers a work product that requires less revision
• Four year degree in real estate, finance or accounting required. Degree in Real Estate or background in the Low Income Housing Tax Credit industry (LIHTC), Property Management or LIHTC financial modeling preferred
• Experience financial modeling and general tax and accounting concepts preferred
• Must demonstrate strong written and verbal communication skills
• Strong organizational skills and a basic knowledge of income forecasting and valuation techniques
• Team player that can work well with others and be able to handle multiple tasks simultaneously
• Strong prioritization and effective analytical skills directed to accomplishing the overall departmental goals

Grandbridge Commercial Real Estate Analyst Resume Examples & Samples

• 1) Manages the commercial real estate analysis function in loan production office(s)
• 2) Provides high level analytical support for a loan production office including the preparation of preliminary and final mortgage loan applications, submissions and documents. Assists in the underwriting, approval, and closing of mortgage loan transactions
• 3) Responsible for training of loan production analysts
• 4) Assists corporate staff in managing the analyst functions in loan production office(s)
• 5) Manages the workload and quality of work of mortgage loan analysts
• 6) Attends real estate industry trade functions, representing Grandbridge Real Estate Capital
• 7) Reads periodicals and market surveys; advising corporate and loan production staff as to current trends in commercial real estate
• 8) Creates and maintains real estate data files
• 9) Attends meetings with borrowers and lenders to develop relationships
• 10) Analyzes complex real estate property and financial situations for producers, providing well-founded advice as to alternate courses of action
• 11) Is able to obtain, understand and analyze data needed to prepare mortgage loan submissions from property owners, borrowers, lenders and third party sources. Included may be leases, sales contracts, income and expense statements, surveys, property income and expense statements, borrower financial statements, articles of incorporation, partnership agreements, deeds, easements, environmental reports, property condition reports, appraisals, title policies, deeds of trust, notes, mortgage loan commitments, lender checklists, lender loan program requirements, real estate market surveys, comparable sales, overall capitalization rates, vacancy rates, prime and t-bill rates
• 12) Is able to: inspect properties, take digital and film photographs, make notes and maps as to the physical and economic conditions of the property, its immediate area, its neighborhood and its city
• 13) Is able to interview owners, tenants, third party report providers, requesting and obtaining information from them as needed
• 14) Is able to analyze leases, historical income and expense characteristics to derive an estimate of Net Operating Income for a commercial real estate property. Included is the ability to analyze the Net Operating Income with respect to normal market income levels, stabilized vacancy rates, normalized expenses, lender's specific requirements or lender's appraisal standards
• 15) Is able to analyze the borrower's legal structure and financial statements with regard to normal market parameters and the lender's requirements
• 16) Is able to analyze the characteristics of the real estate with respect to industry norms and specific lender requirements
• 17) Is able to prepare preliminary and final mortgage loan submissions in concert with the originating producer using Microsoft Word and Excel
• 18) Understands specific lender requirements for submissions of loan package
• 19) Is able to order, track and analyze appraisals, environmental and engineering studies, credit reports, Dunn & Bradstreet reports, demographic reports and other third party reports needed for the mortgage loan submission and/or closing
• 20) Is able to review third party appraisals for compliance with lender requirements and discuss findings with lender representatives
• 21) Is able to track the committed transaction through the closing process, obtaining additional information from the borrower as necessary for closing
• 22) Is able to interface with both borrower and lender, calling lender to obtain loan quotes. In concert with the producer, is able to take primary responsibility for the negotiation of applications, commitments and loan closing functions
• 23) Understands the physical aspects of all commercial property types, typical real estate lending parameters, interest rate structures, tests of reasonableness
• 1) Undergraduate degree in business or related field or equivalent education and related training/ experience
• 2) Seven (7) or more years as a commercial real estate analyst, broker, leasing agent or property manager
• 3) Completion of the Mortgage Banker's Association's Commercial Real Estate Finance Underwriting Seminar and Courses 110, 120, and 310 of the Appraisal Institute
• 4) Must have earned the CCIM designation awarded by the CCIM Institute, an affiliate of the National Association of Realtors
• 5) Has a high level of computer skills, including superior abilities with Microsoft products such as Excel, Word, PowerPoint, etc. and their related applications
• 6) Is proficient with contact databases, Lotus Notes, geographical mapping programs, digital imaging, the Internet, digital and film cameras and report binding machines
• 7) Proficient with industry standard commercial real estate analysis programs such as Argus
• 8) Is highly organized
• 9) Has the ability to organize, direct and supervise others
• 10) Has a high attention to detail
• 11) Has the ability to meet deadlines
• 12) Has the maturity and self-confidence to simultaneously handle a variety of assignments
• 13) Is able to work harmoniously with internal/external workers/customers
• 14) Able to take initiative with nominal direction
• 15) Have excellent written and verbal communication skills
• 16) Is able to take initiative with nominal direction
• 17) Ability to travel as required
• 1) MBA or a Masters in Finance or Real Estate from a college or university

Accounting / Real Estate Analyst Resume Examples & Samples

• Regular accounting system maintenance. This responsibility would including completing the monthly and annual system close process and reminding accounting and property management staff of time sensitive procedures. Prepare the setup of new entities and new bank accounts in the system
• Manager of systems policies and procedures. This responsibility would include creating new and updating existing policies and procedures for accounting system software use and establishing access controls for all users. Create common location for all policies and procedures so employees may access at any time and publicize changes in policies to employees
• Testing new accounting system modules and managing rollout. This responsibility would include learning about new or updated accounting system features available to the company, analyzing the positives/negatives of the features with users, trying out the features in a test environment, and then preparing an implementation schedule with the assistance of the third party systems consultants. Once system changes are in place, hold training sessions with employees on how to use the features and field questions as needed
• Interface with Accounting System help desk. Serve as Help Desk for users of Yardi and Timberline. This would include fielding questions from the accounting and property management team on system errors or questions, and relaying these questions to the help desk of the software developer. Follow up if an immediate solution is not available and keep team members informed on status of open issues
• Develop and manage accounting system reports. This responsibility would include interacting with key decision-makers and users within the company to determine what types of management reports would help them track relevant results with system data. Use existing reports and functions or design system reports that would provide important data to system users. Work with a third party consultant to prepare all necessary features of the report and design custom reports with the user. Generate reports that integrate with Microsoft Word and Excel so that data can be modified as needed
• Full knowledge of Yardi’s capabilities with the ability to learn Timberline
• The ability and mentality to dig in and help in building our organization’s success with a passion that is consistent at all levels of our organization, from our staff to our most senior leaders
• Troubleshoot technology with the ability to navigate the accounting systems software data to maximize utilization, prepare useful reports, and/or work with outside consultants to develop reports that would prove useful to end users and management
• Apply and communicate continuous process improvements to allow for growth and utilization of new technology. Be available for training when necessary
• A full understanding of property management operations and as it relates to accounting needs and technology
• Extremely comfortable rolling up sleeves and being “hands on”
• Provide support to the UBS Global Real Estate - US Marketing and Client Service team in the following areas: investor, consultant and prospect research; identify opportunities to expand existing investor/consultant relationships; client servicing; and presentations
• Over time build and sustain long-term relationships with internal and/or external clients based on mutual understanding, trust and respect. Focus on identifying and meeting client needs
• Assist in presentation preparation and client on-boarding procedures
• Communicate with clients, prospects and consultants on past performance, capabilities and significant organizational / fund changes
• Develop knowledge and understanding of the organization and funds in order to represent GRE-US in client, prospect and consultant meetings and at conferences
• Provide support to the client servicing team as related to client servicing, consultant servicing, RFPs, the new business/contracts, reporting, conferences and SSAE 16 audits
• Deliver and report effective client and consultant feedback on a regular basis, and share client- and consultant-based information with other marketing team members as well as business heads
• Develop new client, consultant and prospect relationships
• Proactively prepare for and accommodate changes to systems, marketing materials and processes that will be caused by the introduction of new sources of capital
• Assist in special assignments as needed for other areas within UBS Realty Investors
• LI-Priority

Real Estate Analyst Asset Management Resume Examples & Samples

• Provide analytical and asset management support on a portfolio of 25-30 properties
• The position is a primary point of contact for the review and administration of construction draws on a fairly active portfolio of industrial properties
• Evaluate leasing alternatives and apartment pricing strategies
• Assist in the development and analysis of annual operating budgets. Review monthly reporting packages and evaluate variances and trends in operating income and expenses
• Verify property information for appraisers and real estate tax consultants
• Review, monitor and recommend approval of capital disbursements, including those for construction loans
• Assist in the maintenance of internal databases
• LI-Recruiter
• Internal and Industry Benchmarking
• Critical analytical support for major real estate decisions
• Development of senior management presentations and facilitation of initiative approvals
• Coordination with external stakeholders to ensure adherence to stated targets and implementation of new policies and procedures
• Ability to work under pressure with tight deadlines and still provide accurate results
• Track and Report CRS Productivity and Reserve schedules
• Advanced interpersonal skills to communicate with regional teams
• Must have working knowledge of basic GAAP accounting
• Provide analytical support for a loan production office including the preparation of preliminary and final mortgage loan applications, submissions and documents. Assists in the underwriting and closing of mortgage loan transactions
• Obtain, understand and analyze data needed to prepare mortgage loan submissions from property owners, borrowers, lenders and third party sources. Included may be leases, sales contracts, income and expense statements, surveys, borrower financial statements, entity documents, deeds, easements, environmental reports, property condition reports, appraisals, title policies, mortgage loan commitments and loan documents, lender checklists, lender loan program requirements, market surveys, etc
• Inspect properties, take photographs, make notes and maps as to the physical and economic conditions of the property, its immediate area, its neighborhood and its city
• Interview owners, tenants, third party report providers, requesting and obtaining information from them as needed
• Prepare economic pro formas and perform sensitivity analyses and discounted cash flows
• Analyze the characteristics of the real estate with respect to industry norms and specific lender requirements
• Order, track and analyze appraisals, environmental and engineering studies, credit reports, Dunn & Bradstreet reports, demographic reports and other third party reports needed for the mortgage loan submission and/or closing
• Attend real estate industry trade functions to acquire knowledge and data
• Create and maintain real estate data files
• Attend meetings with borrowers and lenders
• Undergraduate degree in business or related field and 0-3 years experience as commercial real estate analyst, broker, leasing agent or property manager or equivalent education and related experience
• Has strong computer skills, including strong proficiency with Microsoft Excel and Word
• Understands and is competent with financial modeling including discounted cash flow analyses
• Is proficient with Internet research
• Is highly organized and has a high attention to detail
• Has excellent written and oral communication skills
• Has the ability to meet deadlines
• Has the maturity and self-confidence to simultaneously handle a variety of assignments
• Is able to work harmoniously with internal/external workers/customers
• Is able to take initiative with nominal direction
• Has the ability to travel as required

Intern Real Estate Analyst Beijing Resume Examples & Samples

• Valuation and performance analysis of targeted and existing assets through financial modelling and scenario analysis
• Assisting with the review and approval of asset acquisitions including financial analysis of the acquisitions and appropriate funding strategy
• Working closely with other professional advisors in a transaction setting, including legal and financial advisors
• Assisting with or owning research projects and analysis relating to both existing and targeted assets
• Assisting with the preparation of approval papers, management reports and board materials
• Preparation of marketing and investor relations materials for internal and external use
• Position can be located in either Cedar Rapids, IA or Baltimore, MD AAM office locations
• Four year degree in relevant field or equivalent work experience. Degree in Real Estate or background in the Low Income Housing Tax Credit industry (LIHTC), Property Management or LIHTC financial modeling preferred
• 3-5 years' experience financial modeling and general tax and accounting concepts

IBD, Classic, Real Estate, Analyst Resume Examples & Samples

• Bachelor’s degree and at least 1 year of relevant work experience at a top-tier investment bank (or related field)
• Top class ranking at previous employer
• A proven ability to think commercially about the needs of the client
• 1) Provides high level analytical support for a loan production office including the preparation of preliminary and final mortgage loan applications, submissions and documents. Assists in the underwriting, approval, and closing of mortgage loan transactions
• 2) Coordinates the workload and quality of analysts in the absence of the Commercial Real Estate Analyst IV and/or Commercial Office Manager
• 3) Attends real estate industry trade functions to acquire knowledge and data
• 4) Reads periodicals and market surveys
• 5) Creates and maintains real estate data files
• 6) Attends meetings with borrowers and lenders to develop relationships
• 7) Analyzes real estate property and financial situations for producers, providing well-founded advice as to alternate courses of action
• 8) Is able to obtain, understand and analyze data needed to prepare mortgage loan submissions from property owners, borrowers, lenders and third party sources. Included may be leases, sales contracts, income and expense statements, surveys, property income and expense statements, borrower financial statements, articles of incorporation, partnership agreements, deeds, easements, environmental reports, property condition reports, appraisals, title policies, deeds of trust, notes, mortgage loan commitments, lender checklists, lender loan program requirements, real estate market surveys, comparable sales, overall capitalization rates, vacancy rates, prime and t-bill rates
• 9) Is able to: inspect properties, take digital and film photographs, make notes and maps as to the physical and economic conditions of the property, its immediate area, its neighborhood and its city
• 10) Is able to interview owners, tenants, third party report providers, requesting and obtaining information from them as needed
• 11) Is able to analyze leases, historical income and expense characteristics to derive an estimate of Net Operating Income for a commercial real estate property. Included is the ability to analyze the Net Operating Income with respect to normal market income levels, stabilized vacancy rates, normalized expenses, lender's specific requirements or lender's appraisal standards
• 12) Is able to analyze the borrower's legal structure and financial statements with regard to normal market parameters and the lender's requirements
• 13) Is able to analyze the characteristics of the real estate with respect to industry norms and specific lender requirements
• 14) Is able to prepare preliminary and final mortgage loan submissions in concert with the originating producer using Microsoft Word and Excel
• 15) Understands specific lender requirements for submissions of loan package
• 16) Is able to order, track and analyze appraisals, environmental and engineering studies, credit reports, Dunn & Bradstreet reports, demographic reports and other third party reports needed for the mortgage loan submission and/or closing
• 17) Is able to review third party appraisals for compliance with lenders requirements and discuss findings with lender representatives
• 18) Is able to track the committed transaction through the closing process, obtaining additional information from the borrower as necessary for closing
• 19) Understands the physical aspects of most commercial property types, typical real estate lending parameters, interest rate structures, tests of reasonableness
• 2) Five (5) or more years as a commercial real estate analyst, broker, leasing agent or property manager
• 4) Have strong computer skills, including familiarity with Microsoft products such as Excel, Word, PowerPoint, etc
• 5) Is proficient with contact databases, Lotus Notes, geographical mapping programs, digital imaging, the Internet, digital and film cameras and report binding machines
• 6) Proficient with industry standard commercial real estate analysis programs such as Argus
• 7) Is highly organized
• 8) Has a high attention to detail
• 9) Has the ability to meet deadlines
• 10) Has the maturity and self-confidence to simultaneously handle a variety of assignments
• 11) Is able to work harmoniously with internal/external workers/customers
• 12) Able to take initiative with nominal direction
• 13) Have excellent written and verbal communication skills
• 14) Is able to take initiative with nominal direction
• 15) Ability to travel as required

