Senior Financial Analyst & Team Manager jobs in United States
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Colliers · 1 month ago

Senior Financial Analyst & Team Manager

Colliers is a leading real estate services and investment management company, and they are seeking a Senior Financial Analyst & Team Manager to join their multifamily advisory team. This role involves leading financial analysis, underwriting, and marketing initiatives while ensuring operational excellence and client satisfaction.

Commercial Real EstateProperty ManagementReal Estate
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Responsibilities

Build and maintain sophisticated financial models for multifamily assets, including scenario, sensitivity, and valuation analyses
Underwrite properties using historical operating statements, rent rolls, budgets, leases, and financing structures
Analyze market conditions, capital markets, and investor return requirements to inform pricing and strategy
Review and interpret complex real estate documents including leases, loan agreements, partnership documents, and offering materials
Evaluate value-creation strategies and provide actionable recommendations to ownership and clients
Analyze debt structures, including prepayment penalties, yield maintenance, defeasance, and refinancing scenarios
Research and interpret local and state tax regulations, reassessment triggers, and valuation methodologies
Oversee and execute all property and team marketing initiatives from concept through delivery
Lead the creation of offering memorandums, marketing highlights, pitch materials, and investor communications
Manage print, digital, email, social media, signage, and web-based campaigns with consistent brand standards
Coordinate photographers, videographers, designers, copywriters, and other vendors to ensure premier presentation quality
Track marketing performance and ROI, providing insights and recommendations for optimization
Support agent branding, campaign launches, and strategic positioning efforts
Manage transactions from Letters of Intent through escrow closing, ensuring accuracy, compliance, and timeliness
Coordinate inspections, appraisals, buyer diligence, escrow timelines, and lender communications
Prepare and submit contracts, disclosures, and transaction documentation in compliance with brokerage, state, and local regulations
Proactively identify and resolve issues to keep transactions on track and clients informed
Serve as the central communication and workflow hub between the team leader, brokers, analysts, marketing staff, and interns
Design, implement, and continuously improve systems, workflows, checklists, and operating procedures to support scale
Oversee CRM systems, databases, deal pipelines, marketing outreach, and transaction records
Ensure quality control, consistency, and accuracy across all underwriting, marketing, and client deliverables
Manage task prioritization, project flow, and delivery timelines across multiple concurrent assignments
Support leadership with operational strategy, execution, and day-to-day management
Lead client experience initiatives, follow-up systems, and post-closing engagement strategies
Act as a trusted advisor to the team leader, offering proactive insights, recommendations, and solutions

Qualification

Commercial real estate underwritingTransaction managementFinancial modelingReal estate valuationAdvanced Excel proficiencyCRM platforms experienceDigital marketing toolsProactive mindsetProject management skillsWritten communication skillsVerbal communication skillsOrganizational skillsDetail-orientedTeam collaboration

Required

3+ years of direct experience in commercial real estate underwriting, transaction management, or high-level marketing; multifamily experience
Bachelor's degree in Real Estate Finance, Business Administration, Economics, Marketing, or a related field
Commissioned salespeople and analysts are highly encouraged to apply
Advanced proficiency in Excel and Microsoft 365; experience with InDesign / Adobe Creative Suite is a plus
Strong understanding of real estate valuation, capital markets, debt structures, and cash-flow analysis
Exceptional organizational and project-management skills with the ability to manage competing priorities
Excellent written and verbal communication skills
Highly professional, proactive, discreet, and detail oriented
Tech-savvy with experience using CRM platforms, transaction management software, and digital marketing tools
Proven ability to lead, collaborate, and serve as a liaison across multiple functional teams
Strong analytical rigor with high standards for data accuracy and quality control

Benefits

Additional variable bonus participation is available and determined by experience and performance on the job.

Company

Colliers

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Colliers International operates as a global real estate specialist and investment management company.

Funding

Current Stage
Public Company
Total Funding
$300M
2024-02-22Post Ipo Equity· $300M
1995-01-20IPO

Leadership Team

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Badal Yagnik
Chief Executive Officer & Managing Director, India
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Davoud Amel-Azizpour
Chief Executive Officer EMEA
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Company data provided by crunchbase