Real Estate Financial Analyst
Position Summary
The Financial Analyst will play a key role in supporting the company's acquisitions pipeline and portfolio performance initiatives. This role reports directly to the Director of Finance/Acquisitions and will collaborate closely with investment, asset management, and executive leadership teams. The ideal candidate is detail-oriented, financially savvy, and eager to grow within a dynamic real estate investment platform.
Key Responsibilities
Acquisition Analysis & Execution
- Underwrite new real estate acquisitions by building and maintaining detailed financial models in Excel and ARGUS.
- Analyze potential acquisition targets, including review of offering memoranda, leases, rent rolls, operating statements, budgets, loan documents, and third-party reports.
- Assist in the preparation of investment committee materials and presentation decks for internal and external stakeholders.
- Support due diligence workflows by coordinating with brokers, attorneys, lenders, and consultants.
- Maintain deal-level checklists, timelines, and document control during transaction execution.
Portfolio Analysis & Strategy
- Conduct financial analyses on the existing portfolio (currently 37+ assets), including refinancing, sale scenarios, and long-term hold projections.
- Support quarterly and annual asset valuations and performance reviews, tracking against underwriting and business plan targets.
- Assist in preparing investor and lender reporting, including capital updates, NOI and return forecasts, and capital events.
Research & Market Intelligence
- Research local and regional market trends to inform underwriting assumptions.
- Monitor peer and comparable transactions to benchmark acquisition and disposition metrics.
Team Collaboration
- Work cross-functionally with acquisitions, finance, asset management, and operations teams.
- Present analysis findings in clear, concise formats to support decision-making.
Qualifications
Education: Bachelor's degree in Finance, Real Estate, Economics, or Accounting required. Advanced degree or relevant certifications (e.g., CFA, CPA, MSRE) are a plus.
Experience: 2-4 years of relevant work experience in commercial real estate, finance, investment banking, or consulting, with a focus on financial modeling and transaction execution.
Technical Skills
- Proficiency in Microsoft Excel, Word, and Outlook.
- Experience with ARGUS and/or Yardi strongly preferred.
- Strong understanding of real estate financial concepts including NOI, IRR, cap rates, waterfalls, and debt structures.
FAQs
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