Real Estate Analyst Chicago, Downtown Resume Examples & Samples

• Maintain a large portfolio of files that will require making periodic updates for executed leases, changes in market leasing assumptions, and adjustments to operating expenses, capital disbursements and other income
• Develop relationships with regional asset managers and leasing agents in the field and attend budget and leasing meetings in order to become intimately familiar with all aspects of assigned properties
• Reconcile and document periodic changes to cash flow projections based upon changes to files
• Prepare property valuation and cash flow models in Excel for use in acquisitions, dispositions and financing
• Perform various lease analyses including comparative lease analysis, lease restructure analysis, sale / leaseback analysis, build-to-suit analysis, and own versus lease analysis
• Bachelor’s degree in Finance or Accounting with a CPA and /or MBA a plus
• Advanced proficiency in Microsoft Excel (pivot tables, vlookups, macros)
• 1+ years of experience of heavy analysis/report building
• Strong interest in the real estate industry
• 1) Provides analytical support for a loan production office including the preparation of preliminary and final mortgage loan applications, submissions and documents. Assists in the underwriting, approval, and closing of mortgage loan transactions
• 2) Attends real estate industry trade functions to acquire knowledge and data
• 3) Reads periodicals and market surveys
• 4) Creates and maintains real estate data files
• 5) Attends meetings with borrowers and lenders to develop relationships
• 6) Analyzes real estate property and financial situations for producers, providing advice as to alternate courses of action
• 7) Is able to obtain, understand and analyze data needed to prepare mortgage loan submissions from property owners, borrowers, lenders and third party sources. Included may be leases, sales contracts, income and expense statements, surveys, property income and expense statements, borrower financial statements, articles of incorporation, partnership agreements, deeds, easements, environmental reports, property condition reports, appraisals, title policies, deeds of trust, notes, mortgage loan commitments, lender checklists, lender loan program requirements, real estate market surveys, comparable sales, overall capitalization rates, vacancy rates, prime and t-bill rates
• 8) Is able to: inspect properties, take digital and film photographs, make notes and maps as to the physical and economic conditions of the property, its immediate area, its neighborhood and its city
• 9) Is able to interview owners, tenants, third party report providers, requesting and obtaining information from them as needed
• 10) Is able to analyze leases, historical income and expense characteristics to derive an estimate of Net Operating Income for a commercial real estate property. Included is the ability to analyze the Net Operating Income with respect to normal market income levels, stabilized vacancy rates, normalized expenses, lender's specific requirements or lender's appraisal standards
• 11) Is able to analyze the borrower's legal structure and financial statements with regard to normal market parameters and the lender's requirements
• 12) Is able to analyze the characteristics of the real estate with respect to industry norms and specific lender requirements
• 13) Is able to prepare preliminary and final mortgage loan submissions in concert with the originating producer using Microsoft Word and Excel
• 14) Understands specific lender requirements for submissions of loan package
• 15) Is able to order, track and analyze appraisals, environmental and engineering studies, credit reports, Dunn & Bradstreet reports, demographic reports and other third party reports needed for the mortgage loan submission and/or closing
• 16) Is able to review third party appraisals for compliance with lenders requirements and discuss findings with lender representatives
• 17) Is able to track the committed transaction through the closing process, obtaining additional information from the borrower as necessary for closing
• 18) Understands the physical aspects of most commercial property types, typical real estate lending parameters, interest rate structures, tests of reasonableness
• 19) Performs other duties as requested by the office manager
• 1) Undergraduate degree in business or related field or equivalent education and related experience
• 2) Three (3) or more years as a commercial real estate analyst, broker, leasing agent or property manager
• 3) Completion of the Mortgage Banker's Association's Commercial Real Estate Finance Underwriting Seminar and Courses 110 and 120 of the Appraisal Institute
• 6) Is highly organized
• 7) Has a high attention to detail
• 8) Has the ability to meet deadlines
• 9) Has the maturity and self-confidence to simultaneously handle a variety of assignments
• 10) Is able to work harmoniously with internal/external workers/customers
• 11) Has excellent written and verbal communication skills
• 12) Is able to take initiative with nominal direction
• 13) Ability to travel as required
• Assists Retirements Real Estate Director in effectively analyzing all incoming space, furniture and move requests while coordinating use of space, enforcing Prudentials standards and maximizing its real estate portfolio in the most cost effective manner
• Update floor plans on a weekly basis based on projects, moves, and the tracking of new hires and terminations
• Track all tickets and projects with cost in master tracking database. Reconcile charges on a monthly basis
• Under the direction of Retirement's Real Estate Director, collaborates with Corporate Facilities Project Managers and building management to schedule and coordinate trades as needed during the space planning process, i.e. movers, furniture installers, electricians, voice/data personnel and building security. Opening tickets and coordinating all moves of 5+ associates
• Prepares quarterly vacancy reports and analyses of major sites to recommend any upgrades or repairs needed
• Develop conceptual space plans using Auto CAD for approvals on major renovation projects
• Collaborate with Corporate Facilities and their architects & vendors to oversee Retirement projects including finish selection, major moves, renovations and build outs
• Collects project status updates and prepares summary for Real Estate Director
• Prepares final punch list and works with Corporate Project Managers to resolve open items
• Other items include: monitoring the BSS Mailbox, coordinating all conference room activity in Lotus, IT Procurement requests as needed, updating Website and participation in any ad hoc projects throughout the year

Real Estate Analyst, Portfolio Analytics Resume Examples & Samples

• Preparation of the Funds quarterly files including but not limited to cash, acquisitions, dispositions, debt, risk profile, diversification, occupancy, appraisal statistics, income and appreciation
• Track weekly cash projections from asset managers and reconcile to actual activity, reaching out to Operations and/or Asset Managers when further investigation is needed
• Responsible for preparing and analyzing the Funds quarterly return projections for PRREF daily unit value reporting, Portfolio Management and Client reporting
• Prepare Fund projections of financial information including returns, management fees, acquisitions and dispositions and leverage
• Prepare Flash reports, Quarterly Fund Reviews, and other key investor reporting materials. Includes preparation of written comments as well as financial table preparation
• Prepare materials used for Annual Investor Meetings and quarterly Investor Calls
• Preparation of Quarterly Client Presentations
• Assist in Advisory Council presentations, generally 2 times per year
• Response to standard marketing requests, including quarterly client questionnaires
• Responsible for producing portfolio suitability sheets for new acquisitions and managing the storing of related Investment and Allocation meeting materials
• Coordinate and actively manage the annual property and investment valuation process, specifically as it relates to the annual external financial audits performed
• Responsible for other ad hoc portfolio-level requirements and analytics
• Involvement in annual Budget/PSP process
• Responsible for ad hoc client or firm requests
• Participate in special projects
• Bachelor's degree required; Finance, Economics, Business Administration, Accounting or Real Estate recommended
• Proven quantitative, analytical and computer skills required; proficiency in Excel
• Candidates with a strong understanding of basic real estate terms and concepts such as net leases, gross leases, contracts, rents, percentage rents, operating expenses, capital expenditures, recovery of expenses, property types are preferred
• Ability to create ad hoc financial analysis and possess strong troubleshooting and problem solving technical abilities
• Strong interpersonal/communication skills
• Strong understanding of basic finance concepts such as NOI returns, cash flow returns, internal rate of return, present value/discounted cash flow
• Strong organization skills and attention to detail with ability to manage multiple projects simultaneously
• Ability to work independently and apply good judgment
• Typically requires a Bachelors degree and 1 year of directly related experience
• Limited use and/or application of basic real estate credit and lending principles, theories, and concepts
• Basic knowledge of financial and spread analysis and credit/lending procedures for basic real estate loans
• Sales forecasting for new stores, relocations, and expansions
• Extracting and analyzing data from internal company system turning it into valuable and actionable information
• Perform quantitative and qualitative analyses to better understand sales drivers, competitors, and industry trends
• Manage, Update, and Augment numerous Real Estate databases
• Provide recommendations to add and enhance data to optimize analysis
• Assist in the development and enhancement of key real estate metrics
• Perform qualitative and quantitative analysis to reveal brick and mortar sales drivers. Creatively explore own hypotheses
• Manage ad hoc analysis for cross-functional and Real Estate teams
• Work on special projects, as needed
• Experience forecasting retail sales
• Bachelor degree in Business, Finance, Economics, Statistics, or similar
• Minimum 2-3 years of analytical experience
• Highly comfortable with navigating large data sets from multiple sources
• Advanced skills in Excel
• Detail oriented with high degree of accuracy
• Outstanding interpersonal skills; ability to develop and maintain relationships with business partners at all levels
• Ability to multi-task, managing multiple projects, people, and initiatives
• Ability to travel occasionally to stores and conferences

Real Estate Analyst, Global Client Services Resume Examples & Samples

• Finance background and knowledge of the investment management business required
• Knowledge of the commercial real estate industry is a plus
• Excellent analytical and computer skills
• Must be an expert user of Microsoft Excel and able to perform complex data analysis
• Must possess strong organizational skills and be detail oriented
• Must be a self-starter, takes initiative and prioritize tasks efficiently
• Continuous process improvement mindset
• Must be able to work well in a team environment
• Must be able to work well under tight deadlines, and be able to manage multiple tasks at one time
• Discretion required in handling highly sensitive and confidential information
• Must be able to develop and maintain business relationships with both internal and external associates
• Long hours required during high-volume periods
• Assist the Asset Manager, Senior Asset Manager or Portfolio Manager, via analysis, contributing to decision­ making to maximize asset values while minimizing risk to the portfolio
• Conducts site inspections and documentation reviews
• Analyzes market data and market trends to assist with the marketing and leasing strategies as well construction monitoring oversight for the assigned properties
• Utilizes valuation and analysis model to help monitor monthly property performance, monitor variances to historical and budgeted performance, and to assist in the coordination of asset valuations
• Prepares discounted cash flow analyses, evaluates purchase and/or sale agreements, and reviews loan documentation, along with coordinating all other property specific information, to assist with the development of preparation of asset management plans and final workout strategy or property valuation
• Four year degree in real estate, finance or accounting required
• Degree in Real Estate or background in the Low Income Housing Tax Credit industry (LIHTC), Property Management or LIHTC financial modeling preferred
• Four year degree in real estate, finance or accounting requirednt field with equivalent work experience
• Additional consideration will be given to candidates that possess a degree in Real Estate or background in the Low Income Housing Tax Credit industry
• Must possess strong organizational skills and a basic knowledge of income forecasting and valuation techniques
• Must be a team player that can work well with others and be able to handle multiple tasks simultaneously
• Must be willing to travel
• Must possess an above average understanding of financial modeling and general tax and accounting concepts

Senior Real Estate Analyst Resume Examples & Samples

• More than five years of experience in accounting
• Experience working in commercial real estate, especially REITs
• Software proficiencies: very strong Excel skills including building and modifying macros, Argus software

Msim, Real Estate Analyst Resume Examples & Samples

• A university degree in a business- or finance-related discipline necessary; a Master’s Degree and/or a professional designation, such as CFA, advantageous
• Ideally with 1-2 years of experience preferably with an investment manager or investment bank, or equivalent, preferred; fresh university graduates with business acumen will also be considered
• Strong English and Mandarin, fluency in Japanese a distinct advantage
• Proficiency with Excel and database management is essential
• A strong interest in the investment management business
• A strong attention to detail
• A self-starter
• Able to work independently and manage time efficiently and effectively
• A team player with a resourceful attitude

European Real Estate Analyst Resume Examples & Samples

• Be educated to degree level, preferably in Economics / Geography / Real Estate
• Possess real estate research experience and knowledge of local real estate markets in Europe and its driving factors
• Advanced MS Excel and Access skills in an analytical environment and attention to detail and numerical accuracy
• Established PowerPoint skills
• Be willing to travel within Europe and preferably speaking other European languages
• Supports Loan Mgmt./Asset Mgmt. functions through site inspections, assist in transition from loan to REO, assembly of all required documents, research, establish property operations and leasing
• Analyzes market data and market trends to assist Asset Managers with the marketing and leasing strategies for assigned properties
• Utilizes valuation and analysis software to help monitor monthly property performance, monitor variances to historical and budgeted performance, and to assist in the coordination of asset and loan valuations
• Prepares discounted cash flow analyses, evaluates major capital expenditures, prospective leases and purchase and sale agreements. Reviews loan documentation, along with coordinating all other property specific information, to assist with the development and preparation of asset and loan management plans and final workout strategy or property valuation and dispositions
• Assists with on-boarding and management of information surrounding transfer of assets from Loan to REO utilizing YARDI, ARGUS, STAR, EXCEL and other software as needed
• Assist with REO return analysis on leases, CapEx and holding periods
• Assist in ordering 3rd party engineering and environmental reports
• Lease review for Loans that are in the process of transferring to Asset Management, and for REO Assets
• Liaison between Special Servicing and Asset Management
• Four year degree in relevant field or equivalent work experience
• Prefer prior commercial real estate analytical experience
• Responsible for operations analysis
• Support property management corporate department in analyzing functions such as marketing and leasing
• Assist in business plan development and execution for all properties
• Support team in analyzing and researching real estate investments for potential acquisitions and developments
• Assist with financial modeling
• Assist in the coordination of the financial reporting process
• Evaluate performance, prepare cash flow forecasts and annual asset valuations
• Provide analytical and asset management support on a portfolio of 15-20 properties
• Review and monitor legal documents such as leases and lease modifications, tenant estoppels, management and leasing agreements, partnership agreements, mortgage instruments, vendor contracts, etc
• Assist in the preparation of reports including Hold/Sells, Five Quarter Forecasts and Property Summaries
• Occasional travel to assigned properties
• Assist in property dispositions, including analysis of potential sales price, interaction with sales brokers and preparation of internal investment committee brief
• Assist in due diligence of potential acquisitions including expense analysis, lease review and underwriting assumptions and modeling review
• Oral and written communication skills
• Proficiency in Word and Excel
• Proficiency in DYNA or Argus
• Interpersonal Skills - ability to develop good working relationships with internal and external team members
• Time Management/Organizational skills
• Undergraduate or graduate degree with emphasis on business, real estate and related fields

Corporate Real Estate Analyst Resume Examples & Samples

• Assistance in preparation of business cases and financial models including NPV analysis
• Preparation of regular group wide premises portfolio reporting including key operational and financial metrics and information on fit-out projects
• Liaise with Macquarie's outsource partner on real estate transaction and general portfolio management
• Assistance in the facilitation and assessment of costs for due diligence & Integration works and associated budget management
• Review market research for external benchmarking and intelligence gathering
• Experience in corporate real estate
• Commercial awareness
• Track store performance, profitability, co-tenancy, center issues, store changes, and market mapping
• Manage the flow of the Real Estate & Leasing process by meeting with RE, Leasing, and D&C key positions to track New Store and Renewal/Relo/Store Closing flows and manage and distribute the Real Estate Schedule to PVH executives
• Responsible for checking and pursuing all Co-Tenancy defaults, working with DM’s to ensure every center is checked once per year
• Responsible for Ad Hoc reporting & Market mapping
• Creating, sending, and making sure Real Estate receives back from Wholesale & Division Presidents; A. Clearance analysis B. Lease Analysis and Creating and coordinating with Leasing and Design & Construction C. Deal Memo’s
• 2 to 4 years related business experience
• Microsoft Office Proficient- Advanced Excel skills required
• Lead projects from initiation through execution including phases such as planning, analysis, requirements, and implementation
• Create templates and appropriate project tools, write status reports, issues meeting minutes, action items, etc
• Administer and analyze surveys related to client satisfaction as well as high performance workplace initiatives
• Write content matter articles for the GRE Website
• Craft communications for GRE and JPMC employees
• Help coordinate meetings and events for GRE Employees as they relate to our people agenda
• Assist with the administration and rollout of mandatory training programs

