REAL ESTATE ANALYST JOB DESCRIPTION

Understanding how to read a cap rate table is not enough. A Real Estate Analyst in commercial real estate finance must translate raw property data, operating statements, and market comparables into investment conclusions that hold up before an investment committee. This role typically supports a debt origination or acquisitions team, with direct ownership of financial models, due diligence coordination, and quarterly portfolio reporting. Multifamily, office, retail, and industrial assets all fall within scope, requiring fluency across property types.

As the Real Estate Analyst, you will underwrite potential acquisitions and debt originations by building discounted cash flow models, preparing investment committee memos, and coordinating due diligence on commercial and multifamily assets. You will work alongside senior investment professionals and report findings that directly shape capital allocation decisions across an active deal pipeline.

Career Impact: Deep exposure to investment committee underwriting and DCF modeling at the deal level accelerates the path toward senior associate and portfolio management roles within commercial real estate finance.

Business Impact: The accuracy of financial models and due diligence reviews this analyst produces determines whether the organization prices risk correctly on new originations and acquisitions.

Growth Opportunity: Sustained work across multifamily, office, and industrial asset classes builds the cross-property fluency that commands higher compensation and broader mandates at the next seniority level.

• Build discounted cash flow models and proforma analyses for potential acquisitions, debt originations, and equity investments to support deal-level underwriting decisions.
• Prepare investment committee memos, market research summaries, and quarterly portfolio valuations for review by senior investment professionals.
• Coordinate due diligence on new transactions by ordering and evaluating third-party appraisals, environmental reports, and property condition assessments.
• Monitor borrower and tenant compliance with loan documents and lease obligations, escalating enforcement actions when required.
• Analyze property operating statements, rent rolls, and market comparables to assess asset performance and identify risk factors across the managed portfolio.
• Maintain the acquisition pipeline tracker and internal deal logs, ensuring deal status and market intelligence remain current for senior management review.
• Support investor reporting by contributing to quarterly updates, RFP responses, and due diligence questionnaire submissions in coordination with fund administrators.
• Review and abstract legal documents including operating agreements, loan documents, and management agreements to flag compliance requirements and key dates.

• Bachelor's degree in finance, real estate, economics, or accounting, or equivalent work experience.
• 2 or more years of financial analysis experience in a commercial real estate investment, lending, or asset management context.
• Demonstrated ability to build and audit discounted cash flow models for income-producing properties across multiple asset classes.
• Working knowledge of commercial real estate capital structures, including equity, senior debt, mezzanine, and preferred equity positions.
• Ability to read and interpret property operating statements, rent rolls, appraisals, and title and loan documentation.
• Strong written communication skills, with experience drafting investment memos or analytical reports for senior review.
• Proven capacity to manage multiple concurrent deals or projects under firm deadlines with a high degree of accuracy.
• Strong quantitative and research skills, with ability to synthesize large datasets into clear investment recommendations.

• Graduate degree in real estate, finance, or business administration, or active pursuit of a CFA or CAIA designation.
• Experience supporting investment committee processes, including preparation of approval packages for debt or equity transactions.
• Familiarity with institutional investor reporting frameworks, including RFP, RFI, and DDQ response processes for real estate funds.
• Prior exposure to waterfall modeling, loan modification structuring, or JV equity return analysis.

• Due diligence completion rate, measured as percentage of third-party reports ordered and reviewed on schedule per transaction.
• Model accuracy rate, tracked through post-close audits comparing underwritten projections to actual first-year property performance.
• Investment memo turnaround time, reflecting days from deal assignment to committee-ready submission.
• Pipeline currency, measured as percentage of active deals with status updates current within the prior five business days.
• Quarterly reporting on-time delivery rate across investor fund reporting and internal portfolio review cycles.
• Typical tools: financial modeling platforms (commonly Argus Enterprise or similar DCF software); spreadsheet applications (commonly Microsoft Excel with advanced functions).

• Base Salary Range: $70,000 to $100,000 annually, depending on experience and market.
• Bonus: Annual discretionary bonus, typically 10 to 20 percent of base salary.
• Equity: Carry or co-investment opportunities available at select firms, more common at senior levels.
• Health Benefits: Medical, dental, and vision coverage; employer contribution varies by firm.
• PTO: 15 to 20 days annually, plus standard federal holidays.
• Common Perks: Professional development reimbursement, CFA or CAIA exam support, and licensing fee coverage.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including credit history review relevant to financial roles, are a standard condition of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request. Candidates must be authorized to work in the United States.

