Real Estate Advisory Analyst

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

Real Estate Advisory - Valuations
Are you looking for an advisory role to launch your career?

Do you want to work with privately held and publicly traded companies that occupy all stages of development?

As an Analyst at Baker Tilly (BT), you will be a value architect delivering transaction advisory services to clients within the real estate industry. As one of the fastest growing firms in the nation, BT offers you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You will enjoy this role if you:

Desire to become a trusted business advisor, working face-to-face with clients to find creative solutions to complex business challenges

Want to work for a leading CPA advisory firm whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions

Value your development and want to work for a firm that provides a great work environment (ask us about My Time Off, My Development and Dress for Your Day!)

Want to grow professionally and develop your client service and technical skills to build a career with endless opportunities now, for tomorrow


You will have the opportunity to:

Gain hands-on experience within the real-estate advisory industry

Performing in-depth market and financial research regarding real estate transactions, supply, demand, pricing, and investment parameters

Assist with valuation analysis on a wide range of public and private real estate entities within various industries using accepted and relevant approaches and theory

Assist in preparing and presenting the results of our analysis in a clear and concise manner

Experience, through on-the-job training and real, meaningful work engagements, how your academic experience translates to the professional environment

Learn directly from experienced Staff, Seniors, Managers and Partners with specialized experience and technical knowledge within the real estate industry

Learn and grow from direct on-the-job coaching and mentoring along with participating in firm wide learning and development programs

Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients

Build friendships and strong work relationships while gaining valuable experience


Successful candidates will have: 

Bachelor’s or master's degree in a Real Estate, Economics, Finance, Business Administration, or related program

Outstanding academic performance required, with a preferred GPA of 3.0 or above

Relevant internship, work experience and/or involvement with a professional organization 

The ability to work effectively in a team environment with all levels of client personnel

Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving

Organizational and analytical skills, initiative, adaptability

Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)

There is currently no immigration sponsorship available for this position.
DCA Valuations AnalystResponsibilities

Baker Tilly is looking for a Valuation Analyst to join our Valuation Team in our Development & Community Advisory group!

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
Bachelors 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 required

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 compensation range for this role is $65,560 to $124,300. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.