Financial Analyst I



Provide support in delivering real estate analysis, underwriting, debt consulting and the loan surveillance services to the Situs Advisory team in an accurate, timely and high quality fashion.


Supervisory Responsibility: None  

Key Responsibilities:



Demonstrates comprehension of real estate and real estate finance process.  Participates in most aspects of projects with direct supervision.




  • Understanding Situs business lines and be able to recognize the “next step” in the process
  • Be able to research, analyze and write market summaries, property descriptions and other aspects of third party reporting in a clear concise manner
  • Requires the demonstration of analytical skills and a basic understanding of real estate knowledge and terminology
  • Have a basic knowledge of leases and the ability to create and analyze rent rolls
  • Analyzing and interpreting basic financial reports such as “Operating Statements”, basic financial categories such as “Revenues and Expenses” and “Recoveries”, and historical trending 
  • Understand underwriting and valuation models
  • Handle tenant level information including financial trends and credit ratings or stock market capitalization
  • Understand most property sectors and their different investment characteristics
  • Understand the basic valuation methods for appraisals
  • Full knowledge of third party report outlines and contents for appraisal, engineering and environmental components
  • Knowledge of excel and cash flow modeling and basic understanding of real estate finance and debt structures
  • Conduct telephone calls with servicers, clients and 4rd party providers and be responsible for delivering high quality work
  • Proactive in sourcing workload and work as a team player proactively helping others as necessary
  • Be commercially aware of the clients’ expectations in the wider transaction around Situs’ instruction
  • Undertake any role in the instruction necessary to get to the finish line
  • Works independently on projects and collaborates ‘face to face’ as a team player.
  • Other duties as assigned.


Required Work experience requirements:


  • Typically Entry Level through Year One, however 1 to 1½ years in real estate related industry is preferred




  • A proficiency in business writing skills
  • Strong oral and written communication abilities
  • Solid analytical and technical skills
  • Able to use all related Company financial hardware and software platforms


Essential Computer Skills Requirements:

Advanced knowledge of the following is required:


  • MS Office Suite including Outlook, Excel, Power Point and Word.


Required Education:


  • Associate degree preferred
  • Bachelor’s degree a plus  


Preferred Field of Study:

  • Accounting
  • Finance
  • Business Administration
  • Real Estate


ADAA/ODI Statement

(Americans with Disabilities Act Amended - USA; Office for Disability Issues - Europe.)

All of the Essential Functions; Key Responsibilities and Essential Computer skills are critical to this position.


Key Success Factors:


        • A full knowledge of 3rd party report outlines and contents for appraisal, engineering and environmental components and exposure to seismic reports
        • Ability to learn and comprehend information quickly
        • Willingness and motivation to make the group successful
        • Pro-active approach to increasing knowledge of process and terminology of real estate and due diligence/ underwriting
        • Ability to work in fast-paced environment running multiple tasks under tight deadlines.
        • Ability to multi-task
        • Great interpersonal skills.
        • Participation in the Situs Cares “give-back” and “environment respect” campaigns.
        • High degree of professionalism.
        • Ability to become an expert on Situs business and culture.
        • Ability to be flexible in working with team members to meet deadlines.
        • Ability to interact easily at all levels of the organization.
        • Commitment to excellence and attention to detail


        **This Employer Participates in E- Verify**




          Quickly come up to speed on the basics of the due diligence and underwriting process, terminology, required checklists and third party reports i.e. appraisals, engineering, etc.
          Job Location: Robbins, North Carolina, United States
          Date published: 27-Nov-2018
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