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Senior Finance Analyst jobs at Colliers International

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  • Financial Analyst and Investor Relations Manager

    Oxford Development Company 4.0company rating

    Pittsburgh, PA jobs

    For over sixty years, Oxford Development Company has stood at the forefront of the marketplace as a developer and full-service commercial real estate provider with experience in the local, regional, and national marketplace. Our mission is to forge dynamic centers where community thrives alongside commerce, through real estate solutions that uplift and ignite inspiration for our people, partners, and communities alike. Oxford has managed the development of over 60 million square feet in the commercial office, retail, hospitality, healthcare, education, residential, and sports and entertainment asset classes. Our history consists of some of the nation's most innovative real estate projects that years later still impact trends in development. The Financial Analyst (FA) reports to the Chief Financial Officer and will support the efforts of the Development, Investment and Operations teams through execution of financial modeling, forecasting, planning, and analysis of new developments, current assets and new transactions. Key Areas of Responsibility Perform due diligence, modeling and underwriting for potential developments, with a specific focus on multifamily Perform market and credit analysis Develop, prepare and refine financial models Collaborate with financial stakeholders including, but not limited to partners, lenders and investors to refine project details and inform deals accordingly Assist with preparation of investor communications, reporting, and distributions What we require: A highly motivated individual with 2+ years' experience in real estate financial modeling Bachelor's degree in finance, Accounting, Real Estate or related field High proficiency in Microsoft Excel Proficiency with balance of MS Office Suite Detail oriented with the ability to multitask and prioritize deadlines Creative and Flexible Strong communication and collaboration skills A competitive benefits package includes PTO, medical, dental, vision-, life-, short- and long-term disability and 401(k) plan. All qualified applicants will receive consideration for employment & will not be discriminated against based on disability or their protected veteran status.
    $70k-121k yearly est. 1d ago
  • Finance Manager

    Savills North America 4.6company rating

    Chicago, IL jobs

    About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
    $84k-120k yearly est. 3d ago
  • Investment Sales Analyst

    Cushman & Wakefield | Boerke 4.5company rating

    Milwaukee, WI jobs

    Job Title: Investment Sales Analyst Team: Investment Sales/Capital Markets Reports To: Director of Transaction Management; works closely with the Transaction Coordinator and Senior Producers Job Summary The Investment Sales Analyst supports Boerke's Investment Sales Team through financial analysis, property valuations, market research, and preparation of institutional-quality offering materials. Under the direction of the Director of Transaction Management and Transaction Coordinator, this role also provides analytical and documentation support throughout the transaction lifecycle. This role is ideal for someone with strong analytical skills, attention to detail, and a desire to grow into a client-facing role within institutional commercial real estate. You will work closely with senior producers in a fast-paced, entrepreneurial environment with meaningful exposure to deals, clients, and career advancement. Essential Job Duties and Responsibilities Financial Analysis & Valuation Build and maintain detailed financial models, including pro formas, discounted cash flow analyses, IRR models, sensitivity analysis, rent-roll forecasting, and NOI projections. Help standardize and improve valuation models and underwriting templates used across the Investment Sales team, in coordination with the Transaction Coordinator. Underwrite major commercial real estate asset classes with an emphasis on industrial, retail, multifamily, and office. Review operating statements, leases, budgets, and market assumptions to support pricing and investment recommendations. Prepare Broker Opinion of Value (BOV) analyses and pricing guidance. Market Research & Data Management Conduct market and asset-level research including leasing trends, comparable sales and rents, demographic data, supply/demand indicators, and cap-rate benchmarking. Help maintain internal databases of active investment opportunities, sales comps, rent comps, and pipeline activity, in partnership with the Transaction Coordinator. Research property ownership details, parcel data, zoning information, and historical transaction records to support underwriting and marketing efforts. Track macroeconomic and capital markets trends relevant to institutional CRE. Support maintenance of client and investor contact lists within CRM and shared databases to ensure accurate information for marketing and outreach. Deal Execution & Transaction Support Assist in preparing high-quality offering memoranda, teasers, proposals, and pitch materials. Support due diligence by organizing data rooms, reviewing third-party reports, and managing document flow under the direction of the Transaction Coordinator and brokers. Support property tour coordination, analyze buyer feedback, and assist in preparing negotiation and decision-support materials. Assist in assembling closed deal files, including commission sheets and essential documentation, as requested. Help prepare activity reports, meeting agendas, and internal tracking sheets for the investment team. Business Development Assist brokers with pitch decks, client updates, competitor/market-share analysis, and custom client deliverables. Support new business proposals, RFP responses, and customized client deliverables. Help manage CRM records, active mandates, pipeline reporting, and relationship tracking. Assist in planning client events and investor gatherings by preparing materials, lists, and follow-up tracking in partnership with the Transaction Coordinator. Contribute to the creation and distribution of team newsletters and market updates by assisting in compiling recent transaction activity, submarket insights, and research findings. Required Qualifications Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field. 0-4 years of experience in real estate underwriting, capital markets, investment banking, appraisal, or financial analysis. Strong proficiency in Excel (advanced modeling) and Microsoft Office Suite (Word, PowerPoint); ability to produce clean, visually compelling materials. Understanding of pro forma modeling, lease structures, commercial valuation methods, and core CRE fundamentals. Excellent written and verbal communication skills, including the ability to simplify complex analyses. High attention to detail with the ability to manage multiple projects and meet deadlines. Comfortable operating in a dynamic, entrepreneurial environment. Preferred Qualifications Experience at a CRE brokerage, private equity firm, lender, appraisal firm, REIT, or related capital markets environment. Experience producing institutional-quality offering memoranda and BOVs. Familiarity with platforms such as CoStar, CREXI, RCA/MSCI, Reonomy, and CRM systems. Argus Enterprise experience or willingness to learn. Knowledge of the Midwest commercial real estate markets. ______________________________________________________ About Cushman & Wakefield | Boerke Cushman & Wakefield | Boerke is a leading commercial real estate brokerage firm deeply rooted in Wisconsin. Since 1921, we have been providing commercial real estate users, owners, and developers with strategic solutions for their business and operational space needs. Our alliance with Cushman & Wakefield allows us to serve the local business community and commercial real estate market by offering national and global reach.
    $78k-126k yearly est. 5d ago
  • Finance Manager

