Estate Analyst Resume Sample

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Izaiah Doyle
508 Barton Ville,  Chicago, IL
+1 (555) 744 0512

Work Experience

Analyst / Associate, Real Estate
12/2015 - PRESENT
Detroit, MI
  • Responsible for landlord account reconciliation process. Process includes: review of the general ledger and all associated sub ledgers in accordance with the legal contracts to verify accuracy of payments or billings; recommend necessary adjustments and work with Property teams to negotiate settlements when necessary; upon final determination, make corrections in JDE
  • Prepare detailed cash flow projections using Argus and Excel; modify financial models for multiple investment structures as necessary
  • Assist in the due diligence for all acquisitions and dispositions including comprehensive review of leases, property agreements, budgets and operating statements; coordinate with the legal and accounting teams to facilitate investment acquisitions and sales
  • Create cash flow projections using ARGUS and/or Excel
  • Author investor communications and marketing pitch books
  • Assist in the preparation of quarterly investor reports that include market outlooks and updates to assets and portfolios, analyze real estate trends and key drivers of value across the fund’s investments
  • Emphasis on communication skills (both oral and written) and ability to handle multiple assignments
  • Results orientated team player
Real Estate Fund Analyst
04/2010 - 08/2015
Houston, TX
  • Prepare and execute tax-reporting requirements (including taxable trusts) on all estate settlements in accordance with the Income Tax Act (Canada)
  • Help maintain accuracy on Invesco websites (intra and external), and any external and internal correspondence (i.e. Q & A’s, Administrative Guide for Back Office, Policy & Procedures etc.)
  • Evaluate system/process flows and recommend changes
  • Conduct research as required
  • Experience/knowledge of the European real estate market
  • An understanding of Commercial Real Estate (CRE) structuring and documentation
  • Analyze invoices and compare to lease language for compliance & cost savings
  • Correspond with landlords to reconcile accounts & dispute incorrect charges
  • Develops and maintains working relationships to obtain market insight with associates internally and professionals externally
Junior Real Estate Risk Analyst
08/2004 - 10/2009
Chicago, IL
  • Underwrite new and existing project documentation including, but not limited to, budgets, financial statements, reserve studies, Covenants, Conditions, & Restrictions Offering Plans, By-Laws, surveys, plat maps, Engineers Report, Insurance Declarations and Policies, and Project Questionnaires to determine acceptability with BBVA Compass’ lending policies
  • Ensure that all recorded investment data are of the highest quality and consistent with the Firm’s set standards to facilitate comparison and analysis
  • Work with regional team members to apply Research’s market forecasts in the underwriting of acquisitions and dispositions
  • Ensure that data is provided to the ISD and CTI teams that is clear and provides actionable metrics
  • Ensure data is and reporting is appropriate for the audiences using the information
  • Ongoing simplification and streamlining of reporting processes to drive reductions in time needed to create reports as a means of allowing more time to interpret the data
  • Provide specialized knowledge in the area of estate and legal document administration to internal and external clients


Ohio University - Proctorville Center
1999 - 2003
Bachelor's Degree in Real Estate

Professional Skills

  • Financial modelling experience, analytical skills, and attention to detail
  • Strong communication and email writing skills
  • Strong project management skills, ability to successfully work with multiple stakeholders to achieve the project’s objectives
  • Recent work experience managing projects in the Accounting/Finance arena
  • Experience in modeling of real estate preferable
  • Exposure to statistical tools / Programming languages such as VB, MATLAB or R is a nice to have skill
  • Communicate with brokers, agents and principals to complete strategic research projects and analysis to validate underwriting assumptions

How to write Estate Analyst Resume

Estate Analyst role is responsible for languages, software, finance, credit, securities, database, auditing, reporting, design, research.
To write great resume for estate analyst job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Estate Analyst Resume

The section contact information is important in your estate analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Estate Analyst Resume

The section work experience is an essential part of your estate analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous estate analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular estate analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Estate Analyst resume experience can include:

  • Computer Skills Comfort Level : Spreadsheets, Microsoft Office and project management software, Argus
  • Communicate effectively with other members on the team
  • Able to prioritize and manage multiple projects, adhering to strict deadlines
  • Experience covering individual securities for long only analysis
  • Experience using a NAV based valuation framework
  • Real estate or investment experience is required

Education on an Estate Analyst Resume

Make sure to make education a priority on your estate analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your estate analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Estate Analyst Resume

When listing skills on your estate analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical estate analyst skills:

  • Able to work effectively with cross functional groups on solving business problems
  • Experience interviewing company management teams
  • Assist with asset management including leasing, tenant relations, and annual/quarterly budgeting
  • Capable of manipulating and synthesizing large amounts of data
  • Assist with preparing and presenting the results of analyses in a clear and concise manner
  • Assist in building necessary models for improved efficiencies and underwriting transactions

List of Typical Experience For an Estate Analyst Resume


Experience For Real Estate Fund Analyst Resume

  • Self starter with a strong work ethic that can concept and execute multiple projects
  • Three years experience in the financial services industry
  • Prepare comprehensive memorandums for presentation to the firm’s investment committee on new acquisitions and sales of existing investments
  • Perform in-depth underwriting and credit analysis
  • Develop efficient working relationships across departments
  • Contribute to real estate index reviews aimed at maintaining high standards on index quality
  • Work on analyzing real estate data to identify outliers in a given dataset
  • For Real Estate Summaries (RES’s) prepared by Operations, review for compliance with Hertz standards and policies (cost, terms, conditions, etc.)

