Financial Planning Administrator managing specialised administration support/services and client relationships at Progeny. Ideal for someone with 2+ years in financial services, offering growth opportunities.
About the role
- Senior Analyst in Equity and Structured Finance at Walker & Dunlop enhancing investment strategies and supporting financial transactions of commercial real estate.
Responsibilities
- Collaborate with the Equity and Structured Finance team to draft pitch materials and offering memoranda for project and portfolio level equity raises and recapitalizations.
- Support in ensuring included research, financial modeling and transaction narratives are accurate.
- Draft financial models for transactions, including outputs such as property level cash flows, draw schedules, investor waterfalls, and return sensitivity tables.
- Utilize market information, appraisals, and other data to support quick and accurately underwriting.
- Review relevant documentation, including leases, joint ventures agreements, loan documents, and appraisals to quickly identify information relevant to transaction success.
- Utilize Salesforce, excel and other platforms to track and maintain a database of investor mandates, transaction comps, and market trends.
- Aggregate and analyze market and investor data to help identify new prospects and optimize strategies.
- Participate in weekly pipeline meetings to discuss deal flow, deal status, market conditions and review new client leads.
- Support investor communication and inquiries by responding to requests for information timely and with accurate information.
Requirements
- Bachelor’s Degree in Finance, Accounting, Economics, Real Estate or related discipline, required.
- 3+ years of experience in Real Estate, Finance, Banking or related field preferred
- Multifamily, industrial, office, retail, and hospitality underwriting experience a plus
- Excellent financial modeling skills including thorough knowledge of Excel, and ARGUS a plus.
- Proficiency in MS Outlook, Word, PowerPoint, and Excel.
- Self-motivated, team oriented, and strong time management and organizational skills to prioritize tight deadlines.
- Strong research, analytical, and problem-solving skills.
- Ability to analyze qualitative and quantitative information.
- Ability to be proactive, anticipate demands, and accomplish tasks.
- Ability to maintain confidentiality and handle sensitive materials with discretion.
- Exceptional organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including top-level executives.
- Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
- Ability to accurately and productively handle multiple tasks during time sensitive situations.
- Ability to problem-solve and exercise independent judgement while displaying a high degree of initiative and desire to continuously learn and advance.
Benefits
- Up to 83% subsidized medical payroll deductions
- Competitive dental and vision benefits
- 401(k) + match
- Pre-tax transit and commuting benefits
- A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
- Paid maternity and parental leave, as well as other family paid leave programs
- Company-paid life, short and long-term disability insurance
- Health Savings Account and Healthcare and Dependent Care Flexible Spending
- Career development opportunities
- Empowerment and encouragement to give back – volunteer hours and donation matching
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