Financial Analyst & Underwriter (Self-Storage) (TN)

Matthews Real Estate Investment Services - Nashville, TN

Full-time

Nashville, TN

Administrative and Support Services

About the position

The Financial Analyst & Underwriter position at Matthews Real Estate Investment Services is a critical role focused on performing in-depth financial analysis to evaluate self-storage assets. The successful candidate will provide comprehensive financial and analytical support services, which include preparing broker opinions of value, data input, valuation, and conducting market research. This role requires a strong emphasis on quantitative analysis and financial modeling, ensuring that the analysis is not only accurate but also applicable in a practical business context. The Financial Analyst will be expected to have a thorough understanding of self-storage and commercial real estate fundamentals, enabling them to underwrite self-storage assets independently and manage client expectations effectively. In this position, the Financial Analyst will analyze, underwrite, and forecast property cash flows and valuations using advanced tools such as Excel or Argus. They will develop and maintain sophisticated financial underwriting models for commercial real estate asset valuation, break down and analyze profit and loss statements and rent rolls, and present their analyses to clients and buyers. The role also involves reviewing industry surveys, benchmarks, and economic and demographic trends to support the financial assessments. Additionally, the analyst will assist in the research and proofing of market intelligence for marketing materials, ensuring that all financial information is accurate before distribution to clients. The Financial Analyst will also be responsible for creating and executing broker financial underwriting training sessions as needed, updating and maintaining comparables for focus markets utilizing multiple data services, and organizing data analysis to draw objective conclusions and make informed recommendations. This position requires a detail-oriented individual who can effectively multi-task and maintain high standards of work product while meeting critical deadlines.

Responsibilities

• Analyze, underwrite, and forecast property cash flows and valuations using Excel or Argus analysis
• Develop and maintain sophisticated financial underwriting models for commercial real estate asset valuation
• Breakdown and analyze profit and loss statements and rent rolls
• Present and support analyses to clients and buyers
• Review industry surveys, benchmarks, and economic and demographic trends
• Actively assist in the research and proofing of market intelligence for marketing materials
• Assist with preparing and presenting the analysis, including graphics and charts, in a clear and concise manner
• Audit OMs and BOVs to ensure financial information is accurate before distribution to clients
• Create and execute broker financial underwriting trainings as needed
• Update and maintain comparables for focus markets utilizing multiple data services
• Organize and present data analysis, draw objective conclusions, and make recommendations as necessary
• Other duties as assigned

Requirements

• Must have a Bachelor's degree in Real Estate, Finance, Accounting, or Business Administration
• At least 3-5 years of analytical, quantitative, research, and technical skills in evaluating self-storage assets
• High-level experience working with Excel
• Must have excellent organizational, writing, and communication skills

Nice-to-haves

• A strong work ethic to thrive in a dynamic and demanding work environment
• Ability to meet critical deadlines
• Experience with data analytics such as demographics, competitors, industry, real estate trends, etc.
• Deep understanding of accounting and financial concepts
• Possesses a thorough understanding of self-storage and commercial real estate fundamentals
• Strong research, analytical, and problem-solving skills
• Detail-oriented and the ability to effectively multi-task, undertaking a large number and variety of tasks while maintaining the highest work product standards
• Must be proficient in MS Office Suite (Outlook, Word, PowerPoint, and Excel)
• Argus experience is a plus