Most Important Skills For a Senior Financial Analyst at Berkadia
Sydney, a Senior Financial Analyst at Berkadia, emphasizes the importance of strong communication skills—both written and verbal—alongside effective time management in juggling multiple deadlines and client needs. Adaptability is also key, as the work requires responsiveness to varied client expectations and priorities, with Sydney noting the need to "respond on the nose" for some while others require a more hands-off approach.
Communication, Time Management, Customer Service, Adaptability, Prioritization
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. Excellent communication skills (written and verbal) are essential for interacting with clients and colleagues.
2. Strong time management abilities are crucial for juggling multiple deadlines and priorities.
3. Adaptability is key, as each deal and client presents unique challenges and needs requiring prioritization and effective communication to manage expectations
Transcript
What skills are most important for a job like yours?
I'd say communication is really crucial, both written and verbal. Time management is also important.
We're oftentimes juggling several different deadlines between BOV deliveries. The client needs it by a certain day because they're meeting the next day to discuss X, Y, and Z.
We also need to get properties to market and get offer memorandums buttoned up and out the door. This includes pushing along PSA negotiations for deals that are already under contract or awarded and working towards being under contract.
Customer service is also key, along the lines of communication. We need to manage client expectations and be communicative, rather than just delaying responses they need.
Being adaptable to different situations is important too. Every deal and client is very different, and their needs for those deals vary. So, being able to prioritize is crucial.
For example, you might have a client who emails every day and needs an immediate response, or clients who are more laid back and trust your process. Just being adaptable is pretty crucial. That kind of sums it up.