Bachelor's degree in Real Estate, Finance, Accounting, Economics or related field; coursework in real estate/valuation is a plus
1-3 years of experience in finance or valuation
Strong analytical, problem-solving, organizational, and communication skills
Demonstrated commitment to client service and continuous learning
Proficient in Microsoft Excel; strong writing skills preferred
Willingness to travel for client-related tasks
Preference for candidates with progress toward real estate licenses or valuation designations
Responsibilities
Summarize and analyze financial data related to real estate performance and forecasts
Conduct economic and property level research
Develop unique valuation models using formal methodologies
Utilize discounted cash flow, direct capitalization, and sales comparison approaches
Draft narrative and summary reports for client deliverables
Provide detailed reviews of third-party real estate valuations
Maintain knowledge of professional standards and participate in continuing education
Benefits
Comprehensive compensation and benefits package
Opportunities for professional development and continuing education
Participation in professional organizations
Access to firm-published thought leadership resources
Collaborative work environment in a dynamic team setting
Full Job Description
Job Description:
Baker Tilly is looking for a Valuation Analyst to join our Real Estate Advisory Team in our Financial Advisory Services group!
On the Real Estate Advisory team, you will assist on engagements primarily related to the valuation and advisory of real estate and real estate entities, which may include financial modeling, business enterprise valuations (of real estate entities), appraisals of real property for a variety of purposes, real and personal property valuations for financial reporting purposes (primarily ASC 805, ASC 820 and ASC 360). Conduct reviews of third-party valuations of real estate assets and entities and provide review commentary to Baker Tilly's audit engagement teams. Assist with research and development of firm published thought leadership.
What you will do:
Summarize and analyze financial data including entity, portfolio and property-level financial performance
and forecasts
Conduct economic, market and property level research
Work with a variety of templates based upon project goals
Develop unique valuation models
Utilize discounted cash flow, direct capitalization, sales comparison approach, and cost approach
valuation methodologies
Develop narrative and summary format reports for client deliverables
Demonstrate excellent team skills, positive attitude, and high ethical standards
A willingness to work in an often fast paced project-based environment
Maintain and expand knowledge base in area of expertise, comply with continuing education
requirements; participate in professional organizations, independent study, etc.
Qualifications:
Bachelor's degree in Real Estate, Finance, Accounting, Economics or related field. Coursework in real estate and/or valuation a plus
One to three (1-3) years finance or valuation experience
Demonstrated analytical, problem-solving, organizational, interpersonal, project management, and communication skills required
Ability to provide exceptional client service, demonstrate commitment to continuous learning, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of duties
Strong Microsoft Excel skills required
Strong writing skills preferred
Availability to travel for client related work
Preference will be given to candidates with the following:
Progress toward state certified real estate trainee license, the MAI designation awarded by the Appraisal Institute, the Accredited Senior Appraiser (ASA) from the American Society of Appraisers, or other valuation designations
Completion of Uniform Standards of Professional Appraisal Practice (USPAP) and/or real estate valuation courses.
Real estate asset management, audit or valuation experience
Familiarity with subscription sources such as CoStar and Argus valuation software.
The pay rate range for this job position is $91,000 to $124,300. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