The Real Estate Analyst owns the end-to-end process of evaluating trade areas, sites, and market criteria to support potential new store locations. Working alongside FP and A and the executive team, this position shapes informed real estate decisions by assembling approval packages, managing key lease documents, and maintaining performance scorecards that drive development outcomes.

Key Responsibilities

• Responsible to meet or exceed all goals and key performance indicators (KPIs).
• Evaluate and generate reports and analysis on trade areas, market criteria, and sites for potential locations.
• Utilize real estate analytic systems and partner with FP and A on proforma metrics and evaluation.
• Write, present, and communicate analysis in an effective and professional manner.
• Assemble real estate review and approval packages with all appropriate documents and information.
• Develop and continually enhance real estate review decks for presentation to executive team.
• Manage key documents such as letters of intent, leases, amendments, and construction exhibits.
• Monitor critical milestone dates for openings and follow up on action items to maintain accurate timelines.
• Maintain performance scorecards and departmental results reporting on performance metrics and goals.
• Coordinate documentation of organizational standards, processes, and procedures for new store development.

Required Qualifications

• BA or BS degree with emphasis in business or finance preferred.
• 3 or more years of analyst and coordination experience in real estate site selection, portfolio, development, and construction.
• Understanding of demographics, site characteristics, and market and site evaluation.
• Financial acumen with understanding of budgets and proformas.
• Proficiency in Microsoft Office including Word, Excel, and PowerPoint.
• Experience with administering cloud-based analytical demographic systems.
• Results-driven with proven time management skills and ability to adapt to a changing business environment.
• Ability to manage multiple projects simultaneously while meeting deadlines consistently.
• Superior verbal, written, and interpersonal communication skills.

Embedded within the Investment Team, the Real Estate Analyst assists senior members of the debt origination and asset management teams in underwriting deal transactions, financial modeling, and due diligence on assets in the existing commercial mortgage portfolio. Working closely with originators and senior management, this position builds rigorous analysis that supports investment committee decisions and strengthens portfolio credit quality.

Core Functions

• Provide analytical support on underwriting of potential investments, market research, property operating statements, cash flow modeling, and property valuation.
• Assist in the preparation of investment committee memos, presentations, and other documents.
• Perform risk management functions on new loan originations by ordering and reviewing third-party reports.
• Provide peer analysis and analytics for senior management and the debt origination team to benchmark new originations and performance.
• Screen and maintain deal log with origination team to track outsourcing opportunities and market perspective.
• Prepare quarterly valuations on high risk loans including DCF analysis and financial statement review.
• Create and recommend strategies for loan modifications, collateral substitutions, short-term extensions, assumptions, and restructurings.
• Monitor borrower compliance with loan documents and take appropriate enforcement actions when necessary.
• Prepare quarterly updates on equity real estate including project budgets, schedules, and cash flow projections.

Qualifications and Experience

• At least 2 or more years of related work experience in real estate investments preferred.
• Bachelor's degree or master's degree preferred in finance, economics, or related field.
• Understanding of discounted cash flow modeling, real estate fundamentals, and capital structures.
• Intermediate to advanced Excel proficiency including pivot tables, NPV, and VBA preferred.
• Argus experience preferred.
• Strong research, analytical, and problem-solving skills.
• Exceptional written and verbal communication skills.
• Ability to work independently and as a team member with flexibility in handling multiple priorities.

Reporting to senior real estate leadership, the Real Estate Analyst is responsible for developing and incorporating spatial analytics techniques into Dollar Tree's existing real estate planning and new store site selection process. Partnering with real estate, operations, and finance teams, this position delivers regression-based sales forecasting models and market optimization strategies that determine optimal store deployment across banners.

Primary Duties

• Incorporate spatial analytics techniques into the site selection process and generate sales and enterprise profitability projections for new, relocating, and expanding stores.
• Conduct analog store comparisons and identify significant drivers of sales.
• Forecast cannibalization impacts on existing stores and monitor competitive changes and subsequent impacts.
• Apply, build, and maintain regression-based sales forecast models.
• Perform post audits of sales forecasts to continuously improve the forecasting process.
• Participate in developing market optimization strategies by determining locations for new stores.
• Work closely with real estate, operations, asset protection, and senior management to determine optimal store deployment in a market.
• Gain market and site intelligence through research and by working closely with the real estate department.
• Foster a strong working relationship between the finance and real estate departments.