CO OP Commercial Real Estate Analyst Resume Examples & Samples

• Excellent verbal and interpersonal skills, in order to develop and maintain relationships with Commercial business customers
• Enrolled in an MBA or undergrad degree in Business, Real Estate, Commerce, Finance or Accounting related discipline. Strong knowledge and understanding of financial statements and accounting principles
• Prior experience in providing customer needs-based advice and solutions
• Natural curiosity and passion for satisfying customer needs
• Analytical skills and strong attention to detail
• Able to use MS Word, Excel, PowerPoint, and Outlook effectively
• The ability to operate in a fast-paced, constantly changing environment
• Participating in the development of public and private sector real estate strategies and portfolio plans
• Development of financial models
• Valuation of various types of real estate assets and portfolios in support of various types of engagements including core valuation, due-diligence and transactions
• Synthesize market information to be used in valuation, appraisals, competitive analysis, industry analysis, negotiation support and various other applications
• Continuous review of Canadian real estate market trends
• Support the team in identifying and exploring potential new business
• Support the team in business development and marketing initiatives across the country
• An understanding of the commercial real estate industry in Canada
• Strong project management skills
• Knowledge or interest in real estate processes, operations, and/or asset management would be strongly preferred
• Keen interest in working with both public and private sector clients would be strongly preferred

Mortgage & Real Estate Analyst, Real Estate Resume Examples & Samples

• Collect financial information from clients for completion of annual reviews, amendments and assumptions which includes a cash flow analysis of the property
• Respond to inquiries from customers, business partners, lawyers, accountants and real estate agents with respect to existing Commercial Mortgages
• Assist with the implementation and ongoing support of CMBS (Commercial Mortgage Backed Securities) as required
• Ensure compliance with all CIBC regulatory training and work to ensure these programs and policies are applied consistently across the business. The incumbent will be personally responsible for compliance with all such regulatory and governance programs
• Other departments within Real Estate Finance Division (including BDMs)
• Clients/Borrowers
• Outside Vendors
• Experience in financial services
• Experience in Commercial Mortgages
• Knowledge and experience in a Customer Service capacity
• Knowledge and experience with Microsoft Office, Plexus and CEAS
• General understanding of financial statement analysis
• Strong written, verbal communication and interpersonal skills
• Ability to work under stringent deadlines
• Provide high level analytical support for a loan production office including the preparation of preliminary and final mortgage loan applications, submissions and documents. Assist in the underwriting, approval and closing of mortgage loan transactions
• Coordinate the workload and quality of analysts in the absence of the Commercial Real Estate Analyst IV and/or Commercial Office Manager
• Read periodicals and market surveys
• Attend meetings with borrowers and lenders to develop relationships
• Analyze real estate property and financial situations for producers, providing well-founded advice as to alternate courses of action
• Ability to obtain, understand and analyze data needed to prepare mortgage loan submissions from property owners, borrowers, lenders and third-party sources. Included may be leases, sales contracts, income and expense statements, surveys, property income and expense statements, borrower financial statements, articles of incorporation, partnership agreements, deeds, easements, environmental reports, property condition reports, appraisals, title policies, deeds of trust, notes, mortgage loan commitments, lender checklists, lender loan program requirements, real estate market surveys, comparable sales, overall capitalization rates, vacancy rates, prime and t-bill rates
• Ability to inspect properties, take digital and film photographs, make notes and maps as to the physical and economic conditions of the property, its immediate area, its neighborhood and its city
• Ability to interview owners, tenants, third-party report providers, requesting and obtaining information from them as needed
• Ability to analyze leases, historical income and expense characteristics to derive an estimate of Net Operating Income for a commercial real estate property. Included is the ability to analyze the Net Operating Income with respect to normal market income levels, stabilized vacancy rates, normalized expenses, lender’s specific requirements or lender’s appraisal standards
• Ability to analyze the borrower’s legal structure and financial statements with regard to normal market parameters and the lender’s requirements
• Ability to analyze the characteristics of the real estate with respect to industry norms and specific lender requirements
• Ability to prepare preliminary and final mortgage loan submissions in concert with the originating producer using Microsoft Word and Excel
• Understand specific lender requirements for submissions of loan package
• Ability to order, track and analyze appraisals, environmental and engineering studies, credit reports, Dunn & Bradstreet reports, demographic reports and other third party reports needed for the mortgage loan submission and/or closing
• Ability to review third-party appraisals for compliance with lenders requirements and discuss findings with lender representatives
• Ability to track the committed transaction through the closing process, obtaining additional information from the borrower as necessary for closing
• Understand the physical aspects of most commercial property types, typical real estate lending parameters, interest rate structures, tests of reasonableness
• Five years as a commercial real estate analyst, broker, leasing agent or property manager or equivalent
• Completion of the Mortgage Bankers Association’s Commercial Real Estate Finance Underwriting Seminar and Courses 110, 120, and 310 of the Appraisal Institute
• Proficient with contact databases, Lotus Notes, geographical mapping programs, digital imaging, the Internet, digital and film cameras and report binding machines
• Proficient with industry standard commercial real estate analysis programs, such as Argus
• Maturity and self-confidence to simultaneously handle a variety of assignments
• Ability to work harmoniously with internal/external workers/customers
• Ability to take initiative with nominal direction
• Master’s in Business Administration or Master’s degree in Finance or Real Estate
• Provide analytical support for a loan production office including the preparation of preliminary and final mortgage loan applications, submissions and documents. Assist in the underwriting and closing of mortgage loan transactions
• Obtain, understand and analyze data needed to prepare mortgage loan submissions from property owners, borrowers, lenders and third-party sources. Included may be leases, sales contracts, income and expense statements, surveys, borrower financial statements, entity documents, deeds, easements, environmental reports, property condition reports, appraisals, title policies, mortgage loan commitments and loan documents, lender checklists, lender loan program requirements, and market surveys
• Interview owners, tenants, third-party report providers, requesting and obtaining information from them as needed
• Order, track and analyze appraisals, environmental and engineering studies, credit reports, Dunn & Bradstreet reports, demographic reports and other third-party reports needed for the mortgage loan submission and/or closing
• One year of experience as commercial real estate analyst, broker, leasing agent or property manager or equivalent
• Understand and is competent with financial modeling, including discounted cash flow analyses
• Proficient with Internet research
• Highly organized and high attention to detail

Senior Global Real Estate Analyst Business Apps Analyst Resume Examples & Samples

• Take the lead in defining and managing development projects for BP’s and BP teams
• Work with business partners to translate global real estate strategy in to regional solutions
• Design, develop, test, and debug new and existing reporting applications for multiple business partners in a global retail real estate environment
• Troubleshoot data integration and coding issues and bugs
• Take the lead in the design and development of web based tools in support of the Global Real Estate process
• Integrate existing in-house reporting tools and systems into collaborative environments including Amazon’s AWS, SharePoint 2010 and MS SQL Server
• Develop a solid understanding of the global retail real estate business process & how data/information is used by the business
• Develop a deep knowledge of how to successfully translate global business needs into reporting output
• Develop and hold training sessions on the use of new tools and data systems
• Additionally in some scenarios this role will need to provide critical thinking on data analysis and data extraction from databases to provide insight to end-users on reporting
• This is an opportunity to work on a small, highly technical team embedded within a business unit
• BS/BA in Computer Science, Business, or related degree and/or 5+ years work experience in applications development
• Experience in Cloud development including Symphony, Amazon’s AWS, PHP or Web based development using content management systems
• Experienced in using software revision control systems: SVN/ GIT preferred
• MySQL or MS-SQL experience including data modeling and stored procedure development
• Experience in MS Access development working with Forms, Queries, SQL and VBA a plus
• Strong analytical and problem solving skills and a proven ability to interpret and synthesize data
• Experience in supporting developed applications for both North American and international business partners a plus
• Excellent written, oral, and formal presentation skills
• Exceptional interpersonal skills including flexibility and a willingness to learn from others
• Passion for driving change, delivering quality and making a positive impact on the business
• Work closely with senior team members to execute transactions
• Build comprehensive financial models and conduct financial analysis on both advisory and principal transactions
• Coordinate and review due diligence materials
• Compile investor materials on behalf of advisory clients
• Prepare analysis of transaction structures and strategies for internal or external audiences
• Engage with external parties including service providers and clients
• Assist with the negotiation of transaction documentation and closing of transactions
• Act as asset manager for principal investments from acquisition through to divestment
• Strong tertiary qualifications in a relevant discipline
• Up to 2 years experience relevant experience, preferably in Investment Banking, Real Estate or similar
• Advanced analytical and numerical skills, with experience of financial modelling
• A clear ambition to take on responsibility for tasks and workstreams from Day 1
• Strong interpersonal skills and ability to communicate in a professional manner
• Support global portfolio management and strategic planning activities for the department using scenario planning, portfolio analysis, business unit requirements and solicitation of employee feedback
• Utilization reporting for various corporate sites through the collection of data from the global building access system, HRIS database, and facility management database
• Use of Excel to generate utilization reports by location and Division, among other aspects
• Contribution and input into automating the utilization and real estate reporting processes
• Produce global real estate portfolio reports for CREFTS management including (1) routine iterative monthly financial, operational and performance reporting to executive management and (2) ad-hoc reporting activities for CREFTS as required
• Assist with financial analysis for real estate transactions. Prepare and maintain regular headcount reports by office with data feeds from multiple sources
• Support the team with special projects and strategic initiatives for the global real estate portfolio including alternative workplace studies, occupancy trending, market research, and other ad hoc projects
• Provide the CREFTS team and internal customers with information related to the global real estate portfolio, status of projects, transactions/brokerage activities and leases
• Additional responsibilities will include general technical, financial and market analysis; strategy development; project management and preparing summary and presentation documents
• Actively participate in the improvement of data accuracy
• Analyze various internal databases to validate, identify, correct and update errors in data quality
• Determine root causes of data inaccuracy and initiate appropriate actions to rectify them
• Collaborate with different departments to resolve data quality issues
• A Bachelor degree in Mathematics, Statistical Analysis, Finance, Accounting, Real Estate or related field
• Preference for a degree with strong background in quantitative analysis and demonstrated translation of information into insight
• Minimum 5 years’ experience in a related position
• Strong aptitude for inspecting, cleaning, transforming, and modeling data with the goal of highlighting useful information, suggesting conclusions, and supporting decision making
• Advanced proficiency in Excel including financial functions, data analysis tools and functions, lookup functions, filters, pivot tables and other related functions
• Familiarity with SQL databases, database architecture, and Microsoft SQL Server 2012 or later versions
• Interest in real estate, real estate financial analysis, construction and building operations
• Expert math and statistical analysis skills including algebraic functions, order of operations and problem solving skills
• Comfortable with PowerPoint, Word, and interchanging information between MS Office applications
• Great communicator, both verbal and written
• Savvy enough to understand appropriate use of written vs oral communication
• Resourceful in obtaining relevant information and independent problem solving
• Able to work with diverse groups of internal clients
• Experience in a corporate finance or facilities organization a plus

Commercial Real Estate Analyst Resume Examples & Samples

• Evaluate senior and subordinate mortgage financing requests to determine viability of opportunities including an initial assessment of the credit, sponsorship and property/market
• Identify specific merits, risks, and mitigants for each transaction
• Construct and maintain detailed financial models and develop sensitivity analyses
• Prepare deal screens and credit memos
• Perform property, market, industry, and sponsor due diligence including lease review and reconciliation to rent roll and bank statements, review of third party reports, background searches and lender references
• Bachelor’s degree with emphasis in finance / economics / accounting
• Minimum of two years of experience in the commercial real estate sector (private equity, specialty finance, commercial bank, or investment bank)
• Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting including financial statement analysis
• Strong analytical skills including ability to perform cash flow analysis and forecasting
• Basic knowledge of all types of CRE Asset classes including office, retail, industrial, multifamily, hospitality, self-storage, and manufactured home communities
• Proficient in MS Office (Excel, PowerPoint, Word) and other industry software
• Excellent presentation skills – both verbal and written
• Manage the commercial real estate analysis function in loan production office(s)
• Responsible for training of loan production analysts
• Assist corporate staff in managing the analyst functions in loan production office(s)
• Manage the workload and quality of work of mortgage loan analysts
• Attend real estate industry trade functions, representing Grandbridge Real Estate Capital
• Read periodicals and market surveys, advising corporate and loan production staff as to current trends in commercial real estate
• Analyze complex real estate property and financial situations for producers, providing well-founded advice as to alternate courses of action
• Ability to review third-party appraisals for compliance with lender requirements and discuss findings with lender representatives
• Ability to interface with both borrower and lender, calling lender to obtain loan quotes. In concert with the producer, is able to take primary responsibility for the negotiation of applications, commitments and loan closing functions
• Understand the physical aspects of all commercial property types, typical real estate lending parameters, interest rate structures, tests of reasonableness
• Seven years as a commercial real estate analyst, broker, leasing agent or property manager or equivalent
• Must have earned the CCIM designation awarded by the CCIM Institute, an affiliate of the National Association of Realtors
• Ability to organize, direct and supervise others
• Preparing detailed market comparable analysis of multifamily properties
• 3-5 years of experience in Multifamily Real Estate Finance
• Bachelor’s Degree in Finance requited
• Prior experience in real estate, financial analysis, or asset/portfolio management roles
• Financial modeling utilizing MS Excel
• Pro forma analysis
• Variance Analysis
• 5+ years of real estate experience
• Advanced MS Excel skills
• Bachelor’s Degree in Finance

Assistant Real Estate Analyst Resume Examples & Samples

• Work directly with Real Estate Manager (REM) in the planning and implementation of real estate projects - includes all new stores, as well as fleet optimization efforts such as expansions, closures, down-sizes, relocations, and remodels
• Coordinate the preparation and assembly of analysis, statistics, research, maps, and other documents and presentation material required for real estate committee approval
• Work with REM to help manage the business relationships with Developers, Brokers, and Retailers and assist with Developer portfolio reviews and market visits
• Collaborate with internal partners and Real Estate Operations (REO) to manage ongoing projects, timelines, budgetary guidelines and contribution goals
• Help REO facilitate weekly meetings with Global Procurement (GP), Store Construction (SC), and Store Design (SD) to ensure deal specific technical requirements are met and all required information is obtained
• Liaison between Real Estate Legal (REL) and REM to ensure deal specific exhibits are obtained for lease signature
• Work with Real Estate Finance (REF) to prepare preliminary ROAs to assess initial feasibility of potential deals
• Perform special projects, as requested by REM and REO, completely, accurately, and within agreed upon timelines while staying in constant communication with all stakeholders
• 4-year Business/Accounting/Finance degree
• 1-3 years Finance\Accounting experience preferred; working knowledge of retail finance
• Organized and ability to multi-task in a dynamic environment
• Strong analytical and proven research
• Self-motivated – ability to work independently and drive results
• Team player – work effectively with a diverse group of business partners
• Energetic, positive outlook
• Articulate/good communication skills
• Intermediate to advanced computer skills with an emphasis in Microsoft Excel

Senior Commercial Real Estate Analyst Resume Examples & Samples

• Gather and evaluate economic, demographic and real estate data
• Analyze data to drive higher asset performance in utilization and investments
• Prepare client presentations, including simplifying complex ideas and variable combinations
• Review and analyze data as part of an opportunity assessment or due diligence process
• Obtain inputs for complex financial analyses
• Evaluate real estate and occupancy alternatives; define and execute relevant qualitative and quantitative analysis
• Responsible for client interaction
• Use business intelligence tools for research and convey opportunities
• B.A./B.S. required
• Interest in real estate
• 3-4 years of related work experience
• Project execution and consulting experience is highly desirable
• Self-starter and a team player
• Strong organizational skills, intellectual curiosity and experience using Excel, Word and PowerPoint
• High level of customer service skills and professionalism required
• Monitor the financial performance of the portfolio
• Create and maintain financial models for individual properties
• Track, analyze and present on the changes in lease rates, interest rates, and the markets
• Research & analysis for acquisitions, capital projects and dispositions
• Assist in forecasting, budgeting and valuations
• Perform special projects as requested
• A Bachelor's in accounting or finance
• 1-3 years experience working in a similar capacity
• A strong understanding of commercial & industrial real estate
• Attributes of an independent thinker
• Professional level of communication and proven ability to present complex data
• Intermediate to advanced knowledge of Excel & ARGUS

