Estate Analyst Job Description

Estate Analyst Job Description

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Estate analyst provides basic IT support to staff related to excel word, google sheets and email.

Estate Analyst Duties & Responsibilities

To write an effective estate analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included estate analyst job description templates that you can modify and use.

Sample responsibilities for this position include:

Performing asset data remediation in Windows, Linux, Solaris and AIX technologies troubleshooting and issue follow up for the above by managing change, providing updates, data accuracy within Service Now
Acting as a point of knowledge within the team and wider function on the data flow and the wider tool teams to enable data accuracy available
Working on the technical decommission of the platforms within the technology estate, keeping accurate and clear records of the work done so that full recovery on the estate is done
Working with support areas to remediate the inventory via galaxy, CCS, Bladelogic, to ensure the accuracy of the asset management is maintained and continually improved
Prepare New Store CARs as crucial complement to investment case presentations at the monthly Real Estate meeting
Compile details on actual and forecasted monthly Store Building costs obtained from the construction department to produce the Monthly Capital Expenditure Forecasting
Analyze and explain variances from CAR
Prepare and investigate store capital accruals
Directly support the Leasing team on financial analyses including landlord reviews and packages
Partner with respective business partners to forecast and provide variance analyses for store occupancy costs

Estate Analyst Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Estate Analyst

List any licenses or certifications required by the position: FMV, CFA, CRE, PMP, ESRI, LEED, US, UCC, M&A, USPAP

Education for Estate Analyst

Typically a job would require a certain level of education.

Employers hiring for the estate analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Real Estate, Finance, Business, Economics, Business/Administration, Accounting, Education, MBA, Engineering, Management

Skills for Estate Analyst

Desired skills for estate analyst include:

Excel
Word
Microsoft Excel
Outlook
MS Excel skills
Accounting and finance is mandatory
Word and PowerPoint
Procedures
Commercial real estate
MS CRM and Visio

Desired experience for estate analyst includes:

Bachelors Degree (Finance, Accounting, Business Administration)
2 years experience as financial analyst (ski industry or real estate experience not required but is a plus)
Responsive to email, occasional travel assignments, and ability to prioritize workload
Under the direction of Retirement's Real Estate Director, collaborates with Corporate Facilities Project Managers and building management to schedule and coordinate trades as needed during the space planning process, movers, furniture installers, electricians, voice/data personnel and building security
He/she will have the responsibility for maintaining the investment model for each project from acquisition to disposition, as a point person working within the Real Estate team coordinating with Fund Administration Team (Business Operations)
He/she will report to Head of Asset Management team, Real Estate department

Estate Analyst Examples

1

Estate Analyst Job Description

Job Description Example
Our growing company is hiring for an estate analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for estate analyst
  • Prepare high quality Power Point presentations and present Corporate Real Estate data to the Bank’s Executive team
  • Maintain proforma template and market assumptions
  • Maintains and utilities database to properly bill for pro-rated share of utilities (gas and electric, potable and reclaimed water, DI water)
  • Acts as a liaison between the company and various landlords
  • Reviews and reconciles rent and common area maintenance (CAM) charges
  • Work as part of a Real Estate Investment team to provide in-depth analysis of potential real estate transactions
  • Perform financial modeling and analysis of potential real estate transactions
  • Track and report information relevant to real estate transactions
  • Interact professionally both internally and externally with senior management, originators, borrowers and investors
  • Acquire title and ownership information from outside sources as required
Qualifications for estate analyst
  • Experience within UK market Real Estate preferred
  • Experience of independently sourcing real estate investment preferred but not required
  • Entrepreneurial and desire to learn through experience
  • This position does not require frequent travel, less than 10%
  • 1-3 years of analytical experience within real estate
  • Experience running models in Argus preferred
2

Estate Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of estate analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for estate analyst
  • Review and approve all rent steps, percentage rent and escalation billings from Landlords
  • Prepare occupancy costs budgets and all variance reports
  • Manage the Real Estate database and ensure the integrity of its information
  • Track & report on renewals, closures and relocation
  • Provide support with renewal process as assigned
  • Provide support for site acceptance, closures and relocations as assigned
  • Conduct Operating Expense audits and negotiate audit findings with client and its landlord to ensure sufficient credits and appropriate charges are made
  • Assist local management teams in their completion of various small construction projects including, but not limited to, addressing lease compliance, landlord approval, vendor contracts and payment guidelines
  • Assist RE Construction and Development teams in completion of large construction projects as it relates to lease compliance
  • Assist in the evaluation of potential investment opportunities
Qualifications for estate analyst
  • Education Background CS / CA/ CA Intern
  • On contract for 6 months
  • Knowledge of GIS terminology, concepts and database administration as related to business or real estate
  • Demonstrate initiative and reflects a sense of urgency in daily duties by meeting or improving upon deadlines
  • Fundamental knowledge in finance and global investments is a must
  • Candidate must be comfortable with working with large amounts of data in which attention to detail is crucial to ensure data quality in the products we deliver
3

