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Financial Analyst

Berkadia is a leading commercial real estate platform combining high-quality deal marketing, proprietary technology, and integrated mortgage banking and servicing capabilities. The Financial Analyst will support an Investment Sales team by performing in-depth quantitative analysis, building and maintaining underwriting models, researching market and demographic trends, and preparing client-facing materials. This role is suited for an early-career candidate who is detail-oriented, technically strong in Excel/VBA, and interested in growing within a fast-expanding CRE business.

Skills

  • Advanced Excel modeling including complex formulas and VBA
  • Strong quantitative and financial modeling skills
  • Experience with data analytics and working with demographic and market datasets
  • Ability to analyze P&Ls and rent rolls
  • Clear written and verbal communication with ability to visualize data
  • Highly organized with strong attention to detail
  • Commercial awareness and client-focused mindset

Responsibilities

  • Develop and maintain sophisticated financial underwriting models for acquisition, disposition, and development scenarios
  • Analyze P&L statements and rent rolls to support valuation and underwriting
  • Maintain and utilize databases tracking investment sales activity, construction pipeline, and other real estate metrics
  • Research and synthesize economic, demographic, and industry trends for market intelligence
  • Prepare client-facing materials, charts, and presentations summarizing analyses
  • Support presentations and occasionally present analyses to clients
  • Collaborate with the team to identify market intelligence needs and produce deliverables
  • Contribute to research, writing, and proofing of market reports and marketing materials

Education

  • Bachelor's degree or equivalent (Finance, Real Estate, Economics or related field preferred)

Benefits

  • Monthly paid volunteer hours and donation matching
  • Employee Resource Groups (ERGs)
  • Fertility and family planning services
  • Up to 12 weeks of fully paid parental leave
  • Mental health care including free counseling sessions
  • Tuition reimbursement to support learning and development
  • Pet insurance discounts
To read the complete job description, please click on the ‘Apply’ button
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CEO of Berkadia
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Justin Wheeler
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Average salary estimate

$72500 / YEARLY (est.)
min
max
$60000K
$85000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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At Berkadia we are redefining the industry with long-term investments in people and technology that deliver actionable insights and create the best customer experience.

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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$60,000/yr - $85,000/yr
EMPLOYMENT TYPE
Full-time, onsite
DATE POSTED
August 26, 2025
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