Senior Financial Real Estate Analyst Resume Examples & Samples

• Preparation of detailed financial modeling for transaction activity under consideration to support the overall business case development
• Support of presentation materials for executive level transaction reviews and approvals
• Collaborate with team to develop and enhance efficiency of reporting strategies including automation and simplification of reporting processes while preserving data integrity
• Highly developed interpersonal and communication skills; demonstrating confidence in building and effectively maintaining positive relationships with clients (internal and external) and co-workers
• Ability integrate across finance and account service lines; connecting dots across key responsibilities and multiple service lines
• Ability to influence partners and teammates
• Highly organized with effective time management skills
• Collaborative manner and work ethic
• Ability to provide discrete and confidential handling of sensitive information
• At least three years of work experience in finance, accounting, or investment. Real estate experience is preferred

Real Estate Analyst Role Resume Examples & Samples

• Using Microsoft Excel and Argus to run advanced analytics on the performance of current real estate holdings and potential acquisition targets
• Development and maintenance financial models
• Compiling and analyzing relevant company and industry information, originating from a broad variety of sources (such as financial databases, industry publications, financial statements and public disclosures)
• Ideally 2-4 years of work experience with a minimum 1-2 years of experience in equity research/investment banking and real estate
• Ability to systematically manage a heavy work load and meet stringent deadlines
• Flexibility to work irregular or extended hours
• Solid technology skills with robust knowledge of Excel, Word and PowerPoint (Thomson One/Eikon & SNL a plus)
• Developing pro-forma and discounted cash flow models for multifamily assets in various stages of operation (e.g., stabilized, distressed, value-add, lease-up)
• 1-3 years of experience in Multifamily Real Estate Finance
• Advanced Excel capabilities
• Ability to synthesize large quantities of information
• Must be willing to work within an entrepreneurial environment and multitask
• Prepare property financial investment valuations and performance models
• Assist asset planning and budgeting activities, and produce financial reports and annual CAM reconciliations
• Review third party items and monitor capital projects and coordinate loan draws with lender
• Oversee the performance of properties and coordinating timely payment of rent, real estate taxes, and insurance renewals
• Lender reporting and track debt maturities in liaison with the Controller
• Lead due diligence of new acquisition, disposal and the onboarding of new assets
• Track leasing activity on all assets under management and maintain valuation models
• Assist with any special projects and perform ad-hoc responsibilities as requested
• Bachelor’s degree in Real Estate, Finance, Economics or related study
• 1-3 years of related analysis experience in commercial real estate
• Advanced knowledge MS Excel, including financial modeling
• Extensive Argus experience; MRI Accounting software preferred
• Ability to travel up to 10% required
• A significant background in real estate payment, charging and recovery processes
• Competent to read lease liability details and understand them
• Experience in landlord and tenant agreements
• Ability to apply the relevant rental escalation/indexation rate to base rent data in the lease abstract form to undertake accurate historic analysis
• A working knowledge of circumstances/legislation surrounding lease payment
• Ability to identify unusual variations in charges paid
• Naturally need to be competent in excel and apply their property knowledge to any analysis
• Team worker with good initiative enjoying flexible workload
• Review, analyze and route for approval companywide lease and capital project requests related to space acquisition for Sony Music’s domestic and international operations
• Prepare financial analysis for real estate options
• Administer US leases and subleases including disbursement of rent payments; collection of sub-lease income; analysis of annual real estate and operating expenses escalations; compliance with lease terms; and initiate and review escalation audits
• Prepare and analyze US facilities annual budget and review monthly expense variances
• Responsible for the annual collection of property insurance data points for US facilities and cost for Sony Music’s global facilities
• Oversight of Rutherford facility
• Four year college degree in related field
• 3 – 5 years’ experience in facilities and real estate management
• Independent problem solver and decision-maker
• Detail-oriented with strong analytical and solid organizational skills
• Demonstrated ability to build effective internal and external working relationships
• Commitment to provide superior customer service to all internal customers
• Willingness to take initiative and to follow through on projects
• Strong sense of urgency and a bias for taking action
• Ability to handle multiple tasks in a fast paced environment
• Proficient in Excel and other Microsoft Office programs
• Assist in the preparation and maintenance of property and portfolio level pro-forma models
• Evaluate acquisition, dispositions development and re-development opportunities
• Validate & assess business information and financial metrics
• Work in a team environment and communicate with all levels of staff
• Master's degree preferred, with a concentration in Finance, Development or Valuation
• At least two years of commercial real estate experience
• Construct pro-forma models and IRR's utilizing Argus
• Proficient with advanced functions of Excel
• Previous post grad experience in real estate investment and/or asset management preferably gained in the German real estate market (alternatively Infrastructure, Private Equity or investment banking/M&A)
• Good modelling skills incl being able to create models from scratch
• Understanding of tenancy and contract law
• Track record in supporting deal origination, and modelling; working on presentations and pitches to senior management
• Excellent analytical skills and experience with cash flow models
• Understanding of and/or interest in Real Estate as an asset class
• Strong degree in relevant subject, preferably incl Real Estate subjects
• Excellent Excel, Word and Power Point skills
• Fluent German and English communication skills; both oral and written level required
• Assist in sourcing of new real estate acquisitions
• Review real estate investment offerings and challenge deal assumptions and dynamics
• Provide monthly reporting on assets under contract and ownership to executive management
• Perform financial analysis on assets and create property variance budgets
• Lead the underwriting of real estate investment opportunities; office, multi-family, retail, industrial, residential and development
• Assistance in preparing and reviewing property strategies across Macquarie's main offices
• Assistance in preparation of business cases and financial models
• Liaise with Macquarie's outsource partner on real estate transactions and general portfolio management
• Reviewing market research for external benchmarking and intelligence gathering
• Provide regular and ad-hoc analysis using system data
• Review of internal systems data to ensure accuracy and completeness
• Previous experience putting together and presenting proposals
• Experience in corporate real estate would be advantageous
• High attention to detail with strong verbal and written communication skills
• Commercial awareness and financial acumen
• The ability to liaise effectively with counterparts and recommend solutions having thought through different ideas

Chicago Real Estate Analyst Resume Examples & Samples

• Perform financial analyses, including cash flow projections with complex financing structures, Argus valuation models, and sensitivity analyses
• Prepare offering materials for new or existing assignments and pursuits utilizing effective work planning capabilities
• Assist with the preparation of presentation and pitch materials for new business pursuits
• Manage the due diligence and closing process for complex financing transactions
• Read and review real estate documents (i.e. leases, environmental and engineering reports, appraisals, etc) and prepare abstract reports for clients and prospective clients
• Organize historical client contact/activity
• Point of contact for tracking, management, reporting
• Bachelor’s Degree in Finance or Real Estate with outstanding academic credentials
• Demonstrated ability to analyze qualitative and quantitative information and translate into strategic deliverables
• Exposure to ARGUS during internship experience a plus
• Excellent computer orientation and proficiency with Excel, PowerPoint and Word software is required
• Building and maintaining close working relationships with customers by supporting the Director of Account Management in serving as the primary contact for all business partners. Act as escalation point for any CRE issues that our business partners bring forward. Liaise with business partners on short and long term business requirements
• Leads solution development efforts that best address customer needs, while coordinating involvement of all necessary CRE disciplines in order to implement a solution that meets the business partner needs in a timely and cost effective manner
• Assist in long-term planning and forecasting for projects, capital, resources, as well as ongoing realignment, in order to meet new or changing business priorities
• Provide input and contribute to the development and execution of CRE strategic plans
• 3 – 5 years related experience in Corporate Real Estate, Relationship Management and/or Project Management
• University/College degree or sufficient work experience in lieu of
• Bachelor's degree
• Minimum of 3 years of relevant finance or investments experience, including 2 years of commercial real estate credit and underwriting experience, preferably at an insurance company or bank
• Ability to function independently, successfully prioritize and manage multiple tasks/projects, and deliver with a sense of urgency in a timely manner
• MBA/CFA or MBA or CFA candidacy

GIS Real Estate Analyst Resume Examples & Samples

• Assist clients with site selection/optimization strategies based upon directives and market opportunities
• Create maps and graphs using GIS software and related equipment
• Compile and distribute research in the form of maps, reports, presentations, narratives, data summaries, etc
• Consult with professionals and clients to determine appropriate map analysis technique
• Conduct Trade Area analysis to include; ring analysis studies, drive time studies, and hand drawn trade areas in order to identify population and/or income and age
• Responsible for geo-database maintenance and other company databases
• Conform to QA/QC processes to maintain integrity of mapping resources and geospatial data
• Operate and maintain GIS system hardware, software, plotter, color printer, and related equipment
• Perform specialized studies and research in regards to specific projects and goals
• Provide support and present information to clients (internal and external)
• Develop and manage databases using GIS software, ESRI Arc Map, and Business Analyst
• Monitor, maintain, and update retail tenant, retail sales, and retail shopping center databases

Real Estate Analyst Intern Resume Examples & Samples

• Must be rising junior in a Bachelors program or above, with a minimum 3.2 GPA – both cumulative and major (will be verified by transcripts)
• Must have strong communication skills and ability to work effectively in a collaborative environment
• Must be pursuing degree in Real Estate
• Understand real estate principles, development, investment analysis and finance
• General understanding of facility metrics are important
• A self-starter who is business savvy with strong mix of analytical and organizational skills
• Deadline orientated, being able to be diligent and focused and see projects through completion
• Working with all functions in RE&WS to design consistent requirements for RE&WS information databases and reporting tools
• Create business cases to identify costs, benefits, risks and issues with RE&WS decisions
• Represent RE&WS at PMO level for OIP and Integration
• Provide guidance on external Real Estate practices and processes to ensure WTW receives best-in-class results from contract providers
• Work with Real Estate data to identify areas of opportunity to reduce costs, increase service or mitigate risk through a change in process
• Understanding the internal and external factors and requirements that drive RE&WS goals, objectives, and work practices with the commercial situation
• Work with Technology functions to define functional requirements documentation of long-term systems to best support business needs
• Ability to plan and organize
• Highly articulate and able to communicate and influence with confidence and credibility at all levels, delivery to suit audience & adjust behavior to suit the political environment
• Able to analyze business problems, make recommendations/proposals & resolve complex problems
• Able to develop business cases to support decisions and build consensus on results
• Actively promotes ideas, proposals, and influences strategy
• Ability to work within a team to high standards and tight timelines
• Confident user of MS office (Word, Excel, PowerPoint)
• Strong understanding of structured databases and data integrity
• Strong understanding of business process in one or more disciplines would be an advantage
• Identifying and analyzing the major risks affecting an investment opportunity
• Researching supply and demand forces in the market
• Developing detailed and accurate financial models
• Play a supporting role during due diligence and contract and closing document preparation related to property acquisitions and dispositions
• Support the Performance Measurement team in calculating, interpreting and compiling quarterly performance measurement reporting as well as aid in compiling data for new business presentations and ad-hoc requests

Real Estate Analyst / Associate, Milan Resume Examples & Samples

• Multilingual with strong preference for fluency in Italian
• Strong academic background - business, math, or accounting background
• 2-3 years’ experience in financial services, preferably with experience involving real estate and loans
• Strong communication skills (clear, concise, and confident) with the ability to manage internal and external relationships
• Experience working with large sets of data a plus (knowledge of database structures and SQL a plus)
• Prior technical or quasi-technical experience a plus
• Able to work under tight time constraints and extended hours as required
• Contribute to special projects in support of business development and leasing initiatives
• Assist with the preparation of client presentations and marketing materials
• Provide ongoing support with current deals - including market surveys, proposal reviews and summaries, lease reviews, financial analysis
• Conduct research and contribute to property, tenant and market analysis / research projects that identify JLL as a thought leader and advisor to our clients
• Current undergraduate or graduate level students in their junior or senior year with a major or concentration in finance, real estate or a strong desire to work in the commercial real estate industry
• Corporate and business experience
• Innovation and strong problem-solving skills
• Submit and track funding requests on our accounting software
• Generate all reporting for the General Service department
• Support the consolidation and review of our current reporting
• Work, as necessary, with software providers to continuously improve data quality
• Support different teams with internal operations deliverables
• Support different areas with financial, accounting, and operational review of the data
• Closely work with Corporate service vendors to manage and control their reporting
• A Bachelor’s Degree in Business, Real Estate, Finance, Accounting or any other is preferred related field
• Previous real estate, reporting, data analysis, or any other related experience is preferred
• Must have strong computer skills with an emphasis on data administration, and be proficient in Microsoft Suite Applications (Word, Excel, Access, PowerPoint)
• A strong ability to manage multiple projects is required, along with an ability to remain detail oriented
• Must have strong analytical, interpersonal, communication, and organizational skills
• Analyze historical property income, operating statements, budgets, leases, loan agreements and expenses as well as current market conditions in order to determine financial underwriting assumptions
• Review, analyze, comprehend, abstract and interpret various types of real estate documents, including leases, rent rolls, budgets, operating statements, expense recovery reconciliations, loan agreements and other information used in the underwriting process
• Create evaluations of properties and sensitivity analyses
• Ability to play a role in presenting with lead broker in a formal client setting to audiences with a wide range of financial acumen
• Direct communication with Capital Markets professionals, property managers, asset managers and principals to clarify inconsistencies found in underwriting process and address other property specific issues
• Assist in the production of property offering memorandums which will be used to actively market retail assets to the marketplace
• Perform location, market, property, retail tenant and economic research to be used in property marketing and team branding materials, as well as keep the local team apprised of market developments
• 1-3 years of relevant experience using Argus software
• Ability to comprehend, analyze and interpret various types of real estate documents, including leases, contracts and financial statements. (not required – preferred)
• Strong understanding of financial terms and principles necessary in real estate underwriting, including Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, etc
• Proficient with Argus DCF software; experience working with retail properties and complex CAM pools is preferred but not required
• Highly-developed verbal and written communication skills – ability to interact effectively and professionally with a wide variety of internal parties (managers, analysts, sales professionals, clients, etc)
• Close attention to detail and strong organizational skills; ability to multi-task in order to meet client deadlines. (most important of all the qualifications)
• Intermediate to advanced skills with Microsoft Office Suite including Excel and Word
• Ability to think creatively to resolve problems
• Solid organizational skills and ability to manage multiple assignments with changing priorities
• Willingness to work hard in a transaction oriented environment
• High level of integrity and ethics
• Team player, strong work ethic and passion to work in the commercial real estate industry
• Strong analytical skills, financial/math skills and a keen sense of numbers
• Assist with consolidate and synthesize data from multiple sources, using Microsoft Access and advanced functionality in Excel including vlookup and pivot tables
• Support the analysis of data to identify and validate trends that impact client decision making
• Assist with the creation of impactful charts and slides for client presentations, webinars, and research papers
• Update data and charts in slides across high-visibility presentations
• Demonstrated analytical ability and desire to work with data in the commercial real estate industry
• Experience with Microsoft Excel and Office suite required (knowledge of advanced functions preferred)
• Demonstrated evidence of stellar communication and writing skills
• Must be able to write and speak clearly and to see things from different perspectives
• Exceptional attention to detail and follow-through
• Team player that thrives in a collegial environment
• Excellent time management skills that facilitate working in a deadline-driven environment
• Demonstrated intellectual curiosity that will promote strong market analysis
• Develop actionable insights and quality deliverables in support of key strategic priorities; maintain flexibility and accountability in support of multiple initiatives and/or projects
• Conduct internal and external research and analysis to develop actionable recommendations
• Create and maintain critical date and project pipeline dashboards and process maps
• Assess business performance, utilization, and commute impacts and develop detailed insights and strategies
• Prepare work plans, project plans, project status updates, and reports for key initiatives/projects
• Prepare deliverables for executives in both Excel and PowerPoint for various purposes, including metro studies, business reviews, and quarterly earnings call preparation
• Prior real estate, finance, consulting, or investment banking experience is preferred

