Financial Analyst • Mid-Level

Who you are

You have a strong analytical background with experience in financial modeling and real estate analysis — your ability to break down complex financial statements and rent rolls sets you apart. You possess excellent writing skills, allowing you to create clear and compelling offering memorandums that communicate value to investors. Your attention to detail ensures that all analyses are accurate and insightful, making you a trusted partner in the investment sales process.

You thrive in collaborative environments where teamwork drives success — your interpersonal skills enable you to work effectively with a diverse group of professionals, from sales teams to clients. You are comfortable presenting your analyses and findings, demonstrating your ability to communicate complex information in an understandable way. Your graphic design skills are a plus, as they help you create visually appealing presentations that enhance your reports.

What you'll do

As a Financial Analyst at Berkadia, you will develop and maintain sophisticated financial underwriting models for commercial real estate transactions — your work will directly impact investment decisions and sales strategies. You will analyze P&L statements and rent rolls, providing insights that guide the sales team in their efforts to market properties effectively. Your role will also involve utilizing and maintaining databases that track investment sales activity and construction pipelines, ensuring that the team has access to the most relevant data.

You will conduct rent surveys and respond to investor inquiries, showcasing your expertise in the multifamily investment sector. Occasionally, you may present your analyses to clients, reinforcing your role as a key contributor to the investment sales process. Your ability to review industry surveys and benchmarks will help the team stay informed about economic and demographic trends that affect the real estate market.

What we offer

Berkadia offers a supportive culture committed to personal and professional growth — you will have opportunities to advance your career while working alongside experienced professionals in the real estate industry. The San Francisco office provides a dynamic environment where collaboration and innovation are encouraged. You will be backed by a team that values your contributions and supports your development as a Financial Analyst.