Skills and Qualifications

• Bachelor's degree in finance, business, geography, statistics, or other quantitative discipline.
• 3 or more years of related experience.
• Master's degree in a quantitative discipline preferred.
• Previous experience in site location research preferred.
• High proficiency in Microsoft Excel and databases.
• Experience with ESRI, TAS, or other GIS software preferred.
• Experience with R statistical software, Alteryx, and Tableau preferred.
• Strong analytical and problem-solving skills with ability to manage large amounts of data.

Sitting at the intersection of market analysis and store development, the Real Estate Analyst supports all tasks related to acquisition, entitlement, and construction for Lidl US's new store pipeline. Operating across contract negotiations, due diligence management, and board approval packaging, this position enables the company to pursue new sites and manage the full development lifecycle from market evaluation through lease administration.

Duties

• Perform real estate market analysis including evaluation of competitors' locations, acquisitions strategy, and sales volumes.
• Create analytic maps in coordination with real estate depicting key demographic, competitive, traffic, and decision-making metrics.
• Create and present market drive presentations and investment packages for board approval.
• Support acquisition managers in contract negotiations for newly identified sites.
• Assist in the management of the due diligence process to ensure all development risks are identified and quantified.
• Monitor site development and store construction budgets.
• Assist in the management of the approval and permitting phase of the development process.
• Assist in the management of the bidding, negotiations, and construction contract process.
• Work with the real estate manager and director to manage the contract lifecycle of a project including lease administration.

Experience and Qualifications

• Bachelor's degree in business, finance, real estate, urban planning, or related field.
• Knowledge of real estate systems and market practices.
• Proficiency with mapping software and demographics analysis.
• Proficiency in Microsoft Office Suite including Excel, Word, and PowerPoint.
• Excellent problem-solving and analytical skills with keen attention to detail.
• Excellent time management, organizational, and interpersonal skills.
• Strong verbal and written communication skills.
• Valid US driver's license required.

A key member of the acquisitions team, the Real Estate Analyst leads the research and financial modeling needed to evaluate potential investments and real estate opportunities across target markets. Collaborating across senior management and investor reporting functions, this position builds Excel-based cash flow models, investment memorandums, and due diligence coordination that determine whether opportunities meet the company's investment criteria.

Accountabilities

• Assist in underwriting potential investment opportunities by researching property, market, demographic, and other relevant information within target markets.
• Develop and maintain Excel-based financial models, trackers, and spreadsheets to monitor and analyze portfolio investments.
• Conduct proforma analysis, prepare investment memorandums, and present investment recommendations.
• Assess, evaluate, and report the existing and potential operating characteristics of projects including revenue, expenses, capital expenditures, tenant credit, and leases.
• Contribute to quarterly updates alongside senior management to report to investors.
• Research, assemble, and present commercial and multifamily property comps.
• Source, maintain, and summarize market research within internal databases.
• Maintain and update the acquisition pipeline and other reports for internal meetings.
• Apply standard analytical processes to create detailed financial investment cash flow models.
• Coordinate and assist in the due diligence process including evaluating third-party reports, market analyses, rental surveys, and property inspections.

Background and Experience

• Bachelor's degree with emphasis in business, finance, economics, and real estate.
• Strong interest in and passion for real estate.
• Strong skills in Excel financial modeling, Word, and PowerPoint.
• Argus financial modeling experience preferred.
• Strong internet research skills and problem-solving abilities.
• Analytical, detail-oriented, and resourceful with ability to work independently and manage multiple priorities.

Accurate, insight-driven real estate valuation depends on the Real Estate Analyst, who establishes and mines in-house databases, builds dynamic Excel cash flow models, and delivers bespoke valuation mandates spanning fund valuation, loan security, and acquisition advice. Based within the Savills analyst team and supported by an international data and technology network, this position serves as a liaison across regional and European teams to develop analytics products for both internal and client-facing use.

Functions

• Establish, manage, and mine in-house real estate databases and validate data to draw insights and present real estate data internally and externally.
• Assist in execution of valuation mandates for fund valuation, loan security, and acquisition advice.
• Build and review dynamic Excel-based cash flow models in bespoke valuation mandates.
• Work with third-party valuation software and draw analysis for internal use.
• Design and build standardized templates in the office suite including automation of some elements.
• Serve as a liaison and monitor the flow of information among regional teams, European teams, and clients.
• Assist senior analysts in development of new analytics products for internal use and client-facing deliverables.

