What are the responsibilities and job description for the Senior Financial Analyst – Housing position at F1650 Clarion Partners, LLC?
Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
Responsibilities:
Primary responsibilities will include assisting with acquisitions and asset management duties including modeling, portfolio analysis and reporting, property valuation analysis, lease analysis and special projects with a primary focus on the Housing sector.
- Assist in the prep and presentation of Preliminary and Final Investment Memoranda to the firm's Investment Committee.
- Assist with underwriting new investment opportunities.
- Participate in acquisitions and asset management due diligence.
- Review annual operating budgets and assist in annual business plan preparation and presentation.
- Assist with acquisition, development, and disposition transactions.
- Monitor and analyze the financial performance of the properties and portfolios.
- Maintain portfolio models.
- Assist with preparation and review of portfolio level and client reports.
- Maintain property valuation files.
- Analyze lease transactions.
- Prepare and update portfolio-level reports.
- Assist with property management related functions.
- Prepare ad-hoc reports when needed.
- Assist with special projects as needed.
Qualifications:
- Must be able to work independently and as part of a team that includes the disciplines of finance, research, acquisitions, asset management and marketing.
- Strong skills in financial analysis and modeling – proficiency in Excel, Word, and PowerPoint required.
- Strong interpersonal communication and writing skills.
- Ability to meet deadlines and complete projects with minimal supervision.
- 2 years’ experience, preferably in real estate Asset Management.
- Minimum Bachelor’s Degree required, preferably in real estate or finance.
Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.
Clarion Partners is committed to fostering a diverse and inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
