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JBM Institutional Multifamily Advisors

Senior Financial Analyst

Full Time
Real Estate Field
  • Appraisal / Valuation
St. Petersburg
Postal Code
United States

This job is no longer active.


Sr. Financial Analyst- Multifamily

St. Petersburg, FL

Full- Time


Primary Responsibilities

  • Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary JBM’s underwriting model
  • Analyzing new proposed debt requirements, loan scenarios, prepayment calculations and yield maintenance
  • Actively assist in the research, writing, and proofing of JBM investment sales marketing offering memorandums (OMs) and broker opinion of values (BOVs)
  • Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics
  • Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals
  • Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings
  • Conduct transaction coordination and due diligence coordination for the investment sales team
  • Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval
  • Contact interested parties to remind them of missing documents
  • Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal
  • Monitor and assess the progress of sales so that important deadlines are met and contingencies are released
  • Provide preliminary audits of files for management review
  • Other responsibilities and duties as assigned

Education and Experience

  • MS in real estate (preferred) or MBA with focus on real estate
  • Bachelor’s degree (prefer finance and/or real estate concentration)
  • Minimum 3-5 + years of experience in finance,real estate or related field

Knowledge, Skills & Abilities

  • Client relationship management skills
  • Excellent attention to detail and organizational skills
  • Ability to accurately and productively handle multiple tasks during time sensitive situations
  • Ability and willingness to work extended hours or weekends to meet deadlines when appropriate
  • Excellent financial modeling skills including thorough knowledge of Excel
  • Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat, Adobe Creative Suite and Word, and ability to learn other company software as needed
  • Knowledge of Central and Western Florida geographical landscape
  • Advanced written and oral communication skills
  • Flexible problem-solver able to adapt to changing circumstances and needs
  • Highly organized with ability to successfully run multiple projects simultaneously
  • A strong interest in joining a team of career-minded individuals with a passion for growing the JBM brand
  • A constructive demeanor and friendly personality that loves working with people and as a team
  • Ability to take ownership and accept constructive feedback


We offer a competitive salary with bonus and excellent benefits including medical and dental. We offer a number of paid holidays each year in addition to liberal PTO. No relocation incentives offered


EEO Statement

JBM is an equal employment opportunity employer and does not discriminate based on race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, genetic information, or any other characteristic protected by applicable law.


JR Hobbs


150 Second Avenue North

St. Petersburg, FL 33701

Job Functions

  • Finance
  • Financial Analysis
  • Underwriting

Job Sector

  • Residential


2+ to 5 years

This job is no longer active.

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