Responsible for performing specific and overall support for department. Conducts moderate to complex research and analysis of commercial real estate properties, loans and portfolios.
Scope: Focus on either/or:
- large vertical or specialty group
- business function group within Capital Markets
Generates, reviews and understands reports; uses aggregate data from multiple sources to assist in creating a complete analysis, improvement and/or recommendation.
Prepares presentations and proposals for new business development providing recommendations.
Assists in the coordination and implementation of strategic platform strategies; performs research and analysis to support those strategies.
Supports department in varied areas of analysis including one or all of the following: real estate industry/market, management reporting and variance analyses, budgeting, forecasting and strategic planning.
Provides reports from corporate and vendor databases in support of management and marketing activities of sales professionals.
Reviews internal and external collateral materials, proofreads content, ensures appropriate branding, and approves materials for final distribution.
Identifies opportunities for improvements by and among the clients and/or companies.
Special projects as required.
Other duties as assigned.
No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to coworkers. May coordinate and assign tasks to co-workers within a work unit and/or project.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree from a four-year college or university and a minimum of 2 years related experience. Background in Finance, Accounting, Research and/or Business Analytics preferred.
Knowledge of Capital Markets industry preferred.
Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.
Requires knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and/or commissions. Conducts basic financial analysis.
Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.
Proficient in Microsoft Suite Products including: Word, Excel, Power Point and Outlook.
Experience with desktop, graphics, and presentation software and technology preferred.
Ability to use query and report generating tools preferred.
Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible 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
- Capital Markets
- Financial Analysis
- Alternative Investments
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