Working under minimal supervision, supports the overall financial modeling of multi-million dollar real estate outsourcing pursuits including org modeling, labor estimates, overhead, operating expense budgeting, fee analysis, benchmarking and other financial analytics. Plays an active role in the client engagement process by gathering information, designing and conducting analyses and creating materials for use with existing and prospective clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Creates a wide variety of customized, professional-quality marketing materials for new pursuits and renewal contracts (most commonly written proposals, RFP responses, and graphical presentations).
Assists in the data collection, interpretation and presentation.
Provides research on pursuits to aid management in business planning and strategy development.
Assists with maintaining marketing database/library, including standard marketing collateral and case studies.
Develops strong working relationships with subject matter experts throughout the organization at the functional and account management levels.
May coordinate and assign tasks to co-workers and other subject matter experts involved in a business pursuit project.
Completes due diligence and competitive analyses for new business pursuits including research, analytics, data mining, and data collection.
Performs other duties as assigned.
No formal supervisory responsibilities in this position. May provide informal assistance such as technical guidance, and/or training to coworkers. May coordinate and assign tasks to co-workers within a work unit and/or project
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor’s degree (BA/BS) from 4-year college or university required. MBA preferred. Minimum of 2-5 years of related experience and/or training. Prior commercial real estate, consulting, research, client development, and/or marketing experience preferred.
CERTIFICATES and/or LICENSES
Real Estate license preferred.
Excellent written and verbal communication skills. Strong organizational and analytical skills.
Ability to prepare analytics and reports in a pre-designed style and format.
Ability to effectively and efficiently respond to inquiries from clients, cfo-workers, supervisor, and/or management. Ability to effectively present information.
Requires in-depth knowledge of financial/accounting terms and principles. Ability to calculate
complex figures. Experience with financial modeling and asset valuations. Conducts
financial/business analysis including the preparation of reports.
Ability to comprehend, analyze, and interpret various types of business documents such as
complex and lengthy RFP documents. Ability to solve problems involving several options in
situations. Requires intermediate analytical and quantitative skills.
OTHER SKILLS and/or ABILITIES
Proficient use of Microsoft Office Suite (Word, Excel, and PowerPoint.)
Advanced Excel skills preferred. Experience working with large data sets and decipher multiple types of RFP models preferred.
SCOPE OF RESPONSIBILITY
Decisions made with understanding of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to coworkers and supervisor