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Franklin Templeton · 4 months ago

Senior Analyst - Transactions

Dallas, Texas, United States of America

Full-time

Onsite

Entry, Mid Level

2+ years exp

Clarion Partners, a leading real estate investment manager owned by Franklin Templeton, is seeking a Senior Analyst - Transactions. The role involves assembling and modifying cash flow projection models, conducting due diligence on new investments, and monitoring the financial performance of properties and portfolios.

Financial ServicesHedge FundsProfessional ServicesWealth Management

Responsibilities

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

Qualification

Financial analysisFinancial modelingInvestment underwritingExcelArgusProactiveInterpersonal communicationWriting skillsSelf-motivatedWork ethic

Required

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 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