Senior Credit Real Estate Analyst Resume Examples & Samples

• Evaluate prospective real estate opportunities by analyzing property cash flows, rent rolls, locations, property types (multifamily, retail, office, etc), requested loan terms and all other information available
• Successfully spread and analyze property operating statements and/or tax returns and have a complete understanding of cash flow reports, financial ratios, trends, etc. Also spread personal financial statements and be proficient in cash flow analysis (spreading individual tax returns). Analyst must be able to identify recurring and non recurring sources of cash flow and the property’s ability to cover debt service
• Underwrite real estate credit narratives for new loans as well as for renewals, modifications and short-term extensions. This includes financial and risk analysis, FRB strategy, purpose of loan, repayment sources, collateral, financial & reporting covenants, tenant analysis, and sponsor summary. Analyst must be able to successfully underwrite complex properties and guarantor credits
• Run credit reports on companies and individuals to assist in the analysis process. Conduct research on specific industries or companies to assist Relationship Managers
• Complete start-up sheet and set up (originate) loans (currently) using POWERLENDER
• Conduct site inspections on each real estate property to ensure property is well maintained and is operated in accordance with industry practice
• Order loan documents and review documentation for consistency and accuracy of Credit Narratives. This requires working with the Borrower, Commercial Loan Operations, Closing and outside legal counsel
• Create and maintain all loan and credit files. Must be able to take full responsibility of the credit file used in approving each loan
• Assist and work with clients on all levels of the relationship, including: loan advances and payments, collecting loan and legal fees, calling on delinquencies, assisting clients with various loan and deposit related inquiries, etc. Remedy or submit requests to the proper departments and follow up to ensure timely execution
• Be proficient in Microsoft Office, Excel and PowerPoint
• Perform duties and responsibilities specific to department functions and activities
• Performs other duties and responsibilities as required or assigned by supervisor
• Senior Real Estate Credit Analyst must be able to stand-in for Relationship Manager, providing outstanding client support and quality service
• Bachelors in any finance or engineering related discipline are required; MBA or CA degree is a plus
• Knowledge of accounting and finance fundamentals
• Working knowledge of MS Excel skills (required)
• 0 to 12 months of work experience
• Exposure to accounting / financial services operations is preferred
• Prepare financial analysis for development and acquisition investment opportunities
• Consults market studies to confirm rent, other revenue and amenities to be considered
• Compares similar properties, consults Management Services Department, and collects information from universities to project expenses
• Collects data from meetings and makes changes accordingly
• Coordinates select items with select vendors
• Refines development budget as deals proceed
• Collects and compiles data for monthly reporting and review; confirms accuracy; distributes at monthly cost report meeting
• Updates forecasts based on information collected at cost report meeting
• Education and Experience –A Bachelor’s degree in Finance or Real Estate Development and one year of related experience is required. Must be highly proficient in modeling with Excel and using PowerPoint. Experience with MRI or Argus would be a plus. Previous financial analyst experience is preferred
• Physical and Environmental –The ability to see, hear, speak, comprehend, and communicate are required. The position may require the ability to negotiate stairs and to physically inspect the properties, construction projects, and portfolio

Senior VP-senior Financial Corporate Real Estate Analyst Resume Examples & Samples

• Bachelors degree required, Masters preferred
• 10 plus years of relevant analytics experience
• Corporate Real Estate experience/industry knowledge preferred
• People management and development expertise in multiple operational/geographic contexts
• Advanced cross-functional collaboration skills
• Strong analytical and problem-solving ability
• Ability to bring clarity to challenging problems and to help others engage in and embrace a solution
• Able to enhance performance and foster innovation with key outsource partners
• Role requires extensive financial modeling capabilities along with an in depth knowledge of GAAP
• The candidate will be required to present complex financial and strategic presentations to clients (internal CRS Management, partners across the organization – Finance, Accounting – and external vendor partners)
• Ability to manage responsibility for team (includes people, budget and planning)
• Excellent written and communication skills - requires regular engagement with various groups across the globe (partnership with accounting policy and Finance team, when necessary, also engage with members who prepare board packages - i.e. for projects over $100 million)
• Direct work activities required to formulate, develop, prioritize and implement facility plans that make the most efficient use of space; work team to include project managers, transaction and lease managers, and Business Unit representatives. This requires working closely and taking direction from the Real Estate Lead Account Manager
• Manage the space allocation activities for administrative, garage, non-network Co areas, hosting and data center space for assigned geographic area, including responses to business unit requests that balance the true needs of the business and optimal use of limited resources. This aspect includes working with the corporate systems to assign relocating and new employees to seating in the system and working with other teams to ensure the voice data aspects of relocations and new-hires are met
• Handles Business Unit requests for space, develops alternatives with pricing and makes recommendations for solutions
• Works with Real Estate PDA Team to maintain accurate floor plans for administrative floor space, to include ensuring accuracy of seat assignments, cubicle layouts and room dimensions
• Completes and provides Site Acquisition Matrix (SAM) to Transaction team for lease renewals and lease searches. Evaluate results and work with Transactions, Project Management, Voice and Data teams and customer on final recommendation. Assists Transactions during lease negotiation
• Implements furniture and space standards and supports furniture strategic alliance process. Requests creation of test fit plans and makes recommendations based on customer needs. Assist as a scheduling point of contact and internal liaison for furniture vendors
• Establish local area strategies to guide management of CenturyLink’s real estate portfolio, including both acquisition and disposition of properties
• Establish and maintain “key” contacts and interface with corporate planning, business units, corporate finance and regulatory and legal resources
• Obtain an understanding of competitor strategies and general business trends, and apply knowledge to development of responsive recommendations and presentations to business leaders
• Participate in research, benchmark and opportunity analysis to assess and improve company’s effectiveness and direction with regard to real estate assets
• BA/BS in Finance, Business, Planning or related field
• Financial Analysis, Tactical Planning and Management Skills Training
• Possess extensive knowledge and experience in the management of corporate real estate (minimum of 4 years)
• Excellent leadership and organizational ability
• Demonstrated oral and written communication
• Excellent interpersonal and negotiation skills with all levels of management
• Conceptual and forward thinker
• Takes initiative and performs with little or no supervision
• Industry recognized certification (BOMA, IFMA, IREM)
• Prepare and maintain property and portfolio valuations using discounted cash flow models
• Review weekly and monthly reporting packages and evaluate variances and trends in operating income and expenses
• Manipulate large quantities of loan and property level data received from third parties
• Implement action steps and strategies to maximize the value of the assets
• Monitor legal documents such as leases and lease modifications, management and leasing agreements to ensure compliance
• Regularly perform site inspections to ensure the value of assets
• Perform market data analysis
• Prepare annual business plan
• Computer proficiency in MS Office, including Excel, Word, PowerPoint and Outlook
• Working knowledge of Argus and other financial/analytical software is an added benefit
• Strong organizational skills including the ability to multi-task and prioritize efficiently
• Ability to work independently on assigned projects
• Ability to work in a team environment with multiple points of contact
• Must enjoy working with numbers
• Ability to prepare written and conduct oral presentations as well as communicate accurately, effectively, and persuasively
• Under general supervision, this position is responsible for assisting in the support of real property commercial leasing, including but not limited to preparation and administration of leases, amendments, subleases, licenses and easements in commercial real estate transactions to implement strategic space objectives
• Maintains real estate database including location, size, rental terms, and operating expenses
• Abstracts accurate information from complex commercial leases and related legal documents
• Prepares and delivers timely, accurate and complex lease data reports
• Prepares monthly spreadsheet reports to ensure accuracy of tenant operating expenses
• Maintains and utilities database to properly bill for pro-rated share of utilities (gas and electric, potable and reclaimed water, DI water, etc.)
• Maintains complete records to ensure proper administration of tenant leases including but not limited to property files, work project notifications, utilities, property taxes, service requests, insurance certificates and operating expenses
• Acts as a liaison between the company and various landlords. Notifies employees of upcoming events (fire suppression system test, parking lot repaving, and other pertinent information)
• Attends meetings with landlords, lenders, consultants and brokers
• Maintains ongoing landlord and occupant relations to constantly assess needs and ensure problems are addressed promptly
• Reviews and reconciles rent and common area maintenance (CAM) charges. Expedites tenant payment of delinquent rent and operating expenses
• Works with internal departments including law, project management, space planning and facilities to ensure relevant data is available for reporting and action
• Maintains the strict confidentiality of sensitive information
• Utilizes MS Office Suite and other applications
• Performs other duties as assigned or required
• Typically requires an associate's degree in a related discipline and five or more years of progressive experience in commercial real estate
• Equivalent professional experience may be substituted in lieu of education
• Paralegal certificate preferred, but not required
• Intermediate working knowledge of lease administration software and other software such as Yardi, Qube, FM Systems, and SAP is strongly preferred
• Must demonstrate a complete understanding of real estate principles, theories and concepts
• Must be customer focused and possess: (1) good organizational skills; (2) good interpersonal skills to interact with people, reach agreements, and resolve issues, (3) good analytical, verbal and written communication skills to accurately document, report, and present findings
• Ability to work independently or in a team environment is essential as is the ability to work extended hours as required
• Specific requirements include the development of various custom reports and analysis, while ensuring BAU functions continue without interruption
• Work closely with internal and external teams to ensure data warehouse is monitored and maintained properly
• Perform process improvements to more effectively retrieve data from different sources to develop reports for analyzing real estate data in conjunction with other data coming in from feeds (i.e. HR, Finance, etc.) to ensure data integrity
• Develop ad-hoc reports to support senior level management, the CRS regions, and business customers requests
• Monitor and enforce adherence to CRS's Manager's Control Assessment,
• Manages data quality by overseeing data entered to ensure that the system is appropriately complete and accurate
• Reviewing, providing explanations and approving payments made to Citi's Real Estate Brokers
• Demonstrated ability to think strategically and critically
• Strong knowledge of the fundamentals of leasing and portfolio mgmt
• Strong communication (verbal and written)
• Bilingual (English and Spanish) a plus
• Extensive use of Microsoft Suite (Excel, Access, etc.)
• Experience with lease and lease transaction databases (CoStar and Manhattan)
• Ability to interpret complex commercial lease language,
• Ability to process work quickly, accurately and with changing priorities,
• Ability to create quality documents and meet the appropriate deadlines, including refined presentation skills
• Ability to quickly grasp business and technical concepts
• Ability to work flexibly in a fast-paced environment while balancing short-term deadlines & conflicting priorities
• Excellent organizational, communication and interpersonal skills
• Commitment to accuracy, quality, standardization, simplified user experience, and adherence to process and compliance guidelines
• Strong organizational & process documentation skills
• Strong and proven technical aptitude
• Willingness to take ownership of requests and work independently to identify and remediate issues without direction
• Persistence in following up to drive deliverables
• Analyze, evaluate, and monitor investment acquisition, development and disposition opportunities for on and off-balance sheet real estate portfolios
• Manage parts of the due diligence, underwriting and closing processes
• Primary responsibilities include running financial models as well as preparing Investment Summaries for senior management consideration
• Position will be located in Boston and support the investment activities of several teams in several different geographic locations
• 3-5 years of experience as a Real Estate Investment Analyst; institutional environment a positive
• Strong skills in Excel, Word, Powerpoint
• Comprehensive knowledge of real estate investment matters, including leasing, development, operations and general finance
• Strong written and oral presentation skills
• Underwriting of new deals
• Financial and feasibility analysis, assisting in all phases of property acquisition or ground-up development and project financing activities. This will include feasibility studies and other research for potential investments, investment underwriting, due diligence, managing documentation, site visits and investment closings
• Asset management of existing portfolios of properties under construction, in lease up or stabilized. This will include preparation and update of asset reports, preparation of property valuations, market research and analysis
• Market, economic and demographic research to assist in evaluating markets for existing or potential investments
• Preparation of written presentations to the investment committee in relation to proposed transactions
• Asset management of existing portfolios of properties under construction, in lease up or stabilized. This will include preparation and update of asset reports, preparation of property valuations, market research and analysis, and site visits
• Financial and feasibility analysis, assisting in all phases of investment management. This will include feasibility studies and other research for potential investments, investment underwriting, due diligence, managing documentation, site visits, investment closings and asset sales
• Financial modeling and analysis related to the monitoring of assets; preparing sell/hold analyses
• Underwriting of potential new multifamily and office developments and value-add multifamily, office and retail acquisitions
• Financial underwriting and pro-forma modeling with Excel and Argus
• Facilitation of the due diligence process including managing documentation, site visits and investment closing process
• Perform in-depth economic and demographic research for identified new acquisitions and target markets
• Preparation of written investment committee memorandums in relation to proposed transactions
• Assist in investigating markets and comparable properties to prove financial underwriting assumptions
• Assist with monthly reporting on assets under contract and ownership
• Perform financial analysis on assets under ownership and work with Asset Manager in creating property variance budgets
• Maintain databases of real estate market data, operating partners, brokers, lenders and investment opportunities
• Gather and review economic, demographic and real estate market data on numerous US markets; assist in presenting findings to upper management
• Assist in due diligence coordination and review
• Perform detailed financial analysis and economic modeling including structuring cash flow models and calculation of cash-on-cash yields, IRR analysis and discounted cash flow valuations to assess viability and profitability of potential acquisitions, developments, or dispositions
• Perform acquisition due diligence activities including but not limited to: financial analysis, title and zoning review, building evaluation coordination and review, environmental review, lease review and abstraction, and document review
• Perform research, analyze, model, write, and present reports on a number of diverse geographic areas including growth opportunities, industry trends, policy developments and competitor activities
• Participate in projects and assignments related to various departments of the Company, including, but not limited to Leasing, and Asset Services
• Participate in special projects, as assigned
• Bachelor’s degree in Real Estate, Business, Finance, Economics, Accounting or similar field, required
• Excellent computer skills with MS Office Suite
• Exceptional verbal and written communication, interpersonal, and presentation skills
• Working knowledge in ARGUS Valuation - DCF software ideal
• Proficiency in evaluating new business opportunities from both a financial and conceptual level
• Currently enrolled in a Bachelor’s or Master's degree program
• Must be able to work 40 hours a week throughout the course of the 12 week internship
• Work, internship, or other leadership experience in a professional environment
• Computer skills, including Microsoft Office (i.e., Excel, Word)
• Top-tier academic performance at the undergraduate or graduate level
• Open to all Majors but preferred: Business, Computer, Data Engineering, Economics, Finance, Engineering, Mathematics, Machine Learning, Science, Statistics, Symbolic Systems
• Ability to deal with ambiguity
• Exceptional written and verbal communication
• Ability to break down and solve complex problems in a high-energy, fast paced environment
• Good organizational skills, including prioritization and time management
• Ability to think and act both strategically and tactically
• Excel skills

