Clarion Partners
Financial Analyst - Asset Management
Clarion Partners, Dallas, Texas, United States, 75215
Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
The Senior Financial Analyst reports to the Vice President - Hospitality Investments and is responsible for analytical support of portfolio management and asset management. The Senior Financial Analyst may also assist in the evaluation of potential property acquisitions and dispositions, including analysis, due diligence and closing, as well as financings. The Senior Financial Analyst's responsibilities are outlined below.
Responsible for supporting asset management of hotel investments including analysis of performance metrics, retrieving relevant data from internal and external sources, and communicating information to hotel managers, Asset Managers, Portfolio Management and other firm stakeholders;Responsible for assisting in the development of property strategies, and in the measurement of and improvement upon property and organizational performance issues;Preparation of property and local market aspects of the quarterly and annual property reports, as well as for assigned elements of the annual property business plan;Supports the reviews of operations and capital expenditures as compared to budgets, forecasts and/or prior year;Supports hotel team as part of the acquisition due diligence process or during the annual business planning cycle, in evaluating relevant operations and capital program strategies;Supports Portfolio Management and Asset Management in providing analyses and data related to financings and refinancings;Assists in the approval process for capital expenditures within property business plan parameters;Ensures hotel managers deliver accurate and timely monthly reports;Evaluates the performance of hotel management companies, and specific hotel managers;Conducts quarterly internal valuations and supports third-party appraisal process, including the review of such appraisals;Prepares hold/sell analyses;Supports client, Investment Committee and portfolio management presentations.Job Requirements:
Education: Bachelors degree in Business.Experience: 2+ years' experience in real estate or business-related activities with hotel experience preferred. Strong Excel software proficiency and knowledge required; ability to complete detailed analyses and to make well-reasoned and decisive recommendations required.
Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.
Clarion Partners is committed to fostering a diverse and inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
The Senior Financial Analyst reports to the Vice President - Hospitality Investments and is responsible for analytical support of portfolio management and asset management. The Senior Financial Analyst may also assist in the evaluation of potential property acquisitions and dispositions, including analysis, due diligence and closing, as well as financings. The Senior Financial Analyst's responsibilities are outlined below.
Responsible for supporting asset management of hotel investments including analysis of performance metrics, retrieving relevant data from internal and external sources, and communicating information to hotel managers, Asset Managers, Portfolio Management and other firm stakeholders;Responsible for assisting in the development of property strategies, and in the measurement of and improvement upon property and organizational performance issues;Preparation of property and local market aspects of the quarterly and annual property reports, as well as for assigned elements of the annual property business plan;Supports the reviews of operations and capital expenditures as compared to budgets, forecasts and/or prior year;Supports hotel team as part of the acquisition due diligence process or during the annual business planning cycle, in evaluating relevant operations and capital program strategies;Supports Portfolio Management and Asset Management in providing analyses and data related to financings and refinancings;Assists in the approval process for capital expenditures within property business plan parameters;Ensures hotel managers deliver accurate and timely monthly reports;Evaluates the performance of hotel management companies, and specific hotel managers;Conducts quarterly internal valuations and supports third-party appraisal process, including the review of such appraisals;Prepares hold/sell analyses;Supports client, Investment Committee and portfolio management presentations.Job Requirements:
Education: Bachelors degree in Business.Experience: 2+ years' experience in real estate or business-related activities with hotel experience preferred. Strong Excel software proficiency and knowledge required; ability to complete detailed analyses and to make well-reasoned and decisive recommendations required.
Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.
Clarion Partners is committed to fostering a diverse and inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.