Sr. Associate

POSITION SUMMARY

The Sr. Associate position is a critical leadership role tasked with overseeing the day-to-day workflow and analytical functions of the team, as well as directly leading underwriting/valuation advisory efforts and supporting senior brokers on complex/high-profile assets. 

ACCOUNTABILITIES

Responsibilities may include the following:

• Directing, overseeing, and reviewing financial analysts’ analytical work product as well as writing and production of institutional quality offering materials
• Delegate assignments (or assigning workflow) to the team’s 4 financial analysts
• Train financial analysts in a variety of financial/underwriting topics central to team functions
• Run weekly team meetings
• Participate in client presentations
• Prepare discounted cash flow analyses for various income producing properties using Argus Enterprise software and Excel valuation models
• Create ad hoc financial models in Excel for various analyses
• Review and summarize tenant leases and articulate issues/concerns in a clear and effective manner
• Convey all particulars of a transaction (financial projections, market and location issues and tenant analysis, etc.) in formal written format, for marketing materials presented to clients
• Assist in the preparation/review of final marketing materials and underwriting for sales transactions
• Articulate findings (both pros and cons) of a transaction to team members in a professional, thorough manner
• Assist in collecting and evaluating required due diligence materials for sales transactions; make necessary inquiries to clients to ensure that required information is provided in a timely and effective manner
• Assist in conducting site inspections and property tours

MINIMUM REQUIREMENTS

• Bachelor’s degree; Real Estate, Business or Finance preferred
• 5+ years of real estate experience; prior Investment Sales/Acquisitions/Asset Management experience preferred
• Prior experience overseeing junior team members preferred
• Knowledge of local commercial real estate markets preferred
• Advanced knowledge of Microsoft Office Suite and Argus Enterprise preferred
• Strong math and advanced research skills
• Exceptional analytical skills
• Strong organizational skills with the ability to prioritize and manage multiple projects in a timely and thorough manner
• Excellent oral and written communication skills