Estate Analyst Job Description

Job Description Example
Our company is looking to fill the role of estate analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for estate analyst
  • Be a proponent for automation, aid in connecting systems and improving procedures where applicable
  • Liaison with business partners such as Finance, IT, Human Resources, and Workplace Services to ensure alignment of process and procedures related to system navigation
  • Supports new loan closings from post-closing
  • Analyze real estate investment opportunities (equity and debt) within the Credit Fund business by building financial models
  • Create one-page investment memoranda to summarize analytic findings for senior management
  • Work with senior members of group to decide which investment opportunities should be sent to senior management for review based on analysis of deal and financials
  • Work with the investment team to determine the structure of the investment
  • Review legal documents with outside counsel and financial sponsor groups to ensure that financial terms, liabilities and representations are favorable to Fortress in order to close new investments
  • Underwrite and value real estate
  • Participate in regular meetings with senior management on valuation and structure of the deals
Qualifications for estate analyst
  • Education and Experience –A Bachelor’s degree in Finance or Real Estate Development and one year of related experience is required
  • Interprets business challenges, identifies trends and recommends best practices
  • Makes decisions that have cross-functional impact
  • Bachelor’s Degree required with Accounting, Finance and/or Real Estate coursework
  • Comfort working in a fast paced, demanding environment
  • Must have vehicle for travel to various bank properties in this area and to attend meetings with Bank and 3rd party professionals
4

Estate Analyst Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of estate analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for estate analyst
  • Extract and manipulate data from various sources
  • Assist in coordinating and launching syndicated transactions
  • Lease Analyst (50%) -- Own the monthly rent roll process by reviewing and processing payment submission by 3rd party lease administrator
  • Exhibit a strong understanding of financial terms and principles necessary in real estate including Discounted Cash Flow, IRR, NPV, Time Value of Money, Analyze and interpret various types of real estate documents, including leases, contracts and financial statements
  • Self-motivated to solve problems
  • Complete review, analysis and approval of due diligence materials related to loan submission
  • Complete the underwriting narrative and model with oversight from underwriters
  • Create and analyze operating spread, rent roll analyses and financial information
  • Analyze, underwrite and close borrower requests, and negotiating loan terms in manner which adheres to GNW’s rigorous risk policies ensuring the terms remain commercially reasonable
  • Review, negotiate and coordinate the satisfactory completion of various types of legal and third party documents with borrowers, legal counsel and third party providers
Qualifications for estate analyst
  • Computer skills, analytical skills, organization and prioritization skills, communication skills and negotiation skills
  • Legal lease language, Real Estate best practices, Real Estate database platforms and spreadsheets
  • Real estate experience in a financial capacity is a must
  • PC Proficiency with MS Office and financial analysis software
  • Certifications not required but a plus (i.e., CFA, MAI, CPM)
  • 3-5 years of experience as a Real Estate Investment Analyst
5

Estate Analyst Job Description

Job Description Example
Our growing company is hiring for an estate analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for estate analyst
  • Assist with ad hoc special projects as they arise
  • Maintain monthly rent payments and adjustments
  • Periodic CAM reconciliations
  • Liaison to landlords
  • CPI calculations
  • Percentage rent calculations
  • Tenant billings and full year reconciliations
  • Accounts payable audit responsibilities
  • Assist with occupancy cost budgeting and payment reconciliations
  • Ability to interpret Lease terms
Qualifications for estate analyst
  • Strong organizations skills, attention to detail, ability to juggle multiple tasks, respond to changing priorities, and meet tight deadlines
  • Professional and effective writing, presentation, and communication skills
  • Comfortable and successful in a team environment
  • Ability to work independently and to proactively seek new responsibilities
  • Willingness and ability to travel occasionally is required
  • Self-motivated and comfortable multi-tasking in a work environment with strict deadlines

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