Senior Real Estate Analyst, Investments Resume Examples & Samples

• Extremely detailed oriented, very careful and precise in processing activities
• Strong multi-tasker
• Strong critical reasoning and problem solving skills
• Good communications skills are essential to this position as it liaises directly with property contacts, borrowers and correspondents
• Working knowledge of Argus discounted cash flow modeling software
• Experience in commercial real estate underwriting
• Real estate valuation skills
• Knowledge of and practical experience within Real Estate Investments
• Microsoft Office applications (PowerPoint, Word, etc.)
• Minimum of 3 years with a desire of 5+
• Possesses an understanding of the overall real estate sector and deep analytical insight specifically of the Construction and Engineering industry
• Works in conjunction with Knowledge and Sector leadership to prepare insightful analyses and points of view on trends, as well as the implications of those trends for markets, clients and EY
• Responsibility for the execution of strategic and complex knowledge initiatives based on a detailed understanding of the sectors dynamics and drivers
• Engages with senior RHC stakeholders to provide a big-picture perspective on the issues, challenges and opportunities facing the domain and prepares insightful analysis on the impact of those trends for EY and its clients
• Drives development and co-creation of insights beyond publicly available information including EY’s proprietary knowledge by interacting with the fellow analysts, knowledge managers, account teams, service line colleagues, clients and external networks
• Develops a credible internal brand to become recognized within EY as a construction & engineering subject matter expert within the business
• May participate in client meetings, roundtables and other events, and may speak at conferences on specific sector issues to strengthen EY’s presence and reputation in the market
• Together with the Knowledge Manager, proactively alerts stakeholders regarding changes amongst key clients and competitors, and assesses the impact of those changes on internal strategies and plans
• Builds strong relationships within the Construction & Engineering subsector leadership/priority accounts/solutions/service lines/markets and collaborates with these stakeholders and EYK colleagues to bring research, analysis and insights that support business development activities and service delivery to clients (including for relationship building initiatives and specific engagements)
• Participates in key strategic planning activities and major initiatives, including pursuits
• Drives greater connectivity within the sector and across other parts of EY by using strong relationships to share information and convene groups around a common issue
• Identifies cross-sector Point of View (POV) sharing opportunities and collaborates with other domain teams on issues that cut across EY’s business activities
• Works with the Market Development and Insights leader to drive and deliver competency excellence and application of innovative research and analysis approaches within the domain
• Acts as a role model within EY Knowledge and the sector and positively influences change by: leading by example; championing knowledge-sharing behaviors; connecting people; encouraging enterprise-wide sharing; and appropriately leveraging and reusing existing collateral
• Superior ability to synthesize and analyze information coherently and succinctly. Able to bring together a variety of perspectives and sources across the RHC Sector and Construction & Engineering Subsector to develop a compelling point of view that drives results
• Confident in understanding multiple business drivers and talented at defining the root causes of trends
• Skilled in identifying issues and trends that translate into key market-facing initiatives and opportunities for EY
• Demonstrates ability to use both qualitative and quantitative research and analysis methodologies, including financial analysis skills, to synthesize information, review data inputs and provide analytic insights
• Adept at implementing strategically sound analytical methodologies and skilled in coaching less-experienced team members to improve their skills in research, analysis, data analytics and visualization
• Understands the firm’s go-to-market strategy and service delivery models, how core business services support the service lines, and how knowledge enables exceptional client service and high performing teams
• Understands EY Vision 2020 and Knowledge Transformation, and ensures key knowledge research and insight strategies are aligned to them
• Demonstrated experience working at a senior level in a fast-moving, client-driven environment
• Strong knowledge and demonstrated understanding of the issues, trends and drivers within the specific domain
• Collaborative and able to work well both as part of a team and independently
• Outstanding executive-level presentation skills; demonstrated ability to interface with all levels of domain and EY leadership, as well as clients at a senior level
• Comfortable with big picture thinking
• Succinct and structured oral and written communications skills with proven ability to explain complex concepts in a crisp, clear, concise and graphic-rich style, using appropriate analytics and visualization tools
• Confident to build a network of internal and external contacts to help shape point of view
• Ability to take ownership for delivering customized projects with a high degree of autonomy and manage multiple, highly-complex projects simultaneously
• Demonstrated strong written and oral communication skills to talk about knowledge programs in a clear, compelling manner with a professional/executive presence
• Advanced skills in Word, Excel and PowerPoint
• Leads multidisciplinary teams, often working virtually across service lines and geographies
• Limited direct supervision responsibility but must work with, motivate and cultivate a high-performance teaming environment with analysts in a global, multi-cultural and virtual environment
• 10+ years of experience in strategy, business analysis, industry research, management consulting or business performance, advising organizations in the real estate industry with a focus on construction and engineering
• Underwrite prospective acquisitions using Argus and Excel
• Create and utilize financial models for investment valuation including JV structures
• Model hold/sell/refinance scenarios and assist in presentations
• Research and analyze market data
• Participate in property inspections and market tours
• Prepare investor and co-investor reporting material on a quarterly and annual basis
• Prepare presentations and written investment committee memos
• Perform due diligence to prepare acquisitions for closing
• Analyze lease transactions
• Highly motivated and a self-starter
• Exceptional quantitative modeling and analytical skills
• Superior writing and verbal communication skills/ presentation skills
• Ability to multi-task and work in a dynamic environment
• Proficient with Microsoft Word and Microsoft Excel
• ARGUS experience is highly preferred
• Timely and accurate preparation of preliminary and final investment reports in compliance with company guidelines and investor requirements. The loan submissions will be submitted as electronic submittals for review by the lender
• Analyze property financials including rent rolls and operating statements in order to underwrite loan opportunities and determine debt size based on minimum DSCR, LTV and debt yield requirements
• Compose detailed investment summary describing property fundamentals, market statistics, debt requirements, borrower overview, rent and sale comparables, and tenant and lease summaries
• Physically inspect collateral, take on-site photographs, provide maps and aerials, and gather site, neighborhood and city data to include in loan submission
• Support the closing of loans including engaging third-party professionals (environmental, appraisal, property condition, survey) and reviewing and distributing said reports to lenders, work on title and survey, and assist with legal on final loan commitments
• Effectively and reliably communicate and negotiate with borrowers and lenders in reaching agreements on financing terms
• Participate in industry events and activities
• Bachelor’s degree, required
• Proficient in Microsoft Office and working knowledge of Argus software is a plus
• Knowledge of commercial real estate fundamentals with a minimum of 3 years commercial real estate lending experience
• Strong ability to analyze, negotiate and structure prospective loan requests, and perform the process from submission to loan closing
• Self-motivated individual, that works independently, has a high level of accuracy and attention to detail, with excellent time management and people skills, and ability to meet deadlines
• Bill processing/verification
• Property management oversight/interface
• Site inspections
• Assist the Asset Managers with write-ups and other written communications such as Officer Certificates and other Trust communications including appraisal reduction calculations, final distribution calculations etc
• Operating statement review and analysis as necessary
• Monthly Asset Status Report preparation
• Assist with quarterly AQR reports
• Annual budget review and periodic monitoring for specially serviced assets
• Prepare and monitor REO budgets as required
• Coordinate and review reports to Master Servicer on third party special servicing contracts
• Special Servicing System data input and maintenance including maintenance of the contact database
• Possess college degree or equivalent job related experience
• Possess computer literacy including good working knowledge of Excel, Word, and Access software programs
• Two years’ experience in commercial real estate loan credit analysis, underwriting, closing or loan servicing
• Well-developed written and verbal skills
• Ability to manage and prioritize multiple tasks in a high volume environment
• Knowledge of bank, conventional, agency, and/or commercial mortgage backed securities origination and servicing is recommended
• Analytical skills including financial analysis
• Problem solving skills
• Organizational skills, ability to manage multiple priorities
• Initiative including the ability to complete complex tasks timely and with a minimum of supervision
• Balance Real Estate related accounts and provide support or supporting documents
• Prepare and report on accounting and non-accounting data on a monthly, quarterly and annual basis from the appropriate systems (i.e., SAP, TM1, CoStar, MF Poer, CASS, etc
• Responsible for the accurate and timely review and processing completion of the monthly Rent Batching, monthly non-batched rents, and the weekly one-time rent processing
• Provide accurate and timely recording of account transactions for month-end close process, including preparation and input of journal entries and completion of associated balance sheet reconciliations (as shown in Monthly Close Checklist and Rec Log)
• Research and validate expense variances monthly
• Communicate financial information to appropriate individuals in a timely manner
• Analyze and report on divisional performance, identifying key data trends
• Suggest and implement process improvements to daily accounting functions
• Ability to read, comprehend, and interpret lease legal documents & analyze financial impact
• Understands basic premise of FAS13 & IFRS accounting standards, Rent Straight-Line calculation including associated reporting requirements
• 3-5 years accounting experience required or Real Estate accounting experience required
• Excellent PC skills, including Excel, TM1, Access and Word
• SAP and CoStar (real estate management software) experience a plus
• Fast paced environment dealing with large quantities of data
• Self-motivated and comfortable multi-tasking in a work environment with strict deadlines; adaptable to change
• Excellent Reconciliation and Analytical Skills with strong decision analysis
• Strong Written and Verbal Communication Skills with proven ability to identify and resolve intra-departmental accounting issues
• Proven track record in identifying areas of improvement
• Providing process improvement/streamlining recommendations and implementing same
• Performs site research, demographics, and mapping. Collects, compiles, and researches information on existing locations. Prepares and coordinates Real Estate presentations. Works with RE, Design, and Project Managers on finalizing RESAC packages to present to the RESAC Committee in order to obtain site approval
• Attends and leads key project meetings with RE, Design, and Construction related to the RESAC process, including kick off and roll out meetings
• Performs dilution studies with the Senior RE Analysts to determine the impact of new store openings on nearby existing stores
• Prepares financial proformas and RFPs completely, accurately, and on a timely basis
• Develops relationships with Operations, Legal, and RD. Works with RD Leadership and outside Developers, Brokers, and Retailers/Restaurants to manage relationships and perform portfolio reviews
• Performs special projects as requested. May manage the GIS program (PRESTO) or other department initiatives/programs, including training new REMs, assisting in updates, coordinating Long Range Planning maps, and resolving operational issues
• Bachelor’s degree in Real Estate or business or related field required
• Minimum of one to two years of relevant experience
• Supports Real Estate asset management, underwriting, legal, closing and servicing professionals and borrowers by providing high-quality, value-added and timely legal and business review services that meet or exceed reasonable client expectations and deadlines
• Enter basic property and loan information into PLM - RGA’s commercial mortgage loan servicing system, and set up chart of accounts for fees and deposits
• Reviews and is comfortable interpreting and working with loan documents including note, deed, escrow agreements
• Participates in the annual loan quality ratings and review of all loans in the CML portfolio including tracking, spreading annual financial operating statements, rent rolls for all loans processes, borrower loan requests and tracks progress throughout the process
• Reviews borrower organizational documents and structure along with borrower disclosures
• Determine which principals or entities require credit checks, background searches, and/or OFAC searches
• For loan assumptions, establish and maintain an underwriting checklist for each new loan application to track documents necessary for underwriting
• Prepares detailed business lease reviews, highlighting potential business and legal issues that may affect the ongoing performance of a loan or potential future exposure to the company
• Reviews mortgage loan files, ensuring that the final versions of all legal and business documents are included in the completed file. The files are prepared both electronic and paper-based, and are stored in such a way as to be easy to access and review
• Supports new loan closings from post-closing. Coordinates and works closely with underwriters, borrowers, attorneys, closing and servicing to ensure that new loan setup is complete and necessary information and deliverables are provided on a timely basis
• Performs detailed post-closing review of completed loan documents to ensure accuracy and to identify milestone events which may require tracking
• Approximately 5+ years of experience as a commercial mortgage loan professional/administrator in a CML, accounting, finance, servicing or banking environment Experience in the legal and servicing aspects of commercial mortgage lending
• Experience in commercial loan originations and solid relationships with correspondents
• Demonstrated ability to work independently as well as with others
• Advanced knowledge of legal terminology, concepts, practices, and procedures
• Intermediate investigative, analytical and problem solving skills
• Intermediate people management skills, demonstrating the ability to lead, mentor and develop associates, including the ability to delegate key areas of responsibility
• Ability to be flexible when needed, take initiative, and demonstrate accountability
• Ability to set goals and handle multiple tasks, clients, and projects simultaneously
• Ability to appropriately balance priorities and deadlines with the need to deliver detailed, high-quality and accurate work that is consistent with departmental standards
• Ability to work well within a team environment and participate in department/team projects
• Ability to translate business needs and problems into viable/accepted solutions that add value to clients
• General business knowledge
• Prepare support for the monthly, quarterly and annual financial statements
• Prepare monthly financial statements and operational reporting
• Present quarterly operating results to senior management along with guidance for future quarters
• Prepare/review of annual budgets
• Perform cash projections to effectively manage cash balances and maximize the return of each account
• Participate in underwriting, monthly operations and all related agreements
• Coordinate with external accounting firm in preparation of annual tax returns
• Ensure proper internal controls and compliance
• Ad hoc and special projects as assigned
• Bachelor’s degree and MBA (preferred) in finance, accounting, business management, or economics from four-year college or university, CPA preferred
• 2 – 5 years’ accounting or related experience
• Strong MS Excel experience
• Daily execution and management of enterprise lease audit and cost control programs including lease and real estate analysis and related correspondence, tasks and project reporting
• Correspond with internal and external contacts as part of recurring duties to support service delivery, including information gathering and research, data validation, and project management
• Assist in the preparation of monthly, quarterly and annual client reporting
• Assist in the transition and execution of new projects and/or client campaigns
• Draft, review and handle incoming and outgoing correspondence, documentation and other information as needed
• Support audit staff and project management teams in support of goals and objectives
• Energetic, optimistic, and enthusiastic outlook
• Motivated self-starter with ability to work independently and in a team environment with minimal supervision
• Dynamic entrepreneurial spirit allowing for hard work and the desire to succeed
• Knowledge of commercial real estate, lease contracts, property accounting and finance, building operations, industry conditions and property management practices
• Strong analytical skills, technical and time management skills
• Demonstrate passion for the company mission and ability to extend the company culture to all levels
• Ability to deal with multiple personality types and must demonstrate polished interpersonal skills
• Mastery level of Microsoft Office suite
• Desire to grow within the role and company
• Strong integrity and ethics

