Senior Financial Analyst - Affordable Housing

Are you looking for an opportunity to work on a highly collaborative team where partnership drives performance?

Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledge, and seamless integration with our mortgage banking and servicing platforms to ensure your success. Advance your career in a culture committed to personal and professional growth. Be Backed by the Best. Be Berkadia.

The Senior Financial Analyst is an expert on market elements that impact Affordable Multifamily Commercial Real Estate and performs in-depth financial analysis to evaluate Affordable Multifamily Commercial Real Estate assets. The Senior Financial Analyst will help the Investment Sales Advisors with financial analysis, research, and the preparation of market data to be utilized in client-facing documents and presentations.  This position is best suited for candidates with long-term aspirations to grow with Berkadia and are results-driven, passionate about perfection, interested in Affordable Housing, and excited about getting involved in a rapidly growing company.  The role will have a strong focus on quantitative analysis and financial modeling matched with qualitative analysis and practical business application. 

• Own the process to breakdown and analyze P&L statements and rent rolls to provide strategic insights and recommendations.
• Analyze and interpret complex Regulatory Agreements
• Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
• Lead in creating the presentation of complex financial analyses providing strategic advice and actionable insights to clients.
• Will occasionally present and support analyses to clients.
• Review industry surveys and benchmarks, economic and demographic trends to identify opportunities and risks for clients.
• Active research, writing, and proofing of market intelligence for marketing materials.
• Prepare and present the results of the analysis, including graphics and charts, in a clear and concise manner.
• Exhibit strong leadership in prioritizing tasks, managing multiple assignments, and adapting to rapidly changing priorities in a team environment.
• Utilize market intelligence to craft the story for the deal.
• Other duties as assigned.

• Must have direct LIHTC (Low Income Housing Tax Credit) experience.
• Strategic thinker with ability to look at situations from differing points of view; able to challenge decisions as appropriate; persuasive with details and facts.
• Comfortable taking charge and dealing with ambiguity to achieve successful outcomes.
• Excellent interpersonal skills with strong internal and external customer service skills.
• Must be organized, resourceful, flexible, task-oriented/driven to closure and can thrive under pressure.
• Ability to analyze and interpret complex Regulatory Agreements
• Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
• Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
• Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders.
• Strong work ethic with the ability to work independently and deliver results with minimal supervision.
• Ability to work effectively both as an individual and as part of a team are a must.
• Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences.
• Must be proficient in MS Office Suite (Outlook, Word, PowerPoint)
• Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.

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