Technical Qualifications

• STEM degree or background in corporate finance, real estate, or economics.
• Previous experience in finance, real estate, or data analytics preferred.
• Advanced knowledge of discounted cash flows and real estate terminology.
• Excellent analytical, financial modeling, and valuation skills with a real estate focus.
• Experience with business intelligence tools such as PowerBI or Tableau preferred.
• Precise work ethic with excellent attention to detail and strong organizational skills.
• Self-motivated with the ability to work productively in a fast-paced environment with multiple projects and firm deadlines.

As the Real Estate Analyst, this role delivers monthly financial statements, variance analysis, and budget coordination for a regional real estate portfolio that spans multiple asset classes and accounting cycles. The regional finance team relies on this work to maintain IFRS-compliant records, support property acquisitions and dispositions, and provide financial guidance to operations managers, directors, and VP-level leadership.

Role Responsibilities

• Prepare monthly financial statements and variance analysis for the regional portfolio including journal accounting entries and account analysis of assets, liabilities, and P and L accounts.
• Prepare, review, and assist in coordination of annual budget and quarterly forecasts for regional operating statement and CAPEX portfolio.
• Prepare and submit reports and financial impact analysis of tenant legislation including AGIs, ARIs, and NORRs where required.
• Assist in requirements to support acquisition and disposition of properties.
• Ensure compliance with company policies, procedures, and internal controls.
• Provide financial guidance to regional procurement and revenue staff, operations managers, associate directors, directors, and VP of operations.
• Review and document accounting processes and procedures and recommend and implement changes where necessary.

Qualifications and Experience

• CPA designation or final stages of completion.
• 3 to 5 years of minimum relevant industry experience with full cycle accounting experience.
• Working knowledge of IFRS and its applications.
• Proficiency in Excel required.
• Working knowledge of SAP and BPC preferred.
• Strong analytical skills with ability to work under tight deadlines and manage multiple priorities.
• Excellent written and verbal communication skills with ability to work independently and in a cross-functional team.

Real Estate Analyst delivers data validation, dashboard development, and ad-hoc analyses that power the company's double-again store growth strategy across acquisition, divestment, and network optimization workstreams. The work directly supports the Global Real Estate Analytics team and serves as a go-to resource for real estate teams needing tools, data, and process improvements to execute decisions more efficiently.

Key Deliverables

• Support acquisition and divestment projects by providing financials, performing due diligence, and producing analyses.
• Maintain, update, and develop data collection, validation, and consolidation tools and processes.
• Identify process inefficiencies and opportunities for automation and assist with solution development and implementation.
• Develop and update spreadsheets and dashboards for highly visible periodic reporting.
• Support the annual network planning process by providing tools, data, and answering stakeholder questions.
• Contribute ad-hoc analyses and insights by leveraging store data, financials, and other key metrics.
• Serve as a go-to point of contact for real estate teams on tools, processes, and data.
• Support team members in coordinating communications, development of organizational tools, and maintaining data.

Minimum Qualifications

• Bachelor's degree in business administration, analytics, finance, real estate, or similar field preferred.
• 1 to 3 years of work experience with analytics, real estate, or finance.
• Experience with P and Ls and large complex datasets.
• Advanced Microsoft Excel proficiency including lookups, pivot tables, and power queries.
• Experience with Power BI, Alteryx, Trade Area Systems, and Google Earth preferred.
• Experience working with SharePoint as a user and site administrator preferred.
• Highly organized with strong analytical skills and attention to detail.
• Comfortable working independently and in cross-functional teams with ability to manage multiple projects and meet tight deadlines.

The Real Estate Analyst owns data management for a portfolio of private equity real estate funds, addressing client queries, providing bespoke analysis, and enforcing adherence to the Data Provider Code of Conduct that governs inclusion in MSCI Private Real Estate Indexes. Working alongside client coverage, research, and data teams within a growing global performance analytics group, this position strengthens reporting accuracy and drives workflow efficiency through process improvement initiatives.

Day-to-Day Responsibilities

• Manage data for a portfolio of private equity real estate funds and address client queries related to funds in accordance with MSCI procedure.
• Provide bespoke analysis when requested by clients and build and maintain effective relationships with client coverage, research, and data teams.
• Participate and deliver on assigned projects as per milestones and drive efficiency through process improvement initiatives.
• Apply problem-solving skills to identify innovative workflow efficiencies and enhance processes.
• Enforce adherence to Data Provider Code of Conduct to ensure data inclusion in MSCI Private Real Estate Indexes.