Debt-real Estate Analyst Resume Examples & Samples

• Responsible for complex financial modeling of commercial real estate transactions and utilize market and HFF data / comps to correctly underwrite a transaction
• Manage the due diligence process and be the driving force in working through the marketing and closing processes for each transaction, and be in constant communication with the Producer, the market and the Client. Use this information from the marketing process to assist clients in making decisions related to their business plan and capital structure
• Participate in weekly office meetings with Producers to discuss deal flow, deal status, market conditions and review new client leads
• 1-3 years of experience in financial analysis environment; mortgage or commercial real estate industry is preferred,
• Strong research, analytical, and problem solving skills. Ability to analyze qualitative and quantitative information
• Intermediate working knowledge of Outlook, Excel, and Word
• Data base experience a plus
• Perform complex financial analysis including cash flow projections, valuation models, and sensitivity analyses in Excel and Argus
• Undertake comprehensive due diligence responsibilities on new acquisitions, from sourcing through closing
• Identify and analyze development, legal, environmental and zoning regulations related to new projects
• Continually develop, enhance and leverage detailed knowledge of the local economy and real estate markets
• Prepare investment summaries, deal memos, presentations, and other documents
• Create, manage, and update reports, project budgets, schedules, and cash flow projections
• Liaise with brokers, attorneys, lenders, government officials, architects, engineers, and vendors
• Participate in the support of asset management of existing properties including market research, leasing, property sales, budgeting, and administration
• Respond and follow through to requests for information and communicate with all levels of management with minimal supervision
• Work with brokers and appraisers to obtain broker opinion of values and appraisals
• Bachelor’s degree (ideally in finance, business, or equivalent) with a strong record of academic achievement
• 1 to 2 years of previous experience in real estate, private equity, investment banking, consulting, accounting or other financial fields with quantitative background preferred
• Proficiency in Microsoft Office suite with advanced Excel and PowerPoint skills
• Experience in Argus helpful
• Working knowledge of investment real estate is a plus
• Strong research, analytical, and problem-solving skills
• Excellent organizational, interpersonal, quantitative, writing and communication skills
• Ability to develop and sustain cooperative working relationship in a small team environment
• Do not contact the employer directly by email or phone
• Please note this is an entry level position
• Prepare and report on accounting and non-accounting data on a monthly, quarterly and annual basis from the appropriate systems
• Provide accurate and timely recording of account transactions for month-end close process, including preparation and input of journal entries and completion of associated balance sheet reconciliations
• Bachelor's Degree in Accounting, Finance, or Related Field
• Requires conceptual and practical expertise in own discipline and basic knowledge of related disciplines
• Is fully self-sufficient and competent in regards to output quality and quantity
• Requires little or no supervision on a day to day basis
• Understands key business drivers and is aware of the competition and the factors that differentiate them in the market
• Provides informal guidance for colleagues with less experience
• Is accountable for contributing with a competent standard and delivers every time
• Plans and prioritizes work using resources in the best possible way to complete tasks on time and with high quality
• Solves problems using existing solutions; exercises judgment based on the analysis of multiple sources of information
• Is starting to look at 'best practice'
• Provides creative insights and / or solutions to address client / organizational challenges
• Impacts a range of activities within own team and other related teams; works within broad guidelines and policies
• Is able to explain difficult information; works to build consensus
• Generates healthy debate within team, influencing team to look for a 'better approach'
• Shares knowledge and expertise across organizational boundaries and endorses "best practices”
• Applies understanding of how the team relates to other closely related areas to improve efficiency of own team
• Has formal supervisory responsibilities; sets priorities for and coaches employees to meet daily deadlines
• Provides formal guidance, planning and assessment of employees
• Uses judgment to identify and resolve day-to-day technical and operational problems using existing solutions; exercises judgment based on the analysis of multiple sources of information
• Impacts the quality, efficiency and effectiveness of own team and its contribution to the sub-function
• Pacts a range of activities within own team and other related teams; works within broad guidelines and policies
• Uses tact and diplomacy to exchange information and handle sensitive issues Understanding
• Generates healthy debate within team, influencing team to look for a ‘better approach&#8217
• Shares knowledge and expertise across organizational boundaries and endorses "best practices."
• Listens attentively to others and allows them to complete their thoughts, refraining from reaching conclusions or asserting own views until all have been heard
• Uses nonverbal behavior to show receptiveness and attentiveness while listening, demonstrating awareness of spoken and unspoken messages
• Asks clarifying questions on behalf of self and others and ensures everyone has the opportunity to provide input
• Performs complex, detailed tasks and analyses that successfully accomplish objectives, adhering to timelines, and provides status updates work, noting when obstacles may hinder progress
• Follows up and keeps others informed of progress on tasks and project responsibilities to make certain that deadlines are successfully met
• Ensures all work complies within the boundaries of appropriate compliance standards
• Anticipates, identifies and takes action on what needs to be done to accomplish an objective, task or goal
• Volunteers for tasks and accepts ownership for individual performance, results and actions
• Continuously reviews personal and team results against desired standards and takes corrective action to ensure success
• Reviews security processes and systems, advocating for and making corrections where necessary
• Monitors safety conditions within and around the company’s facilities, working to prevent safety problems and anticipate any safety challenges
• Responds quickly and appropriately to safety and security problems to take corrective action and prevent events/situations from occurring in the future
• Communicates personal investment in team goals and team success
• Learns preferences of others within team to drive individual motivation and commitment
• Motivates team by recognizing individual contributions and expressing positive morale and commitment
• Helps others accurately assess their strengths and development areas and create realistic development and career plans
• Creates the time and opportunity to informally develop and mentor others
• Provides instruction and timely, specific feedback to others on performance, tasks and objectives, and developmental needs
• Learns about the organization’s resources and processes for identifying and selecting talent
• Evaluates skills necessary to complete current projects, tasks and assignments and assigns the most qualified talent
• Demonstrates understanding of ongoing and future talent needs and looks for ways to address those needs through effective recruitment and development of talent
• Demonstrates understanding of the business unit/function’s strategic vision and how individual teams work to achieve that vision
• Demonstrates understanding of individual team goals and articulates them clearly to team members
• Carefully tracks the success of individual team members and the overall success of the team
• Displays an interest in the customer by trying to understand their concerns and issues; draws on customer insight to help others with how to best meet current and future customer needs
• Develops positive internal and external customer relationships by consistently and efficiently delivering value
• Shares best practice knowledge with others in work team; identifies ways in which the customer experience could be enhanced
• Maintains a positive attitude about change, continuously seeking information to increase personal and others’ understanding about the change
• Facilitates change by consistently demonstrating new behaviors that support the new direction
• Learns new work requirements and priorities needed to support a change initiative, and helps others to manage through the changes
• Perform financial and valuation analyses of prospective transactions and existing real estate assets
• Develop short-term and long-term strategic business plans and feasibility studies for our internal clients
• Present analyses, business plans and feasibility studies to senior level clients and management
• Provide strategic real estate planning and reporting support as well as tactical real estate services
• Provide key performance indicators relevant to the real estate portfolio on a regular basis
• Provide ad hoc reporting related to strategic directives and assist with managing the real estate database
• Work closely with the lease administration team to ensure that all real property contract information is consistently and accurately documented
• Identify and develop new processes to facilitate an increasing level of efficiency in the reporting to the real estate management team and drive client satisfaction
• Review industry surveys and benchmarks, as well as economic and demographic trends
• Perform in-depth industry and market research
• Participate in review and strategy sessions
• Perform other duties and responsibilities as assigned
• Fundamental real estate concepts related to law, principles and practices
• Interpreting financial data, evaluating and making recommendations to management
• Preparing financial analysis, conducting market research and writing reports
• Experience with real estate databases
• Ability to manipulate large quantities of data into meaningful reporting to aide decision making
• Ensure accurate, timely, legally correct and financially sound documentation
• Attend to detail while maintaining a big picture orientation
• Bachelor's Degree (B.A.) in Business, Economics, Finance or related field and minimum three (3) years related work experience in a corporate real estate/finance department. MBA preferred

Global Real Estate Analyst, Americas South Resume Examples & Samples

• Support development of project design and construction estimates and budgets
• Analysis of market and demographic studies
• Complete analyses and make recommendations on strategic real estate issues that span across functions & the Americas South Region
• Organize team and large group meetings of senior managers to discuss key issues and challenges
• Create presentations and data intensive spreadsheets to manage and report on
• Interact with various functional teams across Americas South to identify opportunities to leverage best practices across the team
• Complete analytics and reporting for daily team duties, as well as ad hoc requests and projects
• Support move management activities including conducting building walkthroughs and development of Move Matrix documentation
• Evaluate and understand business needs in order to best align real estate requirements
• Undergraduate degree in Finance, Accounting, Economics or equivalent experience
• Excellent financial modeling and/or MS Excel-based skills required
• Strength in the full MS Office suite of applications
• Efficient, proactive and responsive team player
• Accountable for actions and behavior
• Proven ability to act in an entrepreneurial environment while managing daily demands
• Ability to identify and participate in projects to improve and close business/process gaps
• Analyze property and business unit performance to ensure financial objectives are met
• Extract and manipulate data from various sources; synthesize into recurring and ad hoc reports
• Develop and maintain financial models
• Update property and inventory databases
• Update market studies of rent levels and demographics; monitor macroeconomic trends
• Prepare executive summaries for senior management
• Research and support land development projects
• Conduct initial analysis and support due diligence on all potential acquisitions
• Assist senior staff with all aspect of acquisitions, refinances and other transactions
• Bachelor's degree in Accounting, Finance, Economics or similar required
• 0-4 years of experience
• Superior analytical skills; quantitative-minded, problem solver
• Strong work ethic, utmost level of integrity, attentiveness to detail and ability to meet deadlines
• High degree of proficiency with Microsoft Office applications including Excel, Word and PowerPoint
• Assist with budgeting, forecasting, cash flow analysis
• Cost analysis
• Bachelor’s degree in Accounting, Finance, or Business
• Over three years of real estate finance experience
• Experience with Argus is a plus
• Advanced Excel skills (pivot tables, v-lookups, etc.)

Debt-associate Real Estate Analyst Resume Examples & Samples

• Must be technically proficient in use of databases and be able to effectively identify what data from this system to will be useful to determine trends and for preparation for pitches and meetings
• Must understand and review real estate documents (leases, loan documents, appraisals, etc.) to determine if any issues exist and determine what could be a concern
• Develop and recommend financing alternatives to present to the Producer
• 5+ years of experience in financial analysis environment; mortgage or commercial real estate industry is preferred,
• Self-motivated, team oriented, and strong time management skills to prioritize deadlines
• Excellent organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including their top level executives
• Strong writing skills with ability to communicate analytical and marketing data effectively
• Ability to be an independent worker with a team player attitude
• Argus experience a plus
• Bachelor's degree in related area (business administration, statistics, property management)
• Four years’ experience in accounting, finance, business administration or equivalent combination of education and experience
• Experience with and knowledge of real property lease interpretation in order to verify compliance with financial terms
• Demonstrated experience in providing work direction to other staff with the ability to delegate, motivate and monitor performance
• Skills in record management (paper-based and electronic)
• Demonstrated working knowledge and experience in real property leasing, commercial property management, real estate terminology, contract writing and interpretation, administrative analysis, and operations research
• Demonstrated knowledge of economic and general accounting principles and practices, and ability to perform basic financial analyses
• Advanced computer skills, including word processing, spreadsheet and database applications for producing complex legal contracts, financial analyses and database development
• Demonstrated analytical ability and skill in problem solving, data gathering, analyzing problems, making recommendations, and implementing solutions
• Demonstrated ability to analyze and interpret written material, financial data, and computer generated information, and prepare concise, professional, well-organized reports, financial analysis and summaries
• Excellent communication and interpersonal skills to effectively present ideas concisely and clearly, in written and oral forms, to a broad variety of university and public professionals, using tact, diplomacy, good judgment and confidentiality
• Excellent organizational skills to prioritize workload and work well independently, including taking initiative, ability to work effectively with frequent interruptions and to develop timetables and strategies to meet multiple and constantly changing deadlines
• Ability to use sound judgment, exercise discretion, and maintain confidentiality
• Experience with and knowledge of financial and budget management principles, general accounting practices, development of budgets, budget reconciliation, and forecasting
• Proven experience with automated financial, payroll, purchasing and other administrative systems
• Knowledge of basic human resources processes and procedures
• Knowledge of University policies and procedures

Private Banking Operations Lending Commercial Real Estate Analyst Wealth Management Operations Resume Examples & Samples

• Excellent communication, organization and interpersonal skills
• Self-motivated and willing to assume responsibility
• Ability to drive franchise enhancing initiatives to completion
• Knowledge of Loan IQ a plus
• Understanding of banking rules and regulations

Equity Real Estate Analyst Resume Examples & Samples

• Update quarterly values using standard cash flow modeling software. Review and abstract information from annual external property appraisals. Populate BlackRock’s proprietary database with valuation metrics
• Prepare quarterly property summaries including updates related to property leasing, operations, capital, and market conditions
• Assist in the review of annual property-level financial budgets and preparation of written business plans
• Interact with third party property managers and/or partners regarding day-to-day leasing and operational issues. Assist with communication to portfolio management, property management, JV partners, and leasing agents
• Complete lease proposal analyses including valuation impacts and tenant credit analyses
• Review financial statements and interface with accounting regarding the review and approval of cash distributions and monthly capital funding requests
• Conduct return on cost analyses for capital projects, including renovation programs
• Track real estate market dynamics relevant to property performance
• Provide occasional support for acquisitions underwriting, due diligence and/or dispositions; as needed
• Participate in special projects, as needed
• Undergraduate degree required. Must have demonstrated interest and/or experience in real estate (which may include real estate coursework or internship)
• Strong quantitative skills, as well as written and verbal communication skills
• Must be inquisitive and detail oriented, with strong organizational skills
• Experience with Argus and Excel preferred
• Strong interpersonal skills, team player
• Basic understanding of all aspects of property investment, development and financing processes, including but not limited to market analysis, financial analysis including property valuation, capital markets, project budgeting and scheduling
• Strong financial analysis and excel modeling skills
• Works independently
• Highly developed interpersonal skills and abilities; demonstrating confidence in building and effectively maintaining positive relationships with clients, partners, developers and co-workers
• Strong computer skills, including Word, Excel or equivalent. Working knowledge of PowerPoint and Argus is preferred
• Participate in the support of asset management of existing properties including investor reporting, market research, leasing, property sales, budgeting, and administration
• Respond and follow through on requests for information and communicate with all levels of management
• 1 to 2 years of previous experience in real estate investment preferred
• Experience in Argus
• Lease Analyst (50%) -- Own the monthly rent roll process by reviewing and processing payment submission by 3rd party lease administrator. Review annual landlord reconciliation statements and calculations. Work with landlord to resolve issues. Research and interpret various contractual provisions to ensure the Company understands its rights under lease agreements. Be the main point of contact for rent and operating cost questions, budget preparation, and variance analysis. Partner with accounting as the Real Estate lead for implementing new lease accounting requirements. Responsible for managing and holding accountable 3rd party vendor
• Real Estate Transactions (30%) --Provide support for global Real Estate transactions (including: purchases, dispositions, leases, and subleases) by assisting in the coordination and collection of various documentation and due diligence materials. Facilitate and track routing and execution of transaction documents. Review and process estoppels, SNDA's, and related agreements. Establish and maintain proper controls to track expirations, renewal options, and other critical dates. Act as a liaison between transactions, legal, finance, risk, title company, and 3rd party lease administrator. Manage select less complex Real Estate transactions from end to end as required
• ICC Compliance, Reporting, & Data Management (15%) -- support the internal controls and accounting reporting processes by leading the quarterly testing/TOC walkthroughs with external auditor and process owner. Maintain tenant improvement log and coordinate with Fixed Assets to ensure timely capitalization. Manage the restoration reserve estimates. Prepare quarterly sales office portfolio reviews, transaction reports, and metric reporting. Overall control of transaction documentation and maintenance of master files
• BCP/EOC & Projects (5%) -- support the Corporate Real Estate BCP by managing quarterly exercises. Serve as EOC alternate, maintain and prepare documents as required. Perform ad-hoc projects as requested
• 3-5 years of relevant work experience, preferably in real estate, finance, accounting or related area
• Solid accounting skills
• Experience in SAP preferred
• Proficient in Microsoft Office, proficient in Lease Harbor is a bonus
• Pro-active and positive service oriented attitude
• A passion for data integrity and accuracy
• Demonstrated understanding of accounting processes, procedures and internal controls, and Real Estate legal documents
• Monitor and analyze conditions in specified commercial and residential real estate markets, utilizing Regions’ internal data and external real estate, economic, and financial data and research
• Maintain the AMR group’s real estate market rating models and produce regular Market Performance Assessment (MPA) reports for the assigned property type(s) in markets of interest
• Monitor and analyze key economic and demographic trends in assigned geographic markets and report on key developments to AMR group manager and end users in real estate line of business
• Contribute, based on the market analysis and assessment performed in this position, to the development of proprietary, forward-looking perspectives on anticipated performance in the assigned property type(s)
• Develop and maintain working relationships to obtain market insight; internally with the real estate line of business and other lending teams across Region’s group of markets, and externally with brokers, appraisers, and research professionals
• Assist the AMR group manager in applying real estate market research to help guide Regions’ benchmark underwriting assumptions for assigned property type(s)
• Contribute to the development of specialized real estate market research pertaining to property type(s) and/or geographic markets of interest in order to increase the realizable value of real estate market resources for CPM and other end users and promote increased real estate line of business
• Perform additional duties and/or project work as assigned
• Undergraduate degree in finance, accounting, economics, or real estate
• Three to five years experience in analysis of residential/commercial real estate markets
• Demonstrated ability to identify key real estate market drivers, assess their impact on a given real estate market, and communicate related analysis and conclusions to AMR group manager and key decision makers
• Demonstrated ability to analyze key economic and demographic trends on the metropolitan area level and assess how movements in these trends will impact the relevant supply/demand drivers for the assigned property type(s)
• Demonstrated strong analytical and decision making skills
• Knowledge of and experience with major real estate data providers, such as Axiometrics, REIS, CoStar, Real Capital Analytics, etc
• Proficient with MS OFFICE suite
• Perform accurate underwriting analysis of the property, as well as thorough review of the sponsor and it’s credit worthiness
• Prepare a submission package to the respective lender
• Perform property inspections
• Review the Application letter, Third Party reports, Commitment letter and assist in the loan closing process
• Interact with the lender representatives regarding the loan transaction terms
• 1 year of work experience in income producing property underwriting
• 2 years of finance experience
• Bachelor’s degree or higher in real estate, finance, economics or other business discipline preferred,
• 2+ years of commercial real estate experience as an analyst, preferably in an investment, asset management, brokerage or investment sales role,
• Experience underwriting and/or scenario running commercial properties,
• STRONG proficiency with Argus software preferred,
• Advanced Excel skills,
• Proven quantitative and organizational skills, with attention to detail,
• Experience with navigating tenant leases,
• Assisting with drafting proposals and detailed investment memorandums
• Full financial modeling and analysis of proposed investment structure
• Performing full due diligence and financial analysis on qualified opportunities
• Investment return and sensitivity analysis
• Identification of risks and mitigating factors
• Manage, communicate, coordinate with third party professionals
• Performing market research for commercial real estate related activities including comparable rents and sales, absorption, growth, market trends and demographics
• Filter and organize information to help maximize efficiencies
• Establish and maintain record keeping and filing systems
• Track local market conditions and market trends
• Benchmark key metrics
• Data aggregation, assimilation and input
• 3+ years of experience in real estate or real estate finance industry REQUIRED
• The ideal candidate will thrive in a highly entrepreneurial and fast moving environment
• Must be a self-starter and has the ability to multitask and manage multiple priorities
• Must have excellent verbal and written communication, analytical, decision-making and follow-up skills
• High level of interest in real estate or real estate finance industry , industry experience a plus
• Highly proficient in MS Office applications (specifically Outlook, Excel and Word)
• Performance Analysis for given portfolio of Real Estate Client Funds for given reporting period
• Involves analyzing client data pertaining to property valuations, tenancy information, accounting information and analyzing market movements
• Products worked would involve the Real Estate Index, Performance Attribution report,
• 0 to 3 years of work experience. Exposure to accounting / financial services operations is preferred

