Junior Analyst

at  York Group

Job Summary
The Junior Analyst will support financial analysis for capital projects and investments. This role involves gathering and interpreting financial data, assisting with budgeting, forecasting, and variance analysis, and collaborating with cross-functional teams to provide insights for decision-making. The Junior Analyst regularly communicates with third parties (primarily lenders) and uses their understanding of deal requirements to complete a first ‘screen’ before passing it through to the appropriate next level (i.e., Director of Capital Solutions or Client Solutions).

• Support the Capital Solutions department of York Realty
• Gather documents for commercial lending purposes, acquisitions, or dispositions
• Populate financial models by collecting and transferring data sources as assigned
• Document loan or collateral changes in internal databases
• Attend building/site tours as needed
• Monitor loan covenants and report to leadership on performance
• Assist with property valuation and building proformas
• Collaborate with internal and external partners, as applicable, to update loan marketing material
• File and maintain documents according to set criteria
• Under the supervision of the Director, Capital Solutions: communicate with third-party report vendors, external parties (insurance, lenders, etc.), and other duties as assigned