Senior Financial Analyst, Investment Sales (Al)

Hendricks Berkadia Birmingham , AL 35202

Posted 2 months ago

At Berkadia we are redefining the industry with long-term investments in people and technology that deliver actionable insights and create the best customer experience. From acquisition to disposition, we service all commercial property types including multifamily, retail, office, industrial, affordable housing, seniors housing, hotels, student housing, and manufactured housing.

The Senior Financial Analyst will be an expert on market elements that impact Commercial Real Estate and will become a multifamily expert performing in-depth financial analysis to evaluate Multifamily assets. This person will provide the Alabama Investments Sales team with financial analysis and market data for multifamily properties to be utilized in various client-facing documents and presentations.


  • In-depth analysis of P&L statements and rent rolls for multifamily communities and the ability to spot trends, irregularities and opportunities to increase the NOI.

  • Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant metrics;

  • Review industry surveys and benchmarks, economic and demographic trends;

  • Take the lead role in the research, writing, and proofing of market intelligence for marketing materials;

  • Take the lead role in preparing and presenting the results of the analysis to the IS Team, including graphics and charts, in a clear and concise manner;

  • Establish strong working relationships with the team in order to understand and identify their needs for market intelligence.

  • In-office and field research involved; occasional day trip or overnight trip required

  • May occasionally present and support analyses to clients;

  • Become an expert at the art & science of obtaining accurate and highly detailed rent comp information (primarily through calls to the properties)

Skills and Compliance

  • Passionate about financial analysis proactive thinker

  • Ability to translate analysis into actionable insights

  • Resourceful, creative and curious

  • Process oriented - systems developer/follower

  • Good verbal and written communication skills

  • Positive influence on those around you

  • Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.;

  • Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences;

  • Expert-level analytical and financial modeling skills;

  • Expert-level MS Excel skills;

  • Must be very proficient in MS Office Suite (Outlook, Word, and PowerPoint);

  • Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) preferred;

  • Commitment to obtaining outstanding results;

  • Ability to prioritize tasks, work on multiple assignments and manage rapidly changing assignments in a team environment.

  • Inviting of technological advances and change'


  • Bachelor's degree required; Business-related, Real Estate or Finance field of study preferred;
  • Minimum of (three) 3 years of professional experience, including internships;
  • Specific experience as an analyst researching market trends and local industries in the Real Estate industry preferred.

Employee Benefits

  • 18 PTO days + 2 floating holidays & 10 paid holidays per year

  • Generous tuition reimbursement towards a Masters or Bachelors degree

  • 401K match up to 6%

  • 12 weeks of 100% paid paternity/maternity leave

  • Mentorship with industry professionals

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Senior Financial Analyst, Investment Sales (Al)

Hendricks Berkadia