Senior Analyst – Transactions Full Time NEW

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, giving us many ways to help investors make progress toward their goals.

Position Overview:

• Assembling and modifying discounted cash flow projection models with respect to an investment, utilizing both Excel and Argus
• Assist with all due diligence relating to new investments including but not limited to the review of third party environmental and engineering reports, title, survey, historical financial statements, leases, and market research
• Assembling and drafting investment memos to be presented to Clarion Partners and client investment committees
• Monitor and analyze the financial performance of properties and portfolios
• Create and maintain portfolio models
• Assist with financing and disposition transactions
• Assist with preparation and review of portfolio level and client reports
• Assist with special projects and prepare ad-hoc reports as needed
• Up to 25% of the analyst’s time may be spent on asset management, portfolio management, or research tasks

Candidate Profile | Minimum Requirements:

• Education: Bachelor Degree in real Estate or Finance
• 2 years postgraduate experience
• Strong skills in financial analysis and modeling; high competency in preparing cash flows
• Minimum two years’ experience as an investment analyst in a major real estate firm in either acquisitions or a hybrid acquisitions and asset management role
• Proven track record of success deploying capital into investments that generate projected returns and create long-term value for all stakeholders
• Experience in investment underwriting both commercial and residential asset types. Experience underwriting development opportunities is preferred
• Experience in preparing written investment recommendations and participating in investment opportunity presentations
• Candidate should be proactive and self-motivated with a strong work ethic and possess the ability to execute effectively in a fast-paced, deadline-driven environment
• Candidate must possess strong interpersonal communication and writing skills as well as a high degree of integrity