Analyst Real Estate Job Description
Analyst real estate
provides valuation services and create appraisal reports for different types of real estate assets like commercial office, retail, multifamily, industrial, hotels and resorts, etc.
Analyst Real Estate Duties & Responsibilities
To write an effective analyst real estate job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst real estate job description templates that you can modify and use.
Sample responsibilities for this position include:
Assist with market research and work heavily in Excel, Argus, and ProCalc
Ensure adherence to established accounting policies and procedures
Record journal entries, recollections and update Excel schedules and reports
Work with Bank’s 3rd party Lease Administration vendor to provide reports and data to Department Manager, Bank Executives Bank Accounting personnel and others as needed
Perform qualitative and quantitative analysis to reveal brick and mortar sales drivers
Supports Loan Mgmt./Asset Mgmt
Prepares discounted cash flow analyses, evaluates major capital expenditures, prospective leases and purchase and sale agreements
Report actual construction expenses by store vs
Fluent in at least 2 European languages (beneficial)
Assist with financial analysis for real estate transactions
Analyst Real Estate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Analyst Real Estate
List any licenses or certifications required by the position: FMV, CFA, CRE, PMP, ESRI, LEED, US, UCC, M&A, USPAP
Education for Analyst Real Estate
Typically a job would require a certain level of education.
Employers hiring for the analyst real estate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Real Estate, Finance, Business, Economics, Business/Administration, Accounting, Education, MBA, Engineering, Management
Skills for Analyst Real Estate
Desired skills for analyst real estate include:
Excel
Word
Argus Enterprise
PowerPoint
Microsoft Excel
Accounting
Finance
Fundamental real estate cash flow and valuation analysis for office
Industrial
Retail and multifamily sectors
Desired experience for analyst real estate includes:
This position requires strong communication and analytical skills along with a strong technical apptitude
Attention to detail and the ability to manage multiple projects at once are necessary
University, college or equivalent work experience
Bachelors or Associate preferred but not required
2+ years of relevant experience in an Accounts Payable capacity
Ability to multitask and take on ad-hoc responsibilities
Analyst Real Estate Examples
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Analyst Real Estate Job Description
Job Description Example
Our company is searching for experienced candidates for the position of analyst real estate. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst real estate
- Provide analytical support with respect to the construction of potential investment portfolios, including creating Excel models to calculate levered and unlevered returns and yields
- Participate and assist in the annual budget and forecasting process
- Prepare monthly journal entries and reconciliations relating to expense and balance sheet accounts
- Support the GBSS business partners with divisional insight into the real estate strategies
- Prepare core Real Estate financial reports, including portfolio financial reviews, store counts, and brand-specific analysis
- Track progress and changes to store-based capital plans, portfolio management directives, and various KPIs based on input from project teams and leadership
- Performs additional duties and/or projects as needed
- Develop actionable insights and quality deliverables in support of key strategic priorities
- Review and report on actual project status compared to plan, including construction timing/expenditures and lease up pace/rates
- Manage project files for the team including designs, vendor contracts
Qualifications for analyst real estate
- Working closely with senior bankers on transaction execution
- Creating marketing and transaction execution documents
- Preparation and review of financial analysis and models
- Building and developing industry knowledge and capabilities
- Development and management of client relationships
- Leading training and mentoring of junior analysts
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Analyst Real Estate Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of analyst real estate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst real estate
- Provide support to finance and accounting as required
- Prepare and report on accounting and non-accounting data on a monthly, quarterly and annual basis from the appropriate systems (i.e., SAP, TM1, CoStar, MF Poer, CASS
- Arrange rent payments and rent receipts with accounting
- Coordinate with outside contractor and internal departments to correct and/or update system information, enhancements, troubleshooting
- Utilize financial theory to develop and maintain financial information
- Coordinate property and department level budgeting quarterly budget forecasting
- Collaborate with management to understand budget variances quarterly
- Use creative measures to identify and risks and opportunities for the client's portfolio
- Ensure compliance with contract terms (i.e., reporting, client meetings, contract renewals)
- Other duties as assigned – deal status reports, capital calls, allocation tracking
Qualifications for analyst real estate