    Savills North America 4.6company rating

    Phoenix, AZ jobs

    About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
    $81k-107k yearly est. 3d ago
  • Finance Manager

    Savills North America 4.6company rating

    Saint Louis, MO jobs

    About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
    $74k-102k yearly est. 3d ago
  • Director of Financial Planning and Analysis

    The Connor Group 4.8company rating

    Miamisburg, OH jobs

    Director of Financial Planning &Analysis General Description The Director of FP&A is a hands-on leadership role that will own financial planning, forecasting, and analysis to support strategic decision-making across the organization. This role is responsible for delivering actionable insights, developing scalable financial models, and partnering with senior leadership to drive accountability and performance. This role will report to the Senior Vice President of Accounting & Finance and will be a great fit for someone who naturally connects financial outcomes to business strategy and thrives on making sense of the bigger picture. Subject Matter Responsibilities Lead the annual budgeting and reforecasting processes across all properties and departments Develop and maintain financial models to support strategic initiatives and scenario planning Analyze financial and operational results to identify trends, risks, and opportunities Prepare financial reports, dashboards, and KPIs for executive leadership Partner with department heads to align financial goals with operational strategies Drive improvements in financial systems, tools, and processes for greater efficiency and accuracy Support acquisition, disposition, and refinancing activities, capital planning, and investor relations as needed Help support compliance with internal controls and financial policies Leadership Responsibilities Experienced with leading teams through change, with the ability to clearly articulate vision, strategies, and goals, while remaining adaptable to evolving business needs. Skilled at setting effective SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) goals. Skilled with delivering timely feedback, holding team members accountable, as well as recognizing and rewarding accomplishments. Ability to foster a culture of growth and learning, challenging your team to develop their skills and knowledge. Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred) 8+ years of progressive experience in FP&A, with at least 3 years in a leadership role Strong financial modeling and analytical skills Proficiency in financial planning software and BI tools (e.g. Power BI) Strong written and verbal communication skills to effectively communicate with both internal and external customers/business partners. Proven record serving as a strategic partner to the business with strong interpersonal skills and ability to collaborate across all levels of the organization. Demonstrated success with identifying and leading process improvement initiatives and system implementations; a plus. Strict attention to detail, highly organized, efficient, and ability to multi-task. Why Join Us? Competitive compensation package Comprehensive health and wellness benefits Best-in-class 401(k) with company match up to 9% Professional growth and development opportunities, including a pathway to equity partnership The opportunity to influence