Must have either Investment Banking or Real Estate Industry experience. Must be able to excel in making presentations to upper level management. Must be polished.
Our client is a Real Estate Private Equity firm with approximately $3.5 billion in assets under management, focused on acquiring and managing multi-tenant retail real estate across secondary U.S. markets. The client pursues strategies, including the acquisition of orphaned public REITs, portfolio re-capitalizations, and retail-driven platform investments. The client's model enables deep market insight, disciplined underwriting, and active portfolio management.
Position Overview:
As a key team member within the Finance department, the Senior Financial Analyst will oversee critical financial projects and provide mentorship and guidance to the financial analysts on the team. This role involves developing and managing advanced financial models, conducting complex analyses, and ensuring the accuracy and quality of work produced by the team.
The Senior Financial Analyst will work cross-functionally with various departments to drive insights, support decision-making, and contribute to the strategic goals of the organization.
The ideal candidate will have exceptional analytical skills, attention to detail, strong written and verbal communication and proficiency in advanced Excel modeling and Argus Enterprise.
The candidate will be responsible for ensuring the delivery of exceptional, high-quality results while maintaining a focus on efficiency and precision.
Key Responsibilities:
§ Develop and maintain fund and property level IRR Models, integrating with Argus Enterprise and Yardi.
§ Lead and manage financial projects, ensuring timely and accurate deliverables.
§ Review and approve work produced by financial analysts, ensuring high standards of quality and accuracy.
§ Review lender reporting packages, including debt coverage analysis and approval coordination.
§ Measure portfolio metrics, such as same-store NOI, lease and loan maturities, and other key performance indicators.
§ Utilize Power BI to develop dashboards and generate meaningful reports.
§ Review property budgets and reconciliations
§ Assist senior management with ad hoc analyses and scenario planning to support strategic initiatives.
§ Drive process improvements, automating workflows and enhancing reporting tools to increase team efficiency.
§ Analyze and model refinancing strategies across the portfolio to enhance fund-level returns.
§ Track market financing terms and evaluate debt sizing, pricing, and covenant structures.
§ Coordinate with asset management and disposition teams on hold/sell analysis and exit strategies.
§ Act as a mentor to financial analysts, providing training, guidance, and support in their professional growth.
Required Qualifications:
§ Advanced proficiency in Microsoft Excel and experience with Argus Enterprise.
§ Bachelor’s degree (or advanced degree) in finance, real estate, accounting, economics, or a related field with a proven track record of scholastic and professional success.
§ 3+ years of experience in financial analysis, preferably within commercial real estate, private equity, investment banking or a similar industry.
§ Strong understanding of financial and accounting reporting concepts.
§ Exceptional analytical, organizational, and time-management skills.
§ Excellent communication skills with the ability to interact effectively with senior management, internal departments, and external stakeholders.
§ Ability to work independently while managing multiple projects and meeting tight deadlines.
§ Persistence in problem-solving and a demonstrated ability to navigate complex datasets; strong attention to detail.
§ Intellectual curiosity and a desire to grow within the real estate investment industry.
Preferred Qualifications:
Experience in retail or commercial real estate, Power BI and/or Yardi. Familiarity with Argus, CoStar, Microsoft Office and public company financial statements.
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