- Computer skills in Excel and statistical software packages
- Intermediate Excel knowledge, including ability to summarize data via formulas, lookups, Pivot Tables, conditional formatting
- Excellent Excel skills and communication skills
- 2+ years relevant experience (accounting, audit, lease audit, real estate)
- Master’s degree is a strong asset
- Advanced level of Excel and MS Office
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Analyst Real Estate Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of analyst real estate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for analyst real estate
- Prepare and review monthly and quarterly lease transaction schedules with Accounting
- With the Asset Manager, develop and implement financial budgets and business plans with the objective of driving project performance and effectiveness
- Analyze and summarize leases, contracts, terms sheets, and other agreements necessary in real estate transactions
- Interact with property manager, consultants or brokers, to gather and assumptions
- Review budgets, leasing, capital improvements programs for each asset
- Communicate internally significant asset events and recommend solutions
- Monitor loan covenants and, if appropriate, refinance existing loans
- Assist with the management and sale of REO (Real Estate Owned) properties, including supervising property managers and listing agents, and handling escrow of real estate sale transactions
- Process accounts payable for the Bank’s Real Estate Owned portfolio
- Consolidate weekly report updates on REO status
Qualifications for analyst real estate
- Proficient in Excel and Argus
- Proficiency with Microsoft Office Suite, with emphasis on Excel, and general understanding of Adobe products (Illustrator and InDesign experience preferred)
- Exceptional organizational, analytical, and communication skills (verbal & written)
- Strong understanding of business process in disciplines would be an advantage
- Three (3) years experience in real estate industry analysis/research, underwriting or equivalent
- Bachelor's degree in Architecture or from an accredited college or university
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Analyst Real Estate Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of analyst real estate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst real estate
- Coordinate the successful completion of the annual loan valuation process by coordinating information among borrowers, mortgage bankers, origination, senior management and accounting
- Input of monthly property operating statements to accounting software, including general ledger maintenance, as needed
- Coding of legal, accounting and other ownership level expenses
- Perform property level Due Diligence and market studies
- Provide strategic real estate planning and reporting support tactical real estate services
- Manages the process of Letters of Intent and Lease documents to Landlords to track changes and meet project time lines to sign
- Oversees existing leases for Option Renewals Dates to exercise approved Lease Option periods
- Prepares documents for Pre-Real Estate and Executive Real Estate Meetings
- Develops all new site tour packages
- Reviews, updates, modifies, and distributes all real estate reports
Qualifications for analyst real estate
- At least two years experience in commercial real estate valuation and financial analysis
- Write/contribute sections of investment memoranda
- Participate in real estate Investment portfolio management activities including monitoring and evaluation of the investment portfolio performance, including participating in third party meetings with co-owners, investment managers and professional advisors
- Other relevant duties and projects as assigned
- Undergraduate business, finance or economics degree – B.A, B.S
- Strong interpersonal and communication (written verbal)
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Analyst Real Estate Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of analyst real estate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst real estate
- Follow-up with borrowers and make recommendations as necessary for any changes to risk ratings or watch list designations
- Manage the team’s comprehensive portfolio reporting, ranging from tracking new business and pricing trends to monitoring portfolio risk-based capital
- Drive the annual loan valuation process for the portfolio, analyzing property level net cash flow, rent roll and market trend information
- Work with the origination team on new loan underwritings, as needed
- Responsible for managing data flow between real estate systems
- Audit systems to ensure consistency and accuracy of data
- Ensure APIs and pre-existing data from alternative system aligns across disciplines
- Manager system vendors to ensure the real estate team receives top quality customer service
- Identify issues and opportunities to improve business process
- Trouble-shoot system outages
Qualifications for analyst real estate
- Bachelor's degree or equivalent 3-5 years in Commercial Real Estate administration or real estate paralegal
- One to three years of work experience in finance or investment
- Highly developed interpersonal skills and abilities
- Working knowledge of PowerPoint and Argus is preferred
- Detailed understanding of fund waterfall mechanics including GP Promote, GP catch-up, hurdle rates
- Knowledge of analytical and marketing tools (Rockport, CoStar, REIS, Argus )