Financial Analyst

Description

Trademark Property Company, based in Fort Worth, Texas, is a full-service real estate firm specializing in investment, management, and mixed-use, retail, multifamily, and office properties. We create places where people want to gather, connect, and experience something memorable. We are focused on creating value for both assets and communities. If you want a career that is as dynamic as the places we help shape, you’re in the right place.

We Aim For Our Culture To Truly Reflect Our Purpose And Guiding Principles. Our Purpose Is To Be Extraordinary Stewards, Enhance Communities, And Enrich Lives. Our Guiding Principles

• Have Vision
• Engage People
• Make a Difference
• Create Value
• Build Partnerships
  
  

The Opportunity

We are looking for a Financial Analyst to join our Investments team, with a primary focus on underwriting acquisition opportunities, supporting asset-level and portfolio analysis, and preparing investment recommendations for mixed-use assets throughout the U.S. The ideal candidate is eager to build a career in commercial real estate investments and brings a strong analytical mindset, attention to detail, and a collaborative approach. Candidates must have strong proficiency in Microsoft Office (Excel) and Argus, along with exceptional financial modeling skills.

What You’ll Do

• Perform due diligence and underwriting of prospective acquisitions and investment opportunities.
• Build complex financial models to evaluate acquisitions, dispositions, refinancing scenarios, and ongoing investment performance across retail, office, and multifamily assets.
• Assist in preparing investment memoranda, underwriting summaries, and presentation materials for the Company’s executive team, lenders, and investors.
• Perform risk analyses related to occupancy and net operating income, including break-even analysis, market demand, supply, net effective rents, occupancy rates, expenses, and capitalization rates.
• Research specific real estate markets and assess market data and trends.
• Leverage industry knowledge to evaluate retail tenant credit risk and draw conclusions about the potential overall impact on NOI and cap rates.
• Collaborate with internal teams to support investment underwriting, portfolio analysis, and transaction execution.
• Review and monitor “at-risk” retail tenants (sales kick-outs, co-tenancy, early termination rights, etc.).
• Research and interpret complex lease provisions.
• Analyze prospective tenant financial statements.
• Support financing and capital markets efforts related to acquisitions, refinancing, and asset-level investment strategies.
• Develop and maintain investment performance analyses and related portfolio reporting.
• Ensure compliance with debt and equity reporting guidelines.
• Various other financial analyses as directed.
  
  

Requirements

What You Bring to the Table

• Bachelor's degree required; Finance preferred. 1-3 years of experience in a highly analytical role.
• Strong interpersonal, oral, and written communication skills
• Some travel required.
• Strong Excel and Argus modeling experience required, ideally with complex retail and mixed-use investment assets.
• Strong understanding of the nuances of retail assets.
• Enthusiastic, intelligent, creative, flexible, and technically strong, with a desire to deepen understanding of commercial real estate investments.
• Able to work under pressure and coordinate multiple activities and stakeholders efficiently.