Financial Analyst/Transaction Manager – Investment Sales & Capital Markets

Reports To: Vice Chairman of Investment Sales & Capital Markets

Basic Function: Assist members of the Investment Sales & Capital Markets Team (the “Team”) with real estate assignments as required. 

Experience/Education: Bachelor’s or associate degree required with emphasis in a business-related field such as real estate, finance, accounting, or marketing preferred. 

Specific Skills: Proficiency in Microsoft Office Suite, fundamental understanding of finance and marketing, excellent organizational, analytical, written, and verbal communication skills required.  Prior experience with Rethink contact database, CoStar and Crexi listing services, and ARGUS financial software preferred. 

Job Requirements: Position requires the use of employee’s vehicle for travel to and from various locations.  Must have valid driver’s license with statutory insurance coverage and a driving record that indicates consistent responsible operation of a motor vehicle. 

Essential Job Functions:

• Assist the Team with financial analysis and valuations of investment properties utilizing Argus software and Excel based financial modeling. 
• Assist the team with data collection, analysis, reporting and real estate consulting. 
• Management of the Team’s database of comparable investment sales. 
• Management of the Team’s database of active investment offerings and investors. 
• Research, update and maintain investor/owner contact database for the Team. 
• Assist in the management, pursuit, and development of business opportunities for the Team. 
• Assist the Team in preparation of Broker Opinions of Value and listing proposals/presentations. 
• Assist the Team in preparation of Offering Packages for investment sales transactions. 
• Coordinate and assist in preparation of the Team’s marketing materials, digital marketing efforts, research reports, listing agreements and sale contracts. 
• Assist in transaction management for the Team including coordination of client reporting, tracking of key dates, coordinate delivery of due diligence materials and closing documentation.
• Assist the Team in preparation of financial proformas for build-to-suit and other development opportunities. 
• Assist in loan analysis, documentation, closings, and administration. 
• Assist the Team in market research, preparation of Request for Proposals (RFPs), proposal comparisons, lease analysis, transaction management, lease administration and reporting for corporate service clients. 
• Other duties may be assigned.

Specific Departmental Responsibilities:

• Obtain Missouri and Kansas Real Estate Licenses.
• Become a team player within Newmark Zimmer (“NZ”) and attend NZ corporate functions, NZ Sales & Leasing Division meetings as requested and NZ Investment Sales and Capital Markets Team meetings. 
• Become active in a charity and/or civic group for networking opportunities.

ZRES Management, Inc. is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce. Our employees are offered competitive compensation, health and welfare benefits, paid time off, and professional development opportunities.