Financial Analyst, Development Investment

Financial Analyst

Our Financial Analyst role is responsible for supporting team members with research and analytical support associated with acquisitions, development projects, and/or asset management in the Northeast Market.

What You'll Do:

• Assist leadership with ad hoc projects and business initiatives by conducting research, gathering data, performing analysis, preparing presentations, and providing actionable insights to support strategic business objectives.
• Perform financial analysis of acquisition, development, and investment opportunities through detailed financial modeling, cash flow analysis, and application of valuation methodologies.
• Support acquisition and development due diligence efforts by organizing transaction documentation, reviewing lease abstracts, validating underwriting assumptions, and analyzing property-level financial information.
• Conduct market research and evaluate economic, demographic, and competitive trends to support investment decisions, business strategies, and project underwriting.
• Assist in the preparation of investment proposals, presentations, and other materials for internal stakeholders, investors, lenders, and investment committees.
• Support transaction execution through review, redlining, tracking, and coordination of term sheets, purchase and sale agreements, loan documents, leases, and other legal and transactional documents.
• Assist with portfolio and asset management activities by maintaining project budgets, forecasts, and performance data.
• Analyze leasing activity, property performance, capital expenditures, and investment outcomes to support asset management and strategic decision-making.
• Leverage AI-powered tools and technologies to enhance productivity, automate routine processes, improve data analysis, identify process improvement opportunities, and support informed business decisions.
• Assist business office with maintaining company's proprietary asset management system (ELITE) data and information, including updated project budgets and forecasts.
• Other duties may be assigned.
• Work Environment & Travel: Role is primarily in office with expected travel to job sites within the region.

What You'll Need:

• Education & Experience:
• Bachelor's degree in business, accounting, finance, or marketing from appropriate 4-year college program.
• It is preferred, but not required, for candidates to have at least one year of experience in a commercial real estate, finance, investment, or consulting role that required strong analytical, financial, and project management skills.
• Entrepreneurial Spirit:
• Self-motivated attitude and mentality
• Action-oriented, productive, decisive, inspirational, innovative, and self-sacrificing
• Ability to embrace change, critical questioning, and continuous improvement
• Financial Knowledge:
• Demonstrated understanding of financial and real estate terms and principles
• Ability to calculate intermediate figures such as percentages, discounts, present value, internal rates of return, and/or commissions
• Ability to analyze financial statements from outside sources
• AI Implementation:
• Experience leveraging AI tools and automation technologies to improve efficiency, generate ideas, create agents and workflows, and support process improvement initiatives.
• Problem Solving Skills:
• Ability to comprehend, analyze, and interpret business documents and financial analysis
• Ability to solve problems and progress projects in complex, ambiguous situations
• Ability to prioritize activities to best support the company's business.
• Communication Skills:
• Support TCC senior team members and company clients by communicating effectively throughout the development process
• Ability to conduct research and draft reports, presentations, and other forms of internal and external communication using a distinctive style
• Ability to provide efficient, timely, reliable, and courteous service to coworkers and partners
• Ability to respond effectively to sensitive issues
• Demonstrated strength in both written and verbal communication
• Strong organizational and time management capabilities
• Project Management Skills:
• Ability to work with multiple stakeholders to create achievable project schedules, track milestone dates, and meet project deadlines
• Ability to manage multiple consultants and synthesize information and report out status and key decision points to senior members
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

Trammell Crow Company carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for this position is $90,000 annually and the maximum salary for the position is $115,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates may also be eligible for a discretionary bonus based on TCC's applicable benefit program.

Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at View email address on talent.com or via telephone at View phone number on talent.com (U.S.) and View phone number on talent.com (Canada).