Financial Analyst (candidate identified)

Description

The Financial Analyst role is situated in the Acquisition and Investment Analytics department and supports the company’s acquisition and syndication activities in the investment real‑estate market. The analyst provides financial modeling, credit analysis, data analysis, and research support to department team members, delivering accurate, comprehensive, and timely analysis for key stakeholders.

Day‑to‑day duties include performing financial reporting and modeling in Excel, conducting financial statement and credit analysis, and refining models to reflect various investment assumptions. The analyst also reviews real‑estate documents such as rent rolls, leases, and loan agreements, conducts market and portfolio research, and assists with due‑diligence and closing processes. All findings are communicated through concise summary documentation and spreadsheets for presentations, proposals, and reports.

• Uphold highest standards of personal and professional integrity and comply with company policies and applicable laws.
• Perform financial reporting and modeling using Excel.
• Conduct financial statement and credit analysis and reporting.
• Refine financial models to incorporate various investment assumptions and standardized structures.
• Analyze real‑estate documents (rent rolls, operating statements, leases, term sheets, loan documents, contracts) and summarize findings for stakeholders.
• Research real‑estate markets, asset classes, portfolio performance, and tenants to support financial models.
• Assist with day‑to‑day follow‑up, record‑keeping, due‑diligence, and closing processes.
• Update financial models based on review and input from department members.
• Prepare concise summary documentation and spreadsheets for presentations, proposals, and reports.
• Complete special projects and ad‑hoc reports.
• Equal Opportunity Employer; participates in E‑Verify.

Requirements

The position requires a bachelor’s degree in real‑estate finance or a related field, or equivalent professional experience, and 0–2 years of prior work experience, with financial‑modeling exposure considered a plus. Required skills include proficient keyboarding, intermediate knowledge of Microsoft Word and Outlook, and advanced Excel abilities; experience with additional real‑estate or modeling software is advantageous.

• Bachelor’s degree in Real Estate Finance or related discipline (or equivalent experience).
• 0–2 years of prior work experience; financial‑modeling experience a plus.
• Required keyboarding skills; intermediate Microsoft Word and Outlook proficiency.
• Advanced Excel skills preferred; experience with other real‑estate or modeling software advantageous.

Benefits

Compensation consists of a base salary ranging from $66,000 to $82,000, plus eligibility for the company’s discretionary annual bonus program. Full‑time employees receive a competitive benefits package that includes medical, dental, and vision insurance (PPO), a 401(k) plan with company match, paid vacation, holidays, sick time, tuition reimbursement, company‑paid life, short‑ and long‑term disability, and paid parental leave, with opportunities for internal promotion.

• Annual base salary $66,000–$82,000, eligible for discretionary bonus.
• Medical, dental, and vision insurance (PPO).
• 401(k) plan with company match.
• Paid vacation, nine holidays, three floating holidays, and sick time.
• Tuition reimbursement opportunity.
• Company‑paid life insurance equal to base salary.
• Company‑paid short‑term and long‑term disability.
• Paid parental leave.
• Eligibility for internal promotion opportunities.
• Drug‑free workplace with pre‑employment background checks and drug screening.

Training + Development

Interview process

Visa Sponsorship

Security clearance