Senior Financial Analyst

Job Description

• Conduct in-depth financial analysis and valuation for a wide range of real estate investment opportunities including multifamily, commercial, and retail assets.
• Perform detailed analysis on portfolio performance, including DCF, IRR, cap rate, NAV, and sensitivity analysis.
• Lead the development of financial models for acquisitions, dispositions, and new developments, ensuring consistency, accuracy, and alignment with business objectives.
• Standardize reporting processes for financial statements, operating reports, and project updates for internal and external stakeholders.
• Manage quarterly net asset value (NAV) and fair market value adjustments, ensuring timely, accurate, and comprehensive reporting.
• Spearhead corporate-level budgeting and forecasting processes, providing a consolidated financial outlook across all subsidiaries.
• Collaborate with finance, accounting, and operational teams to develop and refine financial forecasting models.
• Drive performance analysis and profitability assessments for real estate assets, identifying key drivers and areas of opportunity.
• Support the real estate investment team in the acquisition, financing, and disposition processes, including underwriting, due diligence, and financial structuring.
• Assist in the preparation of pitch materials, investor presentations, and financial models for potential investments, joint ventures, and funding initiatives.
• Conduct industry and company analysis, assessing market conditions, competitive landscapes, and financial metrics to inform investment strategies.
• Lead efforts to evaluate the financial impact of strategic initiatives, such as new acquisitions, development projects, and joint ventures.
• Work cross-functionally with various teams to integrate financial analysis into the strategic planning and decision-making process.
• Provide actionable insights and recommendations based on detailed financial performance analysis to senior leadership.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).

• 3-5 years of experience in financial analysis, investment banking, or real estate finance, with a strong background in real estate investment analysis and portfolio management.
• Demonstrated experience in underwriting large-scale real estate transactions (acquisitions, dispositions, and developments).
• Advanced proficiency in financial modeling, including DCF, IRR, NAV, and sensitivity analysis.
• Experience with real estate valuation methodologies, financial reporting, and budgeting.
• Exposure to multifamily, commercial, and retail real estate sectors is a plus.

• Strong technical skills in Microsoft Excel, PowerPoint, and financial modeling tools.
• Knowledge of real estate investment structures, financing, and transaction processes.
• Excellent problem-solving, analytical, and quantitative skills.
• Exceptional written and verbal communication skills, with the ability to present complex financial data to senior leadership and external stakeholders.
• Ability to manage multiple priorities, work independently, and meet tight deadlines in a fast-paced environment.

• Strong experience with REIT structures, valuation methodologies (such as NAV, DCF, and comparables), and accounting principles related to real estate investments.
• Familiarity with financial modeling and analysis in the context of real estate investments, including pro forma analysis and forecasting.
• Knowledge of regulatory and tax considerations specific to REITs and real estate transactions.
• Experience working with institutional investors, lenders, and real estate partners, with a focus on investment analysis, due diligence, and capital markets.
• Advanced understanding of real estate financial statements and asset-level performance metrics (e.g., NOI, IRR, Cap Rate).

• Detail-oriented with a focus on accuracy and efficiency.
• Strong collaborator with the ability to work effectively across teams.
• Self-starter with a proactive approach to solving problems and identifying opportunities for improvement.
• Ability to thrive in a fast-paced and constantly evolving environment.