The Opportunity

The Financial Analyst, Hotels & Hospitality will assist an Investments Sales team with financial analysis and preparing market data to be utilized in various client-facing documents and presentations. The Financial Analyst, Hotels & Hospitality is instrumental in providing excellent support for our Investment Sales Advisors as they conduct their daily business activities.

  • Assist Investment Sales Advisors in preparation of investment memorandums and valuations for review by senior executives.
  • Assist market research manager in procuring and analyzing market rates and expenses, comparable sales, market trends, etc.
  • Prepare financial modeling inclusive of alternative methods of valuation including DCF, Direct Cap, Comp Sale, and IRR among others.
  • Analyze and summarize various contracts/agreements including ground leases, management contracts, franchise agreements and loan agreements.
  • Assist in financial analysis and projections for acquisition and disposition opportunities so that senior executives can evaluate the financial feasibility and viability of each project.
  • Breakdown and analyze P&L statements and competitive market STR Reports.
  • Utilize and maintain databases which track investment sales activity, construction pipeline, and other relevant real estate metrics.
  • Prepare and actively participate in high-level presentations for internal and external clients.
  • Review industry surveys and benchmarks, economic and demographic trends.
  • Establish strong working relationships with the team to understand and identify their needs for market intelligence.
  • Assist in managing third-party reports to complete all underwriting/due diligence related acquisitions and disposition activities.

What you will need to be successful

  • General understanding of the principles of sales preferred.
  • Position requires a thorough knowledge of the lodging industry and markets, hospitality operations and accounting, and real estate finance and return on investment principles.
  • Experience with data analytics such as demographics, competitors, industry and real estate trends, etc. preferred.
  • Knowledge of real estate value drivers, including capital markets, real estate submarket dynamics and specific lease considerations preferred.
  • Ability to simplify and effectively communicate complex ideas in writing and through data visualization techniques to diverse audiences required.
  • Outstanding attention to detail.
  • Must be proficient in MS Office Suite (Outlook, Word, PowerPoint and Excel).
  • Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) preferred.
  • Ability to prioritize tasks, work on multiple assignments at one time and manage rapidly changing assignments in a team environment.
  • Asset management or investments experience is a plus but not required
  • Bachelor’s degree or equivalent
  • One to three years prior experience  in a similar position.

Berkadia, a joint venture of Berkshire Hathaway and Jefferies Financial Group, is a leader in the commercial real estate industry, offering a robust suite of services to our multifamily and commercial property clients. Powered by deep relationships and industry-changing technology, our people sell, finance, and service commercial real estate, providing support for the entire life cycle of our clients’ assets. Our unique ownership structure allows us to put the client’s interests first and creates a marketplace that delivers a superior experience.

Applicants who require accommodations to participate in the interview process should contact the Talent Acquisition Team to arrange for such accommodations by emailing: Talent.Acquisition@Berkadia.com 

Berkadia does not share salary ranges in its job postings.  Any salary-related information you see posted externally has not been provided or verified by Berkadia and may not be accurate.  

Berkadia is an equal opportunity employer and affords equal opportunity to all applicants and employees for all positions without regard to race, color, religion, gender, national origin, age, disability, veteran status or any other status protected under local, state or federal laws.

By applying to this job opportunity you are acknowledging Berkadia's Privacy Policy. Applicants have rights under Federal Employment Laws. Please click the following links for more information: EEOC, Employee Rights under the FMLA, EPPA.

 

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