Firm Overview:

Our client is a private investment firm established in 2011. With a narrow focus on direct investments in real estate, our client has amassed significant experience across multiple asset classes and various financing structures.

 

Job Description:

The Real Estate Financial Analyst will assist key decision-makers in underwriting new investment opportunities, examining options related to existing investments, and assisting in the syndication process of investments, and other operational tasks of the firm.

 

Underwriting New Investments

·        Conduct detailed underwriting of potential real estate investment opportunities across various property types (multifamily, office, industrial, etc.)

·        Build and maintain financial models and sensitivity analyses

·        Perform research related to comparative transactions and studying the broader real estate market

·        Assist in preparing investment memorandums for decision making purposes

Syndication of Investments

·        Assist in the syndication process by preparing marketing materials for potential investors.

·        Prepare monthly reports for investors to provide updates on construction, leasing and capital market activity

·        Monitor and report on key performance indicators (KPIs) of syndication efforts, investor engagement, and fundraising progress.

Management of Investments

·        Assist in responding to request for proposals for owned assets through financial modeling and sensitivity analyses

·        Periodically update models for each owned asset based on asset and market performance

·        Support quarterly and annual reporting processes by gathering and analyzing financial data for existing properties

Other Operational Tasks

·        Support the firm’s operational activities, including updating investment tracking systems, maintaining investor databases, and preparing ad-hoc reports

·        Coordinate with internal teams and external partners on the closing of transactions

·        Assist management with optimizing the functionality of existing information technology systems

 

Qualifications:

Education and Experience

·        2-4 years of experience in real estate financial analysis, investment banking, private equity, or related fields

·        Experience with underwriting real estate transactions and financial modeling is highly preferred

·        Bachelor’s degree in finance, real estate, accounting, or related field; a master’s degree or CFA designation is a plus

Skills and Abilities

·        Proficiency in Microsoft Excel, with strong financial modeling skills; experience with real estate software (e.g., RCA, CoStar) is a plus

·        Strong analytical and problem-solving abilities, with attention to detail and accuracy

·        Excellent written and verbal communication skills, with the ability to prepare clear and concise reports and presentations

·        Ability and experience incorporating artificial intelligence tools into business processes

·        Self-starter who can work independently as well as collaboratively in a fast-paced environment

·        Ability to handle confidential information with discretion

·        Ability to simultaneously handle multiple projects with various stakeholders

Working Conditions

·        Full-time position with occasional travel requirements

·        Flexible hours may be needed to accommodate transaction closings

Compensation & Benefits

·        Competitive salary based on experience

·        Full coverage for health, dental, and vision for employee, spouse, and dependents

·        401k match of 100% up to 6% beginning after 3 months of employment

·        PTO of 23 days plus holidays

·        Parental leave of 16 weeks