Senior Analyst - Transactions at Franklin Templeton | NY, US | Rezi

Senior Analyst - Transactions at Franklin Templeton

Senior Analyst - Transactions

Franklin Templeton · NY, US

2 weeks ago

Senior Analyst - Transactions

Franklin Templeton · NY, US

15 days ago
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About the Role

Clarion Partners, a real estate investment manager with over 40 years of experience, is seeking an Analyst to join their team. This role involves assembling and modifying financial models, assisting with due diligence, preparing investment memos, and monitoring portfolio performance. The position offers the opportunity to contribute to investment strategies and client reporting within a dynamic environment.

Responsibilities

  • Assemble and modify discounted cash flow projection models using Excel and Argus.
  • Assist with due diligence for new investments, including reviewing third-party reports, leases, and market research.
  • Assemble and draft investment memos for committee presentations.
  • Monitor and analyze the financial performance of properties and portfolios.
  • Create and maintain portfolio models.
  • Assist with financing and disposition transactions.
  • Assist with the preparation and review of portfolio and client reports.
  • Prepare ad-hoc reports.
  • Assist with special projects.
  • Utilize judgment and develop strong opinions on underwriting assumptions and pricing/return parameters.
  • Prepare and assist in the presentation of Preliminary and Final Investment Memoranda.
  • Allocate up to 25% of time to asset management, portfolio management, or research tasks.

Requirements

  • Bachelor’s degree in real estate or finance.
  • 2 years of postgraduate experience.
  • Strong skills in financial analysis and modeling.
  • High competency in preparing cash flows.
  • Proven track record of success deploying capital into investments that generate projected returns and create long-term value.
  • Experience in investment underwriting for commercial and residential asset types.
  • Experience underwriting development opportunities is preferred.
  • Experience in preparing written investment recommendations and participating in investment opportunity presentations.
  • Proactive and self-motivated with a strong work ethic.
  • Ability to execute effectively in a fast-paced, deadline-driven environment.
  • Strong interpersonal communication and writing skills.
  • High degree of integrity.
  • Ability to undertake detailed analyses and make well-reasoned, decisive recommendations.
  • Excellent writing skills.
  • Financial/quantitative skills.
  • Fluency in Excel and Argus software.
  • Ability to work efficiently with minimal supervision.
  • Ability to allocate time between multiple tasks and changing priorities.
  • Ability to concurrently pursue multiple opportunities.

Skills

  • Financial analysis
  • Financial modeling
  • Cash flow preparation
  • Investment underwriting
  • Excel
  • Argus
  • Interpersonal communication
  • Writing

Location

  • New York

Work Type

  • Full-time

Experience Level

  • 2 years postgraduate experience

Education Level

  • Bachelor's degree in real estate or finance
  • Advanced degree is a plus

Salary/Compensations

  • USD $115,00 - $120,000

Benefits

  • Highly competitive and expansive health care coverage
  • Comprehensive 401K
  • Company-sponsored volunteer opportunities
  • Individual volunteer time off
  • Parental leave
  • Childcare programs
  • Other benefits and discount purchase programs

About the Company

  • Clarion Partners has been a leading real estate investment manager for over 40 years.
  • Headquartered in New York, the firm maintains strategically located offices across the United States and Europe.
  • Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe.
  • Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech.
  • Clarion Partners is committed to fostering an inclusive environment.
  • We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Equal Opportunity

  • Clarion Partners is an Equal Opportunity Employer.
  • We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.