Global Real Estate Analyst, Americas West Resume Examples & Samples

• Business review and financial analysis and valuation of existing and development real estate opportunities
• Actively participate in due diligence of approved deals including lease review and analysis of third party audit, engineering and environmental reports
• Review of property management activities and functions
• Develop strategic and tactical planning documents (including occupancy, vacancy, portfolio summaries; building stack charts, etc.)
• Maintain regional strategy documents for submission to senior management
• Complete analyses and make recommendations on strategic real estate issues that span across functions & Americas West Region
• Assist senior manager on ad hoc analyses and presentations
• Interact with various functional teams across Americas West; identify opportunities to leverage best practices across the team
• Provide support on cross-GRE and firm wide initiatives
• Participate and engage in team/department meetings and events
• Financial services or real estate experience preferred
• Solid analytical and problem solving skills. Ability to interpret and boil down complex business / Real Estate requirements
• Excellent presentation skills as well as verbal and written communication skills
• Strong management and organizational habits
• Ability to manage multiple priorities and time sensitive deliverables
• Manage number of loans in pipeline for each loan team member to ensure appropriate distribution of loan and the loan team's service levels are met
• Manage any “issues” that may arise between team members and/or other depts. in the bank as well as any outside vendors (title companies, appraisers, etc.)
• Responsible for managing the Loan Team schedules to ensure adequate loan production support
• Track & distribute regularly scheduled loan pipeline reports for relationship managers and loan team support members
• Lead regularly scheduled loan team meetings to keep abreast of any issues, relay new industry/bank policy changes, or to assess any training opportunities
• Regularly meet with relationship managers and regional managing director to assess loan team support needs
• Complete and conduct regularly scheduled performance review of loan team support staff
• Participate in the development of department policies and/or procedures and assist with client specific projects as assigned
• Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor
• Other responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
• Able to effectively manage several teams of varying functions to ensure that departmental SLAs are met
• Ability to manage the Team’s pipeline and prioritize loans appropriately to ensure timely closings
• Must be able to successfully prioritize and manage departmental projects
• Ability to effectively manage several functional teams of individuals while successfully managing personal workload
• Proactive individual who flourishes in fast-paced, fluid and strongly team-oriented environment
• Strong organizational, creative and critical thinking skills
• Knowledge of loan origination and related systems
• Strong working knowledge of MS Word / MS Outlook / MS Visio / MS PowerPoint/ MS Excel
• Complete portfolio and individual commercial real estate loan risk analysis. Recommend and support appropriate loan risk grades
• Perform monthly analysis on all commercial real estate originations
• Diagnose and resolve issues on the CREMF New Origination error report
• Reconcile discrepancies between outputs generated from the CREMF originations and the AFS system
• Assess debt service capacity and leverage for FRB’s largest and most complex borrower relationships by conducting global cash flow analyses
• Present verbal and written updates on portfolio performance and criticized loans to the Special Assets Committee, Management and Enterprise Risk Management at least quarterly
• Perform other duties and responsibilities as required or assigned by manager
• Responsibilities include the following: 1) adhering to applicable federal and state laws, regulations, and guidance, including those related to BSA/AML; 2) adhering to Bank policies and procedures; 3) identifying and reporting suspicious activity as appropriate, and 4) completing required training
• 2-5 years of experience in commercial real estate credit analysis
• Develop and maintain cash flow models for potential investments
• Prepare investment memos to be presented to PIMCO investment committees
• Assist with due diligence relating to new investments, including the formulation and review of business plans and coordination of legal, technical and commercial underwriting
• Support financing activities for both new and existing investments, including evaluation of different financing options, legal coordination and negotiation with lenders
• Conduct market research in order to identify new investment opportunities / themes
• Negotiate the lease or purchase of land or buildings to facilitate the client group's head-end and cell site expansion projects, ensuring compliance with company standards/policies
• Negotiate with new and existing landlords and complete the necessary real estate contracts on a timely basis
• Liaise with internal client groups as well as landlords, real estate lawyers, brokers, planners, construction managers, and other real estate professionals and governmental organizations in the negotiation of real estate agreements
• Complete all necessary due diligence required for the acquisition of land or buildings to ensure Rogers' interests are protected, including reviewing environmental site assessment and building inspection reports. Investigate zoning requirements of properties and assist in the preparation of permit applications, site plan applications and other required municipal approvals
• Negotiate with existing landlords to obtain approvals to expand Rogers' leased premises and/or install additional equipment
• Negotiate with other Canadian Carriers (e.g. Bell, TELUS, Freedom Mobile, etc.) to obtain approvals for Rogers to co-locate on towers controlled by other Carriers
• Responsible for composing effective, concise renewal notices; preparing preliminary market analysis to determine fair market value; negotiate business terms for the renewal term, including rent, securing further options, and improving the terms and conditions of the initial agreement; and preparing and executing necessary lease documentation
• Participate in cost control and quality control related to negotiations
• Perform activities related to property administration functions including follow up and coordination of landlord complaints related to property damage, key and access issues, maintenance issues, snow removal and meter installations
• Manage numerous projects at one time
• Resolve issues with landlords
• Update a variety of monthly tracking reports
• College diploma or University degree in the area of land use planning, real estate law, real estate development, or a related field
• Three to four years of experience negotiating real estate contracts
• Fluency in French (Oral and written) is considered an asset
• Strong interpersonal skills and ability to work independently as well as in a team environment
• Customer focused and solution oriented
• Excellent judgment and proven decision-making ability
• Knowledge of the telecommunications industry an asset
• Computer literate with fluency in software applications such as Microsoft Word and Excel
• Prepare debt and/or equity offering memorandums for commercial real estate transactions, including research, financial modeling and composition of executive summaries
• Responsible for complex financial modeling of commercial real estate transactions and utilize market comps to correctly underwrite a transaction
• Begin to build client network within the industry through meetings, events and involvement in real estate trade organizations
• Drive portfolio analytics with the ability to analyze the existing CRE portfolio to better inform senior management as to the credit profile and go-forward credit metrics
• Provide analytical support on a wide variety of assignments including underwriting of potential investments, market research, review of property operating statements, cash flow modeling, property valuation
• Assist in the preparation of investment committee memos, presentations and other documents
• Perform risk management functions on new loan originations by reviewing third party reports (appraisals, environmental and property condition reports) confirming new transactions meet underwritten expectations
• Prepare quarterly valuations on high risk loans including DCF’s of the collateral and financial statement reviews
• Annual valuation of assets in CRE portfolio, including multi-family, office, retail, and industrial properties
• Prepare quarterly updates on equity real estate including project budgets, schedules, and cash flow projections
• Special and ad hoc projects, as assigned
• 1-3 years of related work experience in real estate investments preferred
• Bachelor’s Degree in Finance, Economics or related field
• Intermediate to advanced Excel (including pivot tables, NPV (required) and VBA (preferred, not required), PowerPoint, and Word
• Strong research, analytical and problem-solving skills
• Understanding of discounted cash flow modeling , real estate fundamentals and capital structures
• Argus experience preferred, not required
• Optimistic, energetic with “can do” / resourceful style
• Issues all lease payments
• Reconciles all lease payments resolving all discrepancies with lessor
• Tracks savings and monthly accrual for budget/finance purposes
• Coordinates data for annual corporate insurance renewal process
• Assists with management of lease agreements/contracts for compliance with company policy
• Interacts with lessor parties on resolution to payment disputes and agreement content
• Administers Negotiation efforts
• Collects and maintains real estate leases
• Manages operation of lease database
• Administers database tools and provide training to users as needed
• Understand and Adhere to all Corporate Policies to include but not limited to ACI Code of Ethics and Global Information Security
• Corporate real estate knowledge is a plus
• Financial services or payments industry is an asset

Related Job Titles

Sample cover letter for Full Time position at CBRE

Real estate analyst.

Dear Hiring Manager,

I am a May 2016 graduate of the Pennsylvania State University with a B.S. in Hospitality Management. At Penn State I completed several additional real estate related courses outside of my major requirements to further my knowledge of the industry. In a semester-long independent study, I worked alongside Dr. John O’Neill, MAI to create a trends and forecast report for the 2016 hotel real estate market. I was also chosen to represent the school at the 2016 ALIS and HAMA Conferences. I am looking for a role in the hotel real estate sector, specifically in consulting and valuation.

I am currently serving as the Acquisitions and Development Analyst for New Castle Hotels & Resorts in Shelton, CT while I pursue a permanent position. My current role is an open-ended and paid internship working with the Director of Acquisitions and Development. While at New Castle I perform market research, draft proposals, and generate financial models for the company’s acquisition and development opportunities.

My current on the job training and educational background have given me a depth of experience that I hope will be a great asset to your firm. I am confident in my ability to perform market and financial analyses for hotel investments and am looking forward to learning as much about the industry as possible. I am willing to relocate throughout the United States. Please see attached for a copy of my resume. I look forward to discussing my qualifications in greater detail on the phone or in person.

Thank you in advance for your consideration, I look forward to speaking with you soon.

Chase Garber

Real Time Analyst Cover Letter Examples & Writing Tips

Use these Real Time Analyst cover letter examples and writing tips to help you write a powerful cover letter that will separate you from the competition.

Table Of Contents

• Real Time Analyst Example 1
• Real Time Analyst Example 2
• Real Time Analyst Example 3
• Cover Letter Writing Tips

Real-time analysts monitor and analyze data in real time to help companies make better decisions. They need to be able to work quickly and efficiently to keep up with the ever-changing data landscape.

When you’re applying for a real-time analyst position, your cover letter is a great opportunity to show off your skills and experience.

Check out the examples and tips below to learn how to write a cover letter that will help you land the job.

Real Time Analyst Cover Letter Example 1

I am excited to be applying for the Real Time Analyst position at Topdown Accounting. I believe that my skills and experience make me the perfect candidate for this role.

I have more than five years of experience as a Real Time Analyst. In this role, I have been responsible for compiling and analyzing data in order to provide insights to management. I have a proven track record of being able to quickly identify trends and issues and provide recommendations for corrective action.

I have experience with a variety of software programs, including MS Excel, Access, and SQL. I am also proficient in data visualization tools, such as Tableau. I am confident that I have the skills and experience necessary to be successful in this role.

I am excited to be able to join a team of talented professionals and contribute to the success of Topdown Accounting. I look forward to hearing from you soon with more information about the Real Time Analyst role.

Real Time Analyst Cover Letter Example 2

I am writing to apply for the open Real Time Analyst position that I saw on your website. I am confident that I have the skills and qualifications that you are looking for, and I am eager to put my experience to work for your company.

As a Real Time Analyst with three years of experience, I have a proven track record of success in this field. I have a deep understanding of the data analysis process, and I am able to quickly and accurately identify trends and patterns. I am also an expert at creating reports and presentations that are both clear and concise.

In addition to my skills and experience, I am also a team player who is eager to learn and grow. I am confident that I can be a valuable asset to your team, and I look forward to the opportunity to discuss this position further with you.

Thank you for your time and consideration, and I look forward to hearing from you soon.

Real Time Analyst Cover Letter Example 3

I am writing to express my interest in the Real Time Analyst position that you have posted. I believe that my experience and skills make me a strong candidate for this position.

I have been working as a Real Time Analyst for the past three years at XYZ Corporation. My primary responsibilities include analyzing data, creating reports and providing recommendations to senior management. I also work closely with other departments to ensure that our data is accurate and up-to-date. I have gained extensive experience in using various software programs such as Excel, Access, SQL Server and Tableau.

My greatest strength is my ability to quickly learn new concepts and apply them to real-world situations. I am able to quickly grasp the core concepts of a problem and then develop a solution. This skill has allowed me to quickly become an expert in my field. It has also helped me to gain the trust of my colleagues and superiors.

I would like the opportunity to meet with you in person so that we can discuss how my skills and experience will benefit your organization. I am available at your earliest convenience.

Real Time Analyst Cover Letter Writing Tips

1. show your experience.

When applying for a job as a real-time analyst, you need to show employers how well you communicate with people from all walks of life. You’ll be communicating with clients, opposing counsel, expert witnesses and your team on a regular basis. So it’s important that you show your strong communication skills to the hiring manager in the cover letter.

To do this, talk about how effective you are at verbal and written communication. The more examples of each type of communication (written and verbal) that you can provide in your cover letter the better!

2. Customize your cover letter

Law firms are used to receiving cover letters—so many of them in fact, that they’re often just skimmed over and not given the attention they deserve. To get noticed, you need a killer opening line and customized content outlining why you want to work for their firm.

To write an effective opening line for a law firm cover letter:

• Reach out to people working at the agency through LinkedIn and ask for advice or help in crafting your resume/cover letter.
• Use specific examples from past work experiences that highlight how you can contribute to this particular company’s goals.
• Ask someone who works there what aspect of the job they found most interesting/challenging. Use this information as inspiration when writing about why you want this position.

3. Highlight intellectual curiosity and motivation

Lawyers are always looking for candidates who have a strong track record of success, but they also want to make sure they’re hiring individuals with the drive to keep learning.

To show that you have what it takes to be successful as an attorney, highlight your intellectual curiosity and motivation in your cover letter. For example, explain how you prepared for exams by reading recent case precedent or how you regularly attend networking events hosted at local law firms.

4. Proofread your cover letter

When applying for a position as an attorney, it is crucial to have a strong understanding of grammar and proper sentence structure. In your cover letter, you’ll want to avoid any mistakes in spelling or grammar. Remember that employers will look at your writing style and see if you have the necessary skills needed for the job before inviting you for an interview.

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