Experience For Real Estate Credit Analyst Resume

  • Negotiate new leases and lease renewals & ensure lease terms conform to RES’s
  • Incredible learning environment to be exposed to the full financials end to end for Design & Construction and Building Infrastructure projects. Unique experience to be involved large and dynamic projects supporting multiple Philips business units
  • BA or BS required, preferable with major in Accounting or Finance
  • Monitor and analyze conditions in specified commercial real estate markets, utilizing Thrivent Financial's internal data as well as external real estate, economic, and financial data and research
  • Maintain real estate market investment models and produce regular Market Performance Assessment (MPA) reports for assigned property types and markets
  • Assist senior management in applying real estate market research to help guide Thrivent Financial's benchmark underwriting assumptions for assigned property types and markets
  • Assist in transitioning new acquisitions to in-house property management, leasing, accounting and construction teams and work with these teams on an on-going basis to maximize the value of the firm’s investments
  • Use Excel to design financial models for cash flow analysis, market approach valuation, and cost approach valuation for asset acquisitions

Experience For Real Estate Research Analyst Resume

  • Perform in-depth industry, market, and competitor research
  • Perform local, national, and international real estate market analysis
  • Review industry information as well as economic and demographic trends
  • Fundamental real estate knowledge
  • Coordinate with business units, legal, finance, accounting, and risk management for property taxes, lease renewals, bank financing, insurance requirements, or property inspections
  • Solicit proposals for capital projects through defining project needs and goals, developing requests for proposals, distributing bid packages, and preparing bid evaluations

Experience For Junior Real Estate Risk Analyst Resume

  • Perform contract administration on assigned projects including preparation of contract documents, review and processing of invoices, processing of shop drawings and submittals, and auditing of completed projects
  • Analyze market conditions (vacancy, rental rates, new supply)
  • Review and approve all 3rd party Reports
  • Communicate and negotiate loan closings
  • Other Due Diligence review (Lease Review, Estoppel/SNDA, etc)
  • Develop functionality within Rockport in order to improve process
  • Train new employees in the REF team

Experience For Real Estate & Site Operations Analyst Resume

  • Knowledge of analytical and market research tools (Rockport, CoStar, REIS, etc.)
  • Elaborate methodological proposals in order to address methodological issues in relation with standardization, clients requests, product development, and regulatory compliance
  • Renders assistance to RE lending officers on credit matters and loans as needed
  • Learn how and from where to obtain data to needed to perform portfolio concentration analysis and then begin performing these on a regular basis
  • Assist in preparation of proposals / presentations to the Real Estate Index Committee

Experience For Real Estate Business Analyst Intern Resume

  • Contribute to internal / external consultations, as required
  • Prepares detailed analysis of real estate transactions including development of rent costs, real estate taxes, operating expenses, tenant improvement allowances, brokerage fees and operating pass-throughs on a cash basis; GAAP and Net Present Value using a variety of software systems as needed
  • Assist in the preparation of any reports required from RE Credit Admin and Credit Administration
  • Become proficient in credit operations and financial statement analysis, especially within the RE domain
  • Assist the Special Assets Group as needed/assigned

List of Typical Skills For an Estate Analyst Resume


Skills For Real Estate Fund Analyst Resume

  • With relevant experience
  • Min 2 years of relevant experience; preferably in real estate sector
  • Excellent proficiency in Excel techniques
  • Intermediate experience with Excel, Word and PowerPoint
  • Working understanding of accounting, law and finance systems

Skills For Real Estate Credit Analyst Resume

  • Prepares financial underwriting of proposed business using prepared market research and competitive analysis
  • Learns and performs financial statement analyses, graduating to special statement analyses and increasingly complex and interlocking relationships
  • Perform advanced valuation and cash flow analysis using Argus
  • Perform/review site inspections and summarize findings in writing
  • Passion - Enjoys arriving at conclusions through data supported insights; likes to have direct impact to the business

Skills For Real Estate Research Analyst Resume

  • Completes internal and external presentations with intended audience in mind; sales, capital committee, government and leasing
  • Work under pressure, meeting deadlines consistently
  • Assist with reports pertaining to status of Real Estate transactions and department’s performance
  • Assist in drafting letters of intent and investment memoranda for new acquisitions and dispositions
  • Maintain property financial database for portfolio of owned and leased assets including preparation of periodic statements or summaries
  • Certified Financial Accountant CFA or
  • Own periodic analyses in relation with regulatory requirements