Professional Experience

• Bachelor's degree in finance or engineering-related discipline required, management degree preferred.
• 0 to 4 years of work experience in financial services.
• Fundamental knowledge in accounting and finance required, with real estate market knowledge a plus.
• Working knowledge of MS Excel required, with VBA, Power BI, and Python desirable.
• Fluency in English required.
• Detail-oriented, self-motivated, and quick learner with strong ability to prioritize multiple tasks and meet strict deadlines.
• Collaborative team player with appreciation for diverse cultural norms and adaptability to changing requirements.

Reporting to the acquisitions team, the Real Estate Analyst prepares preliminary valuations of real estate assets and develops underwriting and modeling for potential market strategic opportunities. Partnering with the operations department through closings and post-closing reconciliations, this position enables the company to evaluate investment returns, assess due diligence materials, and maintain accurate financial records across the acquisitions pipeline.

Scope of Work

• Review financial statements and prepare preliminary valuation of real estate assets.
• Assist in the evaluation of investment returns based on cap rates, discounted cash flows, and use of leverage and illustrate trends and possible risks of potential opportunities.
• Develop underwriting and modeling for potential market strategic opportunities.
• Review financial and operational due diligence materials for acquisitions.
• Assist with the development of operations department budgets for properties under contract and reconcile with original underwriting.
• Coordinate closings with the operations department to ensure a smooth transition of newly acquired properties.
• Prepare and assemble proration information for closings and verify accuracy of closing statements.
• Perform post-closing reconciliations and travel to trade shows and property audits as market opportunities develop.

Education and Experience

• Bachelor's degree in finance or a related discipline required.
• Two to three years of related experience or equivalent combination of education and experience.
• Strong verbal and written presentation skills with ability to translate complex information into clear and effective messages.
• Goal-oriented with ability to prioritize consistently in an ever-changing environment and work well under strict deadlines.
• Creative approach to problem solving with a humble, team-oriented, and optimistic attitude.

Reporting to senior originators, the Real Estate Analyst is focused on developing and servicing multifamily relationships in the New York Metropolitan area by analyzing commercial loan requests, modeling complex transactions, and supporting deal structuring with relationship managers and credit partners. Partnering with underwriting and compliance teams, this position builds the credit knowledge and analytical foundation needed to evaluate market conditions, capitalization rates, and loan documentation across a high-volume transaction environment.

Areas of Ownership

• Analyze commercial loan requests including market information, rent and sale comparables, capitalization rates, market vacancy, and trends necessary to evaluate loan opportunities.
• Perform complex financial modeling of commercial real estate transactions while evaluating, interpreting, and summarizing data.
• Work with relationship managers to structure deals and present to credit and underwriting partners for formal quotes.
• Review real estate documents including leases, loan documents, and appraisals to determine potential issues and concerns.
• Manage multiple transactions simultaneously in a fast-paced office environment while maintaining high levels of organization.
• Learn all required credit concepts, major policy parameters, production analysis systems, and applicable software applications.

Knowledge Skills and Abilities

• Bachelor's degree or military experience required, with master's degree in business administration or finance preferred.
• At least one year of commercial real estate experience.
• Highly proficient in MS Office including Excel, PowerPoint, and Word .
• Advanced Excel experience required.
• Team player with excellent organizational, interpersonal, quantitative, writing, and communication skills.

Sitting at the intersection of asset management and financial analysis, the Real Estate Analyst provides analytical and asset management support on a diverse portfolio of commercial real estate investments using discounted cash flow models and Argus. Operating across joint venture partners, property managers, leasing agents, and legal counsel, this position implements strategies to maximize asset value, monitors compliance with legal documents, and supports due diligence on new equity and debt opportunities.

Job Functions

• Provide analytical and asset management support on a diverse portfolio of commercial real estate investments.
• Prepare and maintain property and portfolio valuations using discounted cash flow models and Argus.
• Review weekly and monthly reporting packages and evaluate variances and trends in operating income and expenses.
• Manipulate large quantities of loan and property-level data received from third parties.
• Develop strong relationships and effective lines of communication with colleagues and third parties including joint venture partners, property managers, and leasing agents.
• Implement action steps and strategies to maximize the value of assets.
• Abstract and monitor legal documents such as operating agreements, loan documents, and management and leasing agreements.
• Regularly perform site inspections of assigned investments and conduct market data analysis.
• Assist in due diligence and underwriting on potential commercial real estate equity and debt investments.

