Bachelor’s degree in Finance, Real Estate, or a related field
MBA in Real Estate, Finance, Planning, or associated field a plus
7 – 10 years of experience in Real Estate Development, mixed use, residential, commercial of all types
Preferably, 8 - 10 years of Financial Analysis experience with significant exposure to commercial real estate investment, acquisition, and restructure
Demonstrate proficiency with Microsoft Office products
Expert proficiency in Excel highly preferred
Ability to assemble, communicate and present information clearly
Excellent verbal, written and interpersonal communication skills
Must exhibit strong analytical/critical thinking skills, including experience with financial modeling
Strong understanding and experience with and Excel
Solve problems using a detailed and well-ordered approach
Work without direct supervision and independently with broad guidelines
Real estate transactional experience and understanding of third-party finance program options
Ability to assemble, correlate and analyze facts, to creatively conceptualize and implement customized solutions to problems, and to prepare concise summaries
Conducts financial analysis for client's national portfolio, including the creation of detailed pro-forma and financial models. Must be able to understand debt, valuation methodologies, and other real estate finance tools and metrics, including waterfalls for different deal structures.
Develop and lead real estate solution activities encompassing acquisition, restructure, ground leasing, and portfolio and asset problem solving
Conducts ongoing analysis of operations and performance of the existing real estate portfolio, including performance vs. pro-forma
Construct, manipulate, and modify Excel-based models to calculate returns including IRR, NPV, and cash returns
Manages the transaction process, including due diligence, site selection, environmental process, scheduling, deal points, negotiations, and status reports for targeted transactions from acquisition to disposition for a variety of public- private (P3) real estate transactions
Prepares source selection documents, analyses responses, and reports findings
Prepares and reviews a variety of analysis regarding existing real estate portfolio, including but not limited to operating and capital budgets, operating statements, appraisals, market surveys
Creates public-private venture and finance strategies
Conducts analyses to address complex financial issues and determine financial deal viability
Assists with investigating, interpreting, and resolving policy issues
Provides support consistent with all aspects of determining project feasibility
Assists with the design, implementation, expansion, and continuous improvement of portfolio management
Prepares reports, briefings and papers, participate in meetings and provides technology support for databases, and benchmarking future decision making
