Main Responsibilities of a Senior Financial Analyst at Berkadia
Sydney, a Senior Financial Analyst at Berkadia, describes their role as more of an "associate position," focusing on supporting senior brokers through "financial analysis, marketing, production, marketing materials, or client communication," essentially acting as a vital support system within a small, collaborative team. This involves managing workload distribution, allowing senior team members to focus on higher-level tasks.
Financial Analysis, Teamwork, Client Communication, Marketing, Support
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Sydney Ladrech
Senior Financial Analyst
Berkadia
California Polytechnic University, San Luis Obsipo
N/A
Business Management & Admin
Real Estate
Real Estate
Video Highlights
1. Supports senior brokers through financial analysis, marketing, and client communication
2. Works in a collaborative team environment, assisting colleagues to meet deadlines
3. Plays a key role in a team structure, providing support to those above and delegating tasks to those below
Transcript
What are your main responsibilities within your current role?
My main responsibility now, with the technical title of Senior Financial Analyst, is really more of an associate position. It's just kind of a formality.
I mainly support the senior brokers on our team. This involves doing financial analysis, marketing, and creating marketing materials. It also includes client communication.
My job is to take tasks off their plate. Then, another analyst behind me does the same for me. There's also a fairly senior broker on the team in between me and the senior partners.
That's just how our team functions. We're a team of five, very small and tight-knit. We're all working together towards one goal, helping each other out where we can to meet all our deadlines.