Privately held, vertically integrated real estate owner‑operator with 50+ years in development, management & acquisition.
Research real estate markets and competitive properties and provide asset performance projections based on market conditions
Utilize Yardi for property-level accounting data and integrate with excel for consolidated reporting
Respond to requests from the investment committee, investors, brokers, lenders and the buyer or seller
Support company quarterly portfolio forecasting and budgeting efforts in Argus
Produce investment memorandums for new acquisitions and present to committee
Provide analytical assistance to support leasing and capital expenditure decisions
Develop and maintain the corporate financial model for new acquisitions
Help and oversee the due diligence process and closing of new investments and dispositions
Perform detailed financial analysis of new investment opportunities and prepare one pager
Prepare underwriting for new lease opportunities and comparing budget projections
Provide analysis to support asset hold/sell recommendations
Conduct ongoing analyses to support decision making related to the business plan of the investment (leasing, capital projects, financing, disposition, etc.)
Assist with various analyses, including working with the senior management team on special projects
Update Argus files and valuations for properties in the existing portfolio on an on-going basis \
Communicate regularly and effectively with property management teams and review monthly property reports submitted for each asset
Modify and update a proprietary discounted cash flow valuation model based on various scenarios and sensitivities.
Assist in leasing directives and maintain vacancy schedules (this includes managing leads and assisting future tenants)
Strong analytical thinking and problem-solving abilities
Strong quantitative and technical/computer skills (including proficiency in Microsoft Excel, PowerPoint, Yardi and Argus Enterprise)
Job Description Analyst/Associate We are seeking a detail-oriented Financial Analyst and/or an Associate with expertise in real estate finance. The ideal candidate will have hands-on experience using Argus, Excel, and Yardi to support property valuations, portfolio performance tracking, and investment decision-making. This role involves working closely with asset managers, acquisitions teams, and senior leadership to provide accurate financial insights and reporting.
1-5 years of relevant experience, including: banking, real estate, finance, or asset management
Bachelor’s degree in economics, finance, accounting, and or related area preferred
Light travel and access to a car is necessary
Exceptional written, communication, and organizational skills
Health, dental, and vision insurance • 401(k) with company match • Professional development opportunities
Competitive salary and performance-based bonus