Skills For Junior Real Estate Risk Analyst Resume

  • Main interactions: Product Management, regional Coverage or Data Management teams
  • Possesses a deep knowledge and understanding of the real estate sector, and especially the hospitality sub-sector, and works in conjunction with the leadership to prepare insightful analyses on trends, as well as the implications of those trends for Ernst & Young or the client
  • Demonstrates a comprehensive understanding of analytical tools and techniques, including those specific to the Real Estate and Hospitality community, and deftly adapts those tools to address analytical issues
  • Breaks down events into causes and key drivers. Demonstrates the ability to develop multiple hypotheses regarding alternative conclusions; investigate the alternatives and to recommend solutions
  • Transforms ideas into insights and outlines possible outcomes or implications. Demonstrates the ability to use “what if” approaches to determine impact of changes on all areas of a client’s business or logical next steps if status quo continues
  • Possesses the ability to collect information from individuals using direct interviewing and elicitation techniques. Is able to adapt the approach, collection techniques and questions during interview to address key topics

Skills For Real Estate & Site Operations Analyst Resume

  • Data mining – making sense of some very large databases of credit risk related historical data
  • Predictive credit risk modelling based on rigorous statistical analysis of historical data, regression techniques, and econometric analysis
  • Estimating credit risk imbedded in the Bank’s retail credit product portfolios, and the amount of regulatory and economic capital the Bank needs to allocate against these portfolios
  • Responsibility for the financial modelling and analysis of the fund’s operations
  • Assisting with the day-to-day management of the funds’ debt obligations (i.e. preparation, review and delivery of reporting requirements, calculating debt metrics and monitoring compliance with all debt covenants, and loan provisions)

Skills For Real Estate Business Analyst Intern Resume

  • Produce clear and concise analyses including data visualizations and reporting
  • Preference for expertise in one or more of the following industries: real estate, technology, or healthcare
  • Realistic strategies are able to be developed, altered and/or executed, as a direct result of the insight provided by the Real Estate Market Analyst
  • Relationships are built based on trust and credibility with key teammates;analyst’s recommendations and judgements are considered value-add and executable
  • Upon relocation to a market office, a consistent and accurate read on competitors is provided, along with market demographics, pricing, consumer groups, and economic forecasts ,in order to guide strategy
  • Experience working with Real Estate products
  • Experience required in market analytics, real estate analytics, or quantitative analysis
  • Sophisticated knowledge of investment vehicles, business acumen, analytical spirit, superior judgment, and a total rate of return mentality

Skills For Private Equity Real Estate Research Analyst Resume

  • Travel as needed and required
  • Immediate need for position.
  • Data base interrogation and analysis of large amounts of data
  • Run excel based simulations to prepare impact analysis of a particular methodology scenario
  • Macquarie Mexican Infrastructure Fund (MMIF) is Macquarie Group's first managed fund in Latin America, and is the first peso-denominated fund focused solely on investment opportunities in Mexican infrastructure projects
  • Knowledge of general construction or real estate best practices
  • Ability and willingness to travel as required (up to 20%)

Skills For Capital Markets Real Estate Operations Analyst Resume

  • Work on diverse transactions including fixed and floating rate loan transactions, transitional lending, construction lending and CMBS both conduit and SASB; with deal sizes that can vary from $10M to over $1B
  • Research market data using CoStar, Reis, Axiometrix and Bloomberg
  • Prepare credit committee memos/documents
  • Review leases and other property-level documents
  • Interact closely with internal loan originators, closers, the legal team, the underwriter and portfolio management team
  • Process CMBS trade details with counterparties. Prepare CMBS portfolio summary reports and analysis
  • Data Literacy- Competence in finding, manipulating, managing, and interpreting data, including not just numbers but also text and images. Particularly literate in Excel
  • Self-Motivation– Ability to consistently achieve critical outcomes through individual initiative and drive; open to learning; coachable; embraces feedback; passion for personal growth
  • Flexibility– Appropriately adjusts behavior to adapt to changes to job and/or work environment; understands and accepts change; asks the right questions when unclear

Skills For Real Estate Project Analyst Resume

  • Effective Communication– Ability to clearly articulate objectives, plans, and results; actively participates in discussions and gatherings with constructive and value-add perspectives
  • Composure/Professional Maturity-Is cool under pressure; does not become defensive or irritated when times are tough; is considered mature; can handle stress; is not knocked off balance by the unexpected
  • Influence- Negotiates in a manner that results in positive business outcomes, while maintaining strong relations; can be consistently counted on to leverage the ability to influence others, at all levels in the organization, in a positive and constructive manner
  • Detail-Oriented/Accurate- Pays attention to the details; follows exact process steps as outlined; reviews materials to ensure they are accurate, clear, and concise; enjoys completing tasks from this perspective
  • Strategic Thinking- Accurately anticipates trends and results; identifies potential barriers and bottlenecks; makes decisions with broader company vision in mind. s-oriented; regularly sought out by others for suggestions and solutions

Skills For Analyst / Associate, Real Estate Resume

  • Intermediate experience in Argus Enterprise
  • Experience
  • Establishes background information on business ventures and seeks to develop a deep understanding of market fundamentals
  • Prepare and present investment packages to Citi’s internal investment and risk committees
  • Prepare investment packages to Citi’s internal investment and risk committees

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