financial analyst

Purpose and Job Summary 

Lument, a subsidiary of ORIX USA, provides comprehensive capital solutions for multifamily, affordable, seniors and health care real estate.  This includes a full suite of financing and strategic solutions such as investment banking, mortgage banking, private equity, a variety of direct balance sheet lending potions, investment sales, and mergers and acquisitions.

The Financial Analyst is focused exclusively on the sale of commercial real estate transactions. This position will have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, and preparation of offering memorandums, marketing, and term sheet negotiation, closing and client meetings/events. Will work in a high-energy, team-focused environment.

Essential Duties & Responsibilities

• Prepare investment sales advisory packages and submissions for commercial real estate transactions, including research, financial modeling and composition of executive summaries.
• Responsible for complex financial modeling of commercial real estate transactions and utilize market and data / comps to correctly underwrite a transaction including Internal Rates of Return.
• Responsible for the preparation of valuation analysis and marketing materials for Broker Opinion of Value (BOV's), Offering Memorandums (OM's), and working with investor clients to understand current and probable future value of investment real estate assets.
• Manage the due diligence process and be the driving force in working through the marketing and closing processes for each transaction, and be in constant communication with the Producer, the team and the Client. Use this information from the marketing process to assist clients in making decisions related to their business plan and capital structure.
• Must be technically proficient in use of databases and be able to effectively identify what data from this system will be useful to determine trends and for preparation for pitches and meetings.
• Must understand and review real estate documents (historical financial operating reports, leases, loan documents, appraisals, etc.) to determine the best path forward given the nature of the issue and have above average level of skill in Excel.
• Develop and recommend financing alternatives to present to the Producer and the Client.
• Begin to build client network within the industry through meetings, events and involvement in real estate trade organizations.
• Participate in weekly office meetings with Producers to discuss deal flow, deal status, market conditions and review new client leads.
• Work professionally and harmoniously with team and coworkers.
• Other projects and duties as assigned.

Contacts

• This position has frequent contact with all levels of employees and management. In addition, this role interacts with outside business partners, vendors, consultants, and other office visitors.

Education, Skills & Experience

Required

• Bachelor of Science degree in Real Estate, Finance or Business Administration, or related field required.
• Minimum of two years’ experience in a financial analysis environment; mortgage or commercial real estate industry preferred.
• Self-motivated, team-oriented, and strong time management skills to prioritize deadlines and operate in high pressure environments.
• Excellent organizational, interpersonal quantitative, writing, and communication skills; able to interface with top level executives.
• Strong writing skills with ability to communicate analytical and marketing data effectively.
• Strong research, analytical, and problem-solving skills. Ability to analyze qualitative and quantitative information.
• Ability to be a self-motivated and independent worker with a team player attitude.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.