Senior Financial Analyst

Description

 OVERVIEW

The SRS National Net Lease Group (NNLG) & Investment Properties Group (IPG) is seeking a senior financial analyst in Newport Beach, CA. This position will play an integral role in assignments ranging from one-off asset sales to the sale of diversified portfolios, as well as assisting clients make informed decisions for their real estate needs. This is an asset valuation and market research-based role.

The chosen candidate will have a strong foundational knowledge of financial/valuation concepts, demonstrate a passion for real estate, work well in a dynamic team environment, and demonstrate a strong work ethic. 

NNLG & IPG provide sophisticated financial underwriting and analytical services for the clients of the nation's largest retail real estate dedicated commercial real estate services company. This is a unique opportunity for the right individual to be a part of and learn from one of the fastest growing investment sales groups in the industry.

PRINCIPAL RESPONSIBILITIES: Duties may include, but are not limited to:

• Underwrite real estate assets for sale using Excel and Argus
• Analyze income statements, balance sheets, to determine pro forma cash flow projections
• Research market comparables and conditions in supporting financial underwriting assumptions
• Compile and present analyses to the brokerage team and clients while effectively addressing questions
• Identify critical property level financial issues, draw objective conclusions, and present solutions
• Develop disposition strategies in conjunction with other senior team members, brokers, and clients
• Perform ad hoc analyses including comparative lease analysis, lease  restructure analysis, NPV, discounted cash flow, proforma development, and merger & acquisition analysis
• Communicate directly with capital market professionals, leasing brokers, property managers and clients
• Coordinate the collection of due diligence items and assist with the transaction process

Requirements

 QUALIFICATIONS:

• A strong work ethic with the strength to thrive in a dynamic work environment with multiple tasks and deadlines
• A sense of personal accountability, attention to detail, organizational skills, ability to manage multiple assignments with      changing priorities in a challenging, fast-paced, environment
• Clear understanding of financial concepts (i.e., Discounted Cash Flow, IRR, NPV, Depreciation/Cost Segregation, etc.)
• Ability to review, abstract, analyze, and comprehend source documents including leases, operating statements, budgets, Easement Agreements, and other real estate documents
• Solid quantitative and analytical skills in combination with outstanding communication skills – ability to effectively communicate and articulate thoughts in writing and conversation
• Self-starter with sharp focus on details and an awareness of the bigger picture
• Strong quantitative, financial analysis, and modeling experience using Excel and Argus
• Bachelor's degree in finance or related field with high academic  achievement is strongly preferred
• Experience with complex financing structures and Argus 
• 3+ year(s) of related underwriting experience in commercial real estate

WHAT WE BELIEVE

We succeed when our clients succeed. Our success is measured in the achievement of our clients’ objectives, satisfaction, and trust. 

• Integrity – We will not compromise our individual or corporate integrity for any reason
• Respect – We celebrate the intrinsic value of each person and embrace diverse perspectives
• Teamwork – Collective efforts provide extraordinary results
• Balance – A consistently productive team balances family, faith, community, and self
• Leadership – Continued success relies on our ability to attract and motivate leaders of character

***We do not use 3rd party recruiting agencies***