What are the responsibilities and job description for the Sales Financial Analyst position at Hanley Investment Group - Real Estate Advisors?

About the Position

We are seeking a highly motivated and detail-oriented Financial Analyst to support our Retail Investment Sales team. The ideal candidate will play a key role in analyzing financial data, preparing investment packages, and providing actionable insights to drive successful retail investment transactions. This position requires a strong analytical mindset, excellent communication skills, proficiency in relevant software tools, and experience in retail investment underwriting.

Job Duties and Responsibilities :

Provide a high level of support to multiple real estate professionals (Agents).
Ability to prioritize various projects and meet deadlines daily among several Agents.
A thorough understanding of retail investments sales including, financial underwriting, market economics and industry terms (i.e. cap rate, irr, cagr, pro forma, debt service).
Independently analyse and underwrite retail real estate assets nationwide.
Evaluating potential acquisition opportunities and assessing associated risks.
Create detailed financial models using Argus and Excel software for financial analysis of retail investment properties to be included in Offering Memorandums and Broker’s Opinion of Value, i.e., Rent Roll, Income and Expense and Pricing Analysis.
Conductresearch including ownership title, sales and lease comparables, development and market competition.
Maintain an existing CRM database of existing and prospective clients, properties, and deals.
Prepare marketing materials, packages, proposals and presentations
Support Agents in performing due diligence including collection and review of relevant documents; rent roll, lease documents, operating statements, CAM Reconciliations, ledgers, aged receivables, tax bills, title reports, environmental reports, property agreements, architectural plans, and financing documents.
Ability to field phone calls including Seller, Buyer and Agent follow up and communication.
Collaborate with Agents and clients, to provide data-driven recommendations.
Stay current with industry trends, regulations, and best practices related to retail investment properties.

Candidate Qualifications :

Hard Skills :

Advanced proficiency in Microsoft Office (Outlook, Word, Excel, Powerpoint)

Well versed in Excel formula creation and manipulation for use in financial modeling and data analysis.

Comfortable building rent rolls, lease abstracting, CAM reimbursements, 10-year cash flows, and equity waterfalls.

Experienced in Argus Enterprise.

Working knowledge and experience of CRE relevant research applications (Costar, Crexi, etc.)

Familiarity with CRM platforms and reporting tools.

Strong understanding of real estate finance, capital markets, and retail property operations.

Ability to analyze and interpret complex agreements including lease, development, operational, and legal.

Soft Skills :

Excellent verbal and written communication skills for creating clear and persuasive presentations.

Strong organizational and time-management abilities to meet tight deadlines.

Exceptional attention to detail and accuracy in all work products.

Problem-solving mindset with the ability to synthesize data into actionable insights.

Collaborative team player with a proactive attitude and ability to work independently when needed.

Track record of working on multiple projects simultaneously in a fast-paced environment.

Discrete concerning confidential or sensitive information.

Software Requirements :

Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

Argus Enterprise.

CoStar, Crexi, and similar real estate data platforms.

CRM systems (e.g., Salesforce, HubSpot) for managing client and transaction data.

Education / Experience :

Bachelor’s degree with emphasis in real estate and finance.

Minimum of 4 years relevant experience in the commercial real estate industry and retail investment sales.

Additional Requirements :

Full-time, in-office role.

Position subject to background and employment history checks.

Local candidates only; no relocation reimbursement available.

Testing in Lease Abstracting, Argus, and Excel Pricing Analysis required prior to hiring.

California Real Estate Sales License (preferred).

Position Includes :

Full-time, exempt employment.

Paid time off, holidays, and sick time.

Medical and dental benefits.

401K.

Salary Range :

120,000 - $140,000, based on work experience & skills

About Hanley Investment Group

Hanley Investment Group has a team of specialized retail investment brokers that advise clients on the sale of single-tenant, multi-tenant, and anchored shopping centers as well as mixed-use and urban retail properties nationwide.

Our team has redefined the experience of selling retail investment properties. Our relentless commitment to exceptional service and creative thinking is the reason we have completed more than $11 billion in retail transactions. Our expertise, performance, and unwavering dedication to putting our client needs first continues to set us apart in the industry.

Salary : $120,000 - $140,000

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