Financial Analyst

Description

• Monitor key sector and industry indicators, supply and demand, macroeconomic metrics at national and MSA-level
• Enhance existing Excel-based financial models using R or VBA automation
• Benchmark platform performance with SFR/BFR industry key players
• Prepare routine fund portfolio valuation report using discounted cashflow, cost basis, and direct capitalization methods
• Extract source data via SQL query from various data sources
• Maintain and build in-house valuation models for recurring investor reporting and Board of Directors presentations
• Maintain collaborative and productive relationship with third-party asset valuation partners for routine fair market value reporting
• Maintain and build various in-house real estate cashflow models to evaluate and forecast investment performance at fund and/or market level for single-family rental and build-for-rent assets
• Keep track of residential home pricing and cap rate trends by sector and market to align model assumptions with external valuation partners
• Assist with G&A forecast
• Timeliness of monthly/quarterly deliverables
• Assist with fund performance analytics and exit strategy by providing return and sensitivity analyses

Requirements

• Must be able to speak English in a clear and understandable voice so that various types of communications may be conducted with people of various levels of education and capabilities, to include the exchange and receipt of information over the telephone.
• Advanced proficiency in Excel
• Prior coursework or equivalent professional experience in real estate investment, portfolio management, FP&A, or valuation required.
• Thrive in a high growth and high degree of autonomy yet collaborative environment.
• Position may involve sitting, standing, stooping, kneeling, pushing, shoving, lifting, carrying and moving objects that can weigh up to 25 lbs. This movement can occur throughout the day. Must also be able to climb several flights of stairs if necessary.
• Good understanding of real estate valuation and underwriting techniques
• Bachelor’s degree in Finance, Accounting, Banking, and/or Real Estate, or MBA degree.
• Must be able to remain focused and work effectively, efficiently, and cheerfully under such circumstances. For safety reasons, employee must remain alert to working conditions and aware of safety, health, and environmental concerns.
• Excellent communication skills, both verbal and written
• Prior coursework or working knowledge of GAAP reporting. IFRS understanding helpful.
• Knowledge in fair housing and local real estate laws, where applicable.
• Must be able to interact with all types of individuals, be mentally alert, detail oriented, and with good reasoning skills.
• Accuracy of financial models and turnaround timing for ad hoc analyses
• 1-3 years of experience as financial analyst for real estate investment, property management, brokerage, valuation, asset / wealth / portfolio management firms, private equity, or investment banks
• Good quantitative judgment, time management, and attention to details.
• Must be able to work on more than one assignment at a time with frequent interruptions, changes and delays.
• Must have finger dexterity for typing/using a keyboard.
• Must be able to work in office as regularly scheduled - Capable of working extended hours, including evenings, weekends and holidays as necessary.
• Able to see well enough to read faint or partially obscured writing or printing, with corrective lenses if needed.
• Must be able to work effectively and cheerfully in an environment which may be stressful due to adversarial situations resulting from the proper performance of duties.
• Working knowledge or willingness to learn VBA, R, and SQL

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance