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, 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/maintain portfolio models
Assist with financing and disposition transactions
Assist with preparation and review of portfolio level and client reports
Prepare ad-hoc reports when needed
Assist with special projects as needed
Projections: Assemble and modify cash flow projection models with respect to an investment, utilizing both Argus and Excel. Utilize judgment, develop and form strong opinions on various underwriting assumptions and appropriate pricing/return parameters
Investment Memoranda: Prepare and assist in the presentation of Preliminary and Final Investment Memoranda to the Investment Committee and to Portfolio Management personnel. Involves substantial data review and writing
Assist with financing
Prepare ad-hoc reports when needed; assist with special projects 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’s degree in real estate or finance; advanced degree is a plus
Senior Analyst Experience: 2 years 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 for all stakeholdersExperience 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
Candidates 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
Must possess the ability to undertake detailed analyses and to make well-reasoned, decisive recommendations to senior managementExcellent writing skills, financial/quantitative skills, and fluency in Excel and Argus software are required
Must be able to efficiently work with a minimum of supervision, and to allocate time between multiple tasks/demands, changing priorities, and tight deadlines; an ability to concurrently pursue multiple opportunities is required
If based in New York, the base salary range for this position is USD $115,00 - $120,000. Actual base salary offered will be determined by several components including but not limited to the candidate's experience, job-related knowledge, and qualifications. Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Total compensation may vary based on role, location, and individual performance. For roles located outside of…