Position Requirements

• Undergraduate degree with concentration in accounting, finance, or real estate, with MBA or master's degree preferred.
• 1 to 2 years of real estate experience.
• Strong proficiency in Excel and proficiency in Argus preferred.
• Excellent analytical skills with attention to detail and strong organizational skills.
• Outstanding written and verbal communication skills.
• Self-starter able to work independently or in a team environment with demonstrated flexibility to handle multiple projects in a fast-paced environment.

A key member of the acquisitions and investments team, the Real Estate Analyst leads research on commercial acquisition opportunities, monitors market conditions, and coordinates investor communications and distributions. Collaborating across internal stakeholders and the broader investments group, this position delivers the economic analysis and due diligence support needed to inform sales, acquisitions, and refinancing decisions.

What You'll Do

• Conduct research for commercial acquisitions and other business opportunities.
• Coordinate investor communication and track relevant investor information.
• Monitor market conditions, perform economic analysis, and provide reporting.
• Coordinate investor distributions.
• Conduct due diligence for sales, acquisitions, and refinancing of properties.
• Provide additional support to the acquisitions and investments team as necessary.

Required Qualifications

• Bachelor's degree and 1 to 3 years of related experience or equivalent preferred.
• Demonstrated knowledge of business, economics, and financial mathematics.
• Strong verbal and written communication skills with ability to correspond in a professional and businesslike manner.
• Preference for candidates with demonstrated ability for professional writing.
• Ability to employ logical reasoning to understand and carry out instructions in various forms.

Strong investment outcomes at the entry level depend on the Real Estate Analyst, who researches and evaluates opportunities on Loopnet, conducts property visits, and produces feasibility reports and proforma financial models that the CEO can present to investors. Serving as a bridge between the company and external brokers, this position also supports in-office administration and operations audits of current assets to maintain a well-functioning portfolio.

Performance Expectations

• Research and evaluate real estate investment opportunities on Loopnet.
• Liaise between the company and external brokers.
• Visit property locations and put together feasibility reports to assess investment potential.
• Perform financial modeling including proforma financials and create slide decks for investor pitches.
• Assist with administration in-office and perform operations audits of current assets.

Experience and Qualifications

• Bachelor's degree in accounting, finance, real estate, geography, analytics, or business-related field.
• 1 to 3 years of experience.
• Interest in the retail or commercial real estate industries.
• Intermediate to advanced proficiency with MS Excel and PowerPoint.
• Willingness to improve and grow teams and processes.

As the Real Estate Analyst, this role delivers high-quality client reporting and investor relations support across several real estate equity and debt funds spanning the full risk-return spectrum. The Investor Services group relies on this work to manage investor onboarding, coordinate RFP and DDQ responses with the third-party fund administrator, and validate quarterly KPIs that inform senior management reporting.

Operational Focus

• Provide day-to-day support to prospective and current clients across several real estate funds.
• Serve as data steward for information utilized by investor services and support the PGIM Real Estate portal.
• Manage investor onboarding with business development, legal, compliance, and the investor.
• Serve as liaison with the third-party fund administrator to provide responses to recurring and ad-hoc data requests involving client reporting and investment performance.
• Coordinate quantitative responses for RFPs, RFIs, and DDQs in conjunction with the third-party fund administrator.
• Coordinate responses to client requests across portfolio management, business development, marketing, and other functional groups.
• Track, oversee, and validate the third-party administrator's quarterly KPIs for senior management reporting.

Background and Experience

• Bachelor's degree required.
• Minimum 1 to 2 years of experience in client services, investor relations, or related function within investment management, with real estate experience preferred.
• Skilled user of MS PowerPoint and Excel with ability to perform quantitative data analysis.
• Strong interpersonal and communication skills with excellent writing and project management skills.
• High degree of professionalism, strong initiative, good judgment, and attention to detail.
• Highly collaborative with ability to work independently, manage multiple tasks, and handle sensitive and confidential information with discretion.

Real Estate Analyst delivers systems and applications support as well as IT-related project management to the Real Estate and Fleet organization, which manages approximately 17,000 sites and 7,500 vehicles across North America. The work directly supports corporate IT partners and external developers by establishing data management processes, ensuring accurate stakeholder reporting, and building the system proficiency needed to train users at all levels.

Key Responsibilities

• Establish and maintain efficient data management processes and support interfaces between real estate and other organizations' systems and applications.
• Leverage internal and external resources to streamline data flow and reporting while monitoring system functionality.
• Partner with corporate IT and external developers to address system-related issues, requests, enhancements, and outages.
• Ensure accurate system reporting to various stakeholders and exhibit proficiency in all real estate systems to deliver training at all levels.
• Support special projects and facilitate timely response to inquiries and resolution of issues.

Technical Qualifications

• College degree in IT systems development and management or minimum 5 years of relevant work experience.
• Expertise in SQL, Oracle, and SAP structure, principles, and management.
• Database management experience required, with C++ and HTML coding experience preferred.
• Experience with Microsoft Office Suite including Excel, Word, Outlook, and PowerPoint.
• Experience using data visualization software such as Power BI.
• Project management or technical certifications a plus.
• Detail-oriented with ability to meet tight deadlines and work independently as well as part of a team.
• Strong oral and written communication skills.

The Real Estate Analyst owns the execution of comprehensive real estate valuation mandates for acquisitions, dispositions, financial reporting, tax, financing, and insurance purposes at Duff and Phelps, a Kroll Business. Working alongside senior valuers and client teams through direct interviews with brokers and property managers, this position shapes DCF models, market approach analyses, and clear written presentations that help owners and investors maximize property values.

Core Responsibilities

• Perform in-depth industry, market, and competitor research and conduct local, national, and international real estate market analysis on public and private entities and REITs.
• Design financial models for discounted cash flow analysis, market approach, and cost approach valuation methods using Argus and Excel.
• Independently gather data pertinent to engagements through direct client interaction including interviews with brokers and property managers.
• Review industry surveys, benchmarks, and economic and demographic trends.
• Assist with preparing and presenting analysis results in a clear and concise manner.

Skills and Qualifications

• Currently pursuing bachelor's or master's degree in real estate, finance, accounting, economics, or business administration from an accredited college or university.
• Minimum GPA of 3.0 required.
• Must be currently authorized to work in the United States without visa sponsorship.
• Strong analytical, critical thinking, and problem-solving skills with strong verbal and written communication skills.
• Attention to detail with ability to manage time and workflow across multiple assignments in a team environment.

Embedded within the branch origination team, the Real Estate Analyst assists senior loan originators with complex commercial mortgage deals, supporting the full underwriting cycle from quote review and loan sizing through formal application preparation and closing. Working closely with borrowers, lenders, and third-party vendors, this position builds the deal management and market research capabilities that enable originators to convert new business relationships and close transactions efficiently.

Primary Duties

• Review, size, and price transactions with originators during the quote process and draft quotes to business and credit teams.
• Review and analyze property and market data to determine terms and conditions of loans.
• Assist originators in marketing company products and services and identify, track, and convert new business relationships.
• Maintain communication with borrowers and third parties throughout the underwriting process.
• Prepare formal loan applications including written narrative reports and backup analysis and data.
• Assist in maintaining vendor relationships, soliciting report bids, and arranging due diligence collection and site inspections.

Requirements

• Minimum 2 years of underwriting or analytical experience in a commercial real estate capacity.
• Strong communication skills both written and verbal.
• Strong attention to detail, accuracy, and consistency.
• Ability to work collaboratively in a fast-paced team environment and manage deadlines.
• Ability to travel once or more per month for site inspections, meetings, and industry events.
• Enthusiasm, competence, and willingness to learn with ability to maintain confidentiality.

Reporting to the strategic consulting team, the Real Estate Analyst provides facility accommodation and asset strategies to Canada's leading public and private institutions and corporations through economic, market, and demographic research combined with robust financial modelling. Partnering with clients and sub-contractors as project manager and liaison, this position delivers business cases, reports, and presentations that translate complex real estate analytics into achievable strategies for institutional and corporate clients.

Delivery Expectations

• Conduct economic, market, labour, and demographic research with in-depth analysis and robust financial modelling.
• Prepare business cases, construct reports, and develop writing for presentations.
• Act as project manager for client initiatives and deliverables and serve as client and sub-contractor liaison.
• Participate in business development for the strategic consulting team.
• Network to build ongoing internal and external relationships and keep current with key market trends, developments, and players.

Qualifications and Experience

• Post-secondary degree in business, finance, or related field preferred.
• 4 or more years of experience in commercial real estate.
• Advanced knowledge of Excel for robust financial modelling and valuation capabilities.
• Experience with Tableau.
• Exceptional analytical skills with diligent attention to detail and strong project management and organizational skills.
• Strong written and verbal communication skills with ability to write reports, create presentations, and multitask under tight deadlines.
• Ability to problem-solve whenever challenges or concerns arise.

Sitting at the intersection of site selection and lease negotiation, the Real Estate Analyst works directly with the VP of real estate and company leadership to identify, evaluate, and procure prime locations for new venue openings, including feasibility analysis, landlord negotiations, and real estate committee presentation packages. Operating across finance, construction, outside consultants, and legal counsel, this position enables the company to secure favorable long-term leases and maintain sustainable expansion across the portfolio.

Work Activities

• Work closely with the VP of real estate and company leadership to identify prime real estate locations for new venues.
• Research and estimate costs of procuring sites and determine the feasibility of opening new locations and extending leases of existing locations.
• Conduct market and site tours for site selection review and feasibility analysis.
• Conduct negotiations with landlords and owners to procure sites and position the company favorably for future growth and expansion.
• Coordinate real estate committee deal and opportunity presentation materials in coordination with finance, construction, and other key company disciplines.
• Work with the VP of real estate, outside consultants, and legal counsel to secure prime real estate locations with long-term financial returns.

Education and Experience

• Bachelor's degree in a relevant field required, with master's degree preferred.
• 2 to 3 years of experience in site procurement and real estate leasing, preferably in food service and hospitality management.
• Strong knowledge of real estate industry best practices and previous experience with zoning ordinances, construction permits, and liquor licensing.
• Prior experience in negotiations of major contracts and leases.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Excellent project management, organizational, and prioritization skills with ability to communicate effectively across all levels.

A key member of the capital markets and investments teams, the Real Estate Analyst builds heavy financial models for buy-side and sell-side transactions, JV portfolio risk and return analyses, and broad-based statistical research covering property markets in Austin, Dallas, Denver, and Seattle. Collaborating across senior transaction managers and investment management functions, this position generates the deal modeling, due diligence support, and market intelligence that enables informed execution of land acquisitions, JV equity, and corporate development activities.

Activities

• Perform heavy financial modeling for buy-side and sell-side real estate and corporate development transactions.
• Conduct monthly, quarterly, and annual JV portfolio risk and return modeling and corporate enterprise modeling.
• Support due diligence for all transactions in process and prepare monthly write-ups on transaction status, risks, and due diligence.
• Conduct broad-based statistical research related to debt and equity markets and profiling of institutional and private wealth investors.
• Conduct broad-based statistical research of property markets in Austin, Dallas, Denver, and Seattle including selected individual submarkets and neighborhoods.
• Generate ad-hoc analyses as assigned.

Minimum Qualifications

• Bachelor's degree in finance, accounting, or real estate.
• 1 to 2 years in an analyst role with heavy emphasis in real estate financial modeling, waterfall modeling, stress testing, and portfolio analysis.
• Strong interest in and curiosity about real estate markets and finance.
• Ability to exercise professional due care, engage in self-auditing, and demonstrate tenacity under time pressure.
• Ability to communicate findings, organize time and output, and translate complex analysis for various audiences.

Sustainable store network growth depends on the Real Estate Analyst, who supports the real estate team across strategy, development, and the ongoing lifecycle of operating stores by analyzing local markets, monitoring site budgets, and preparing board approval packages for new investments. Based within the retail real estate function and reporting to real estate managers, this position identifies process improvement opportunities and provides the financial reporting and administrative coordination that keeps the development pipeline on track.

Accountabilities

• Assist real estate managers in compiling documents and preparing proposal packages for board approval of new investments.
• Analyze local markets for future store locations and develop, maintain, and monitor site development, construction, department budgets, and financial reports.
• Report expenditure status to management with anticipated deviations and forecasted total costs.
• Identify, develop, and propose opportunities for business and process improvement.
• Assist with administrative tasks including preparing meeting minutes and electronically filing documents.

Professional Experience

• Bachelor's or bachelor's of science degree in a related field and 2 or more years of relevant experience.
• Proficient in Microsoft Office Suite including Word, Excel, Outlook, and PowerPoint.
• Highly organized and detail-oriented with excellent time management skills.
• Ability to work independently and react quickly in a demanding, fast-paced environment.
• Strong interpersonal skills with ability to work with a diverse team and develop solutions to problems.
• Ability to prioritize multiple assignments and manage projects efficiently to meet deadlines.
• Advanced verbal and written communication skills.