What are the responsibilities and job description for the Senior Financial Analyst position at Sunstone Real Estate Advisors?
Sunstone Real Estate Advisors, the largest national brokerage firm focused exclusively on manufactured housing & RV communities, seeks a talented Senior Financial Analyst to join our growing Capital Markets team based out of San Diego, California.
The Senior Financial Analyst will work collaboratively with Sunstone Capital Advisors’ leadership team on tasks ranging from analyzing client’s individual assets and portfolios, interfacing with lenders and owner/operators, conducting market research, procuring loan request quotes, and coaching/training junior team members, to creating broker opinions of value (BOV’s) offering memoranda (OM’s), and other marketing materials.
The Senior Financial Analyst possesses a high-level understanding of commercial real estate underwriting and fundamental metrics, excellent Excel and analytical skills, strong communication skills gained over the course of 2-3 years’ experience in a CRE loan brokerage or lending environment, and a desire to move into production in the near term.
A day in the life of a successful Senior Financial Analyst includes, but is not limited to:
- Reviewing and analyzing financial statements, rent rolls, proforma projections, and other materials for the purposes of property, portfolio, and loan underwriting and analysis
- Performing detailed market research and gathering and reviewing comparable data
- Modeling different financing scenarios depending upon the profile of the transaction
- Partnering with the Executive Managing Directors, Underwriters, Operations team, Brokers, Clients, and other internal/external stakeholders on the evaluation of potential opportunities
- Communicating with capital sources, buyers, and sellers to achieve ideal outcomes for the firm’s clients
- Managing the team’s transaction pipeline, forecasting, and coordinating team activities to ensure a smooth and successful execution
The ideal Senior Financial Analyst possesses the following skills & experience:
- 2-3 years' experience in a similar CRE Analyst role, ideally in a banking, Agency lending, or investment sales or debt/equity brokerage environment
- An intimate understanding of the life of a commercial loan or sale from origination through successful closing
- The ability to work independently, and as a member of a collaborative, multidisciplinary team of internal external stakeholders
Salary : $90,000 - $110,000