The Financial Analyst position includes departmental support via financial analysis, research, business planning, and presentation related to the real estate portfolio and investment opportunities. The Financial Analyst will have a strong command of financial modeling techniques, with a demonstrated ability to design new financial models, and the ability to draw insights from these analyses. The position is focused on conducting due diligence on investment opportunities and monitoring existing investments – including multifamily, office, for-sale real estate and hospitality, among other asset classes.
Responsibilities:
Investments and Transactions
Responsible for producing financial models and economic analysis of investment opportunities and transactions.
- Initial review of investment memorandums.
- Market research and quantitative analysis.
- Financial modeling of different investment scenarios.
- Support in preparation of preliminary due diligence memorandums and presentations.
- Support in preparation of deal book and business plan.
Portfolio Monitoring and Performance Analysis
- Financial reporting of assets in the assigned portfolio.
- Management of reporting tools and applications.
- Consolidation of information from project managers and the accounting team.
- Review annual operating budgets for portfolio properties.
- Update database in reporting models to produce preliminary results.
- Update financial models for each asset and estimate investment return metrics.
- Deviations and gap analysis.
- Creation and maintenance of performance dashboards and reports on a monthly basis.
Support to Existing Assets and Analytical Modeling
Analytical modeling and support during the development process.
- Impact analysis of amendments to the underwriting business plan.
- Financial choice modeling.
- Market research and mapping.
- Review and report on 3rd party market reports.
Required Qualifications
- Bachelor’s degree in business, finance, accounting, economics, mathematics, or similar analytical field.
- Minimum 2 years of work experience in real estate investments, private equity, or related investment banking field.
- Experience assisting with top-down and bottom-up investment research for relevant asset types using research platforms such as CoStar and STR.
- Advanced financial modeling skills in Excel.
- Proficient in Word and PowerPoint.
- Strong verbal and written communication skills.
- Strong critical thinking skills.
- Strong understanding of financial statements and basic accounting.
- Comfortable building professional relationships relevant to the area of practice.
- Highly motivated, adaptable, and result-oriented.
Preferred Competencies
- Master’s Degree in Business, Finance, Economics, or other quantitative fields.
- Working towards a financial certification (CFA, CAIA, CPA).
- Knowledge of Argus financial modeling applications.
- Knowledge of Business Intelligence applications.
