Capital Markets Operations, Financial Director

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POST DATE 11/14/2019
END DATE 11/24/2019

CBRE Dallas, TX

Dallas, TX
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Entry Level (0 - 2 years)
High School Diploma or GED
Min Salary
Max Salary
Salary Unit
per year


Job Description

Responsibilities include underwriting, modeling, and conducting due diligence on multifamily investments. In a fast paced, entrepreneurial environment, everyone is asked to pitch in where needed to get tasks done. The ideal candidate would be a self-starter, extremely organized, and a team player.

Key Responsibilities

Using Excel, create a new, complex and sophisticated financial model to facilitate disposition decisions in the multifamily sector

Analysis of complex disposition structures including portfolio transactions, TIFs, ground leases, etc.

Prepare valuation and offering memoranda to support financial analysis, analyze market conditions (macro and micro), and outline disposition strategy and investment returns

Financial analysis and tracking of operational performance of assets

Maintain current knowledge of the real estate industry and global capital markets by monitoring current financial publications and conducting research as necessary

Review or prepare market research to formulate opinions on market conditions and to support underwriting assumptions

Assist with researching the market area - know what developments are happening and how they will affect the subject property you are proposing or marketing

Research Taxes

Collect Financials and other pertinent information from Seller

Write Investment Highlights for subject property and prepare supporting documentation

Select Rent and Sales Comps

Track new multifamily development throughout the DFW metroplex

Help create new ways to market the subject property to potential Investors and Sellers

Gather, stabilize, maintain, and interpret data and information from a variety of sources

Develop analyses and reports to enhance client understanding of market trends and investment opportunities and prepare presentations for use at client meetings

Read, abstracts and analyzes complex legal real estate related documentation to include financing/loan agreements and mortgage documents

Prepare clear, concise, and presentation ready documentation and spreadsheets that support and explain the basis of the analyses for use in client presentations, proposals and/or reports

Participate with team in client meetings to present and discuss analyses as needed. May discuss analysis summaries and findings with clients

Assist in the quality control effort to ensure that all client presentation materials are professional, accurate, high impact and reflect the standards of quality

Enter and maintain weekly new on market listings and sales comps

Train new hires and junior analysts

Field financial and market questions from clients and potential buyers


Bachelor's degree from a four-year college or university and a minimum of 8 years related experience.

Previous Supervisory experience preferred.

Knowledge of Capital Markets industry.

The Financial Analyst will be a motivated individual with demonstrated experience in real estate financial modeling skills preferred

Aptitude for financial analysis, especially financial modeling skills preferred

Strong written, verbal, and presentation skills preferred

Exceptional attention to detail and organizational skills preferred

5+ years of experience in financial modeling for commercial real estate investments, with an emphasis multifamily preferred
Real Estate license preferred to perform

Collaborative and team-oriented preferred

Demonstrated analytical and financial modeling experience preferred

Experience in preparing offering memoranda and detailed valuation presentations preferred


Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.

Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures. Ability to forecast and prepare budgets. Conducts financial/business analysis including the preparation of reports.

Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.

Proficient in Microsoft Suite Products including: Word, Excel, Power Point and Outlook.

Focus on project planning and execution within time and budget constraints. Adept at problem solving and decision making.

Prior experience in commercial real estate/capital markets marketing or financial analysis required.

Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results. Responsible for setting department deadlines. Errors in judgment may cause long-term impact to co-workers, supervisor, department and/or line of business.

Equal Opportunity and Affirmative Action Employer
Women/Minorities/Persons with Disabilities/US Veterans