Job Purpose:

The Commercial Real Estate Financial Analyst provides critical financial analysis and modeling to support the Origination team in evaluating and executing prospective loan ventures, helping drive informed investment decisions.

 Primary Accountabilities:

• Conducts thorough due diligence on prospective loan ventures by gathering relevant documentation from various sources.
• Drafts proposals and detailed investment memorandums in collaboration with the Origination team.
• Develops comprehensive financial models to evaluate investment structures and provide data-driven insights.
• Performs in-depth market research on due diligence and financial analysis on qualified opportunities.
• Identifies risks and mitigating factors.
• Manages, communicates and coordinates with third party professionals.
• Performs market research for commercial real estate trends, including comparable rents, sales, absorption, and growth metrics, to support investment decisions.
• Filters and organizes information to help maximize efficiencies.
• Assesses and communicates risks, recommending mitigation strategies for prospective investments.
• Coordinates with third-party professionals such as appraisers, legal teams, and consultants to ensure smooth transactions.
• Analyzes financial models from prospective borrowers.
• Creates financial models for new business opportunities.
• Monitors ongoing loans, providing ongoing financial analysis and pro forma updates for key stakeholders.

Qualifications and Experience:

• Bachelor’s degree in real estate, finance, business, economics, or accounting
• 1 - 4 years of relevant experience in real estate, banking, finance, or accounting, with a focus on real estate investment analysis.

Core Competencies (Knowledge, Skills & Abilities): 

• Excellent organizational skills, with the ability to manage multiple projects and prioritize a high volume of tasks in a fast-paced environment.
• Excellent written and verbal communication skills, with the ability to convey complex information clearly and effectively.
• Outstanding interpersonal skills, with a client-centric mindset focused on building and maintaining strong relationships.
• High level of attention to detail and accuracy, with a results-driven work ethic and the ability to meet deadlines under pressure.
• Advanced analytical and problem-solving abilities, including the capacity to identify and mitigate risks. 
• Self motivated with the ability to work independently, while also thriving in a collaborative team environment.
• Proficiency in Microsoft Office suite, particularly in Excel and Word; experience with financial modeling software (e.g. Argus) is a plus
• Solid understanding of real estate markets, investment structures, and financial analysis principles.

​Competitive compensation package on offer. 

Direct Applicants Only: We kindly request that external recruiters or agencies refrain from reaching out regarding this position. Trez does not accept unsolicited resumes from agencies, and any agency fees related to unsolicited submissions will not be considered or paid.