A Day In The Life Of A Senior Financial Analyst At Berkadia
A senior financial analyst at Berkadia spends their day heavily involved in "financial analysis," including underwriting "larger, more institutional deals," producing marketing materials like broker opinions of value (BOVs), and maintaining constant client communication and outreach. This involves detailed tracking, market research, and ensuring accuracy in all materials before release to clients.
Financial Analysis, Client Communication, Underwriting, Market Research, High Attention to Detail
Advizer Information
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Sydney Ladrech
Senior Financial Analyst
Berkadia
California Polytechnic University, San Luis Obsipo
N/A
Business Management & Admin
Real Estate
Real Estate
Video Highlights
1. A Senior Financial Analyst's day involves significant financial analysis, including underwriting and client communication for large deals.
2. They play a crucial role in producing marketing materials, ensuring accuracy in documents like Broker Opinions of Value (BOVs) and offering memorandums.
3. The work includes substantial client interaction, market research (both independently and for clients), and tracking potential buyers for properties, necessitating strong communication and organizational skills
Transcript
What does a day in the life of a senior financial analyst look like?
I'd say it's heavy on the financial analysis. I run point on all of the underwriting.
We have another analyst on our team that will underwrite other deals, but for the most part, the larger, more institutional deals, I run point on the underwriting and client communication. This includes getting all the source information and asking questions to refine our underwriting.
I also run point on the production of the marketing materials. I'm the first and the last set of eyes that goes over every broker opinion of value, which we call BOVs, or offering memorandums. Once it's out there, you really can't take back any errors or missteps, so there's high attention to detail there.
Then there's client communications; we're in constant contact with all of our clients on the various deals we have listed and buyer outreach. A good amount of my time is also spent going through our tracking reports, adding different groups to it, and making sure all the groups we think would be interested in a certain property are engaged.
This involves making sure they're going through their underwriting, checking their assumptions, and sussing out where the interest is. A lot of this is done through calls and emails.
Market research is also done as needed. Sometimes for our own purposes or for clients, they'll reach out and ask for a summary of market reports. It's mutually beneficial for us to provide this to our clients who give us business.