Senior Financial Analyst
Listed on 2026-10-15
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Finance & Banking
Financial Analyst -
Real Estate/Property
Financial Analyst, Commercial Real Estate
The CBRE Senior Financial Analyst position is responsible for interaction within our internal organization, borrowers, clients, contractors, attorneys, title companies, architects, brokers, appraisers, and other deal related parties. The position requires the ability to independently perform: preparation of formal written presentations analyzing a wide spectrum of issues relating to both loan and property-level requests, delivery of the highest level of customer service to both internal and external clients, prepare detailed financial analysis, modeling and commercial mortgage underwriting duties, abstracting of loan and transactional documents, property inspections, and other functions including;
market / sub-market research and presentation and creation of written presentations.
Assists Portfolio Managers by performing tasksinvolved in monitoring the performance and progress under business plansrelated to a defined portfolio of assigned commercial real estate loans andjoint venture investments.
Mentors, trains, and may manage analysts.
Provides excellent customer service and problem resolution for clients, borrowers, and internal / external customers.
Reviews and interprets loan documents, joint venture and other deal documents and monitors compliance in accordance with thosedocuments.
Analyses propertylevel financial statements including operating statements, balance sheets andrent rolls.
Conducts research and financial analysis of commercial real estate properties, loans and portfolios.
Assists with data compilation for client decisions and makes presentations based on analysis that will be used for investment decisions.
Buildsand maintains complex financial models to track the performance of transactions from inception through deal exit, that require advanced excel skills and asolid understanding of time value of money principals.
Builds and maintains financial models to trackcontracts and cash flows from the sellout of condominium projects or othersellout type projects.
Builds and maintains complex financial models totrack capital inflows and outflows related to ground up and major renovationcommercial real estate deals with multiple capital partners.
Reconciles and reviews loan draws for funding of construction, leasing and capital costs.
Identifies project risk, develops risk mitigation strategies and/ or contingency plans,and implements action plans to reduce or eliminate project risks.
Performs valuations of properties in excel and/ or Argus.
Conducts property inspections in coordination with client and/or 3rd party inspector as needed.
Reviews budgets annually and monitors operating statements on a periodic basis, spreading both to industry standards upon receipt and benchmarking to the underwriting projections.
Performs other duties and special projects as assigned.
May be responsible for training, mentoring or managing Portfolio Analysts or Associates.
QUALIFICATIONSTo perform this job successfully,an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The requirements listed below are representative of the knowledge, skill, and/or abilities requisite to this position:
Exceptional professional writing and verbal communication skills are essential.
General underwriting capabilities and an understanding of commercial and construction real estate asset types.
Experience tracking construction projects for capital providers a plus.
Ability to work in a fast-paced environment andsimultaneously manage and effectively prioritize numerous complex transactions and issues.
Detail oriented and dedicated to accuracy.
Extensive MS Excel experience building models,both for tracking performance and forecasting cash flows.
Complete understanding of time value of moneyconcepts a must.
Excellent organizational skills.
Strong problem resolution skills.
Great attention to detail, analytical mindset and ability to work independently as well as in ateam environment.
Previous work experience in commercial real estate with focus on cash flow modeling,construction loan administration, valuation and / or loan servicing.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Master’s Degree in Business orReal estate, Bachelor’s degree from a four-year college or…
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