Financial Analyst, Asset Management

Company: Broad Street Realty
Location: Bethesda
Posted on: March 26, 2020

Job Description:

The Financial Analyst supports multiple functions, including asset management, corporate finance, and acquisitions, and works closely with senior-level executives.--The primary responsibility of the Financial Analyst will be the management of the company's current portfolio of real estate assets.--In addition, the Financial Analyst will be expected to assist in corporate finance needs of the Chief Financial Officer, as well as sourcing and underwriting prospective acquisitions - including pro forma analysis, market analysis, and detailed due diligence of property financials, leases, plans, engineering and environmental reports, and other key data points. --Essential Duties and Responsibilities: Assists Asset Managers in the execution of the property-level business plans for Broad Street's portfolioFinancial pro forma cash flow modeling of existing individual assets in both Excel and ARGUSWorking with property management and accounting to integrate actual property operations with model forecastsBuilding and maintaining the cash flow model for the public company portfolioAssisting CFO with SEC filing requirements for financial performance measurement, lender requirements and Key Performance Indicator calculationsFinancial projections for new and refinancing requirementsAdditional Acquisitions Responsibilities (as needed):Financial pro forma modeling of prospective investments including cash flow and waterfall projectionsConduct property-level due diligence including detailed review of historical financial statements, leases, rent rolls, loan agreements, thirty-party reports, and building plans.Assist with the assemblage of investment memoranda to the firm's investment committee and investor base.Conduct market research on target markets and trends and headwinds in the industry Skills and Experience:A minimum of 2 years' experienceUnderstanding of financial terms and principles necessary in real estate underwriting, including Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, etc.--Ability to comprehend, analyze and interpret various types of real estate documents, including leases, contracts and financial statements.--Excellent computer skills, particularly in Excel - pivot tables, macros, if-statements, and advanced formatting a must. --Essential Qualities:Strong analytical skills, financial/math skills and a keen sense of numbersClose attention to detail and strong organizational skills; ability to multi-task in order to meet deadlines.--Exceptional time management skills and the ability to prioritize competing demandsExcellent communication skills, both verbal and written. Excellent interpersonal and customer service skillsHigh level of integrity and ethicsEncourages and practices critical thinkingIs self-reflective and empathicRecognizes the influence of workplace relationships on outcomes and resultsMaintains a respectful and accepting approach to othersAwareness of the influence of the larger context on individual behaviorCollaboratively and creatively supports the work efforts of colleagues at all levels and in all areas of the company--Education:Bachelor's degree (BA/BS) from a four-year college or university required. While a major in finance or accounting is not required, demonstrated quantitative skills is a must.Broad Street Realty is proud to be an Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individual with DisabilitiesNO CALLS. NO THIRD PARTY RECRUITERS.

Keywords: Broad Street Realty, Bethesda , Financial Analyst, Asset Management, Accounting, Auditing , Bethesda, Maryland