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Real Estate Financial Analyst

Salary
Competitive
Employment
Full Time
Real Estate Field
Location
San Francisco
 CA
Postal Code
94105
Country
United States

This job is no longer active.

Description


We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Real Estate Analytics team provides analytical support for all real estate decisions of the firm, as well as providing demographic and strategic analysis in support of the branch network.

What you’ll do:

  • Conducting financial analysis of real estate project proposals, some simple and some highly complex, ensuring all reasonable alternatives are considered, and present results and recommendations to management
  • Preparing formal approval requests for lease renewals and capital projects
  • Conducting demographics analysis in support of market and site selection for branch real estate
  • Participating in real estate strategic planning and other special projects as required

What you have:

  • Proficient in Microsoft Excel, with ability to build complex models from scratch
  • Proficient in Microsoft Word and PowerPoint
  • Comprehensive knowledge of commercial office and retail real estate, and familiarity with commercial property valuation methods
  • Familiarity with GAAP for real estate and leases
  • 3+ years of experience as a financial analyst, with a background in NPV, IRR, P&L, tax vs. book, payback calculations
  • Familiarity with MapInfo, MS Access software and demographic analysis a plus, but not required
  • Ability to thrive in a fast-paced environment with firm deadlines
  • Strong attention to detail and accuracy are key requirements of this position
  • Strong analytical and problem-solving skills
  • Ability to work independently and manage multiple priorities and deadlines
  • Strong presentation and communication skills, with ability to anticipate questions and come prepared with the answers

What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life


Learn more about Life @ Schwab.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Please click here to see policy). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

If you need an accommodation in the application process, please email accommodations@schwab. com or call HR Direct at 800-725-3535.

 

Job Sector


 

Experience


2+ to 5 years


This job is no longer active.

Technology / Market Research Retail San Francisco Full Time CA Corporate Services, Financial Analysis, Research/Market Analysis Real Estate Financial Analyst other