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Financial Associate Apply Now

Industry: Commercial Real Estate/Finance
Location: Currently working remote from home but will transition into Buckhead office at some point in the coming days.
Required Skills:
Preferred Skills:
Education: Bachelor's
Salary: To $65K DOE plus 7.5% targeted bonus and excellent benefits

Commercial real estate services firm which provides asset management, loan servicing, due diligence and customized advisory solutions to commercial real estate lenders and investors for 25+ years seeks to hire a Financial Associate. Joining their Credit & Asset Management team of analysts in their Atlanta office you'll work hand-in-hand with Asset Managers to provide best in class service to their clients. Currently working remotely but will be returning to their Buckhead offices in the coming days.


Analysis of property level financial statements including operating statements, balance sheets and rent rolls
Analysis of property operations vs. operating budget and market
Critique/tracking of operating and construction budgets
Reconcile and review loan draws for funding of construction, leasing and capital costs
Prepare monthly and/or quarterly reporting packages
Review leases and prepare appraisal recommendations
Interact with property managers, leasing agents and borrowers and client representatives
Conduct property site inspections and market research
Interact with other employees, clients and 3rd parties


Bachelor's degree
Minimum 1-3 years relevant experience
Understanding of commercial real estate transactions and industry terms
Advanced proficiency in Excel, including ability to build complex MS Excel worksheets
Proficiency in MS Word and Outlook
Solid analytical skills
Ability to multi-task and meet deadlines
Desire to succeed in a team-structured, fast-paced environment
Strong written and oral communication skills with ability to explain complex concepts

Preferred Qualifications...

Academic background in finance, business, accounting, economics or real estate
Construction administration experience including lending and investment strategy
Knowledge of complex financial calculations (e.g., IRR. ROI, COC)
Attention to detail, analytical mindset and ability to work independently as well as in a team environment

Company offers a salary to $65K DOE, plus 7.5% targeted bonus and excellent benefits

For IMMEDIATE consideration please forward your resume in confidence to The hiring process and due diligence will be handled via phone and/or Skype/Zoom.


Keywords: financial associate, commercial real estate, loan servicing, asset management, due diligence, customized advisory solutions, commercial real estate lenders, investors, finance, credit, financial statements, operating statements, balance sheets, rent rolls, property operations, operating budget, construction draws, leasing, capital costs, quarterly reporting, loan draws, reporting packages, appraisal, Excel worksheets, analytical skills, business, accounting, economics

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