CBRE Financial Analyst in Seattle, Washington

JOB SUMMARY

CBRE Affordable Housing Group is seeking an Associate Financial Analyst who is detail-oriented, self-motivated, has a high-level analytical aptitude and is ready to join our Seattle-based real estate services team. CBRE Affordable Housing Group is the pioneer and national market leader in providing transaction brokerage and advisory services for Section 42 Low Income Housing Tax Credit (LIHTC) and Section 8 multifamily properties throughout the United States.

The Associate Financial Analyst will drive all aspects of LIHTC property valuations and investment analysis. Responsibilities will include preparing financial models, research and analysis to establish supportable underwriting assumptions, presenting optimal valuation strategies and pricing recommendations to the Advisory Team, and administrative and organizational aspects of workflow. Opportunity offers a well-defined career path and rapid advancement for top performers.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Prepare financial models for investment analysis using Microsoft Excel

  • Abstract property financial information and other due diligence including promissory notes and regulatory agreements

  • Conduct market research on demographic and economic trends

  • Complete and review rent and sale comparability studies

  • Establish supportable underwriting assumptions and cash flow projections for investment sale opportunities using market research and analysis

  • Present valuation strategies and pricing recommendations to Advisory Team

  • Manage assigned valuation pipeline

  • Complete special projects as assigned to create process improvements and to advance the industry knowledge of the team

REQUIREMENTS AND QUALIFICATIONS

  • Knowledge of financial, economic, and accounting concepts including risk and pricing strategy

  • Microsoft Excel – intermediate to advanced proficiency

  • Outstanding attention to detail

  • Critical thinking

  • Strong written and verbal communication skills

  • Project management and the ability to multi-task in a high-speed environment

  • Self-motivated

  • Works well on a team

  • Strong work ethic

EDUCATION AND EXPERIENCE

Bachelor's degree (BA/BS) from a four-year college or university in finance, accounting, mathematics, economics, real estate, or a related field

Prior real estate or investment analysis experience preferred

CERTIFICATES and/or LICENSES

None.

COMMUICATION SKILLS

Strong written and verbal communication skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information to supervisors and finance management.

FINANCIAL KNOWLEDGE

Requires knowledge of basic financial terms, concepts and accounting principles.

REASONING ABILITY

Ability to comprehend, analyze, and interpret financial information and the ability to accurately explain/report activity in verbal and written communications. Requires intermediate analytical skills.

OTHER SKILLS and/or ABILITIES

Computer skills, including specific knowledge of Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, etc.). Strong work ethic and adaptable.

SCOPE OF RESPONSIBILITY

Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsibly for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers and supervisor.

Equal Opportunity and Affirmative Action Employer Women/Minorities/Persons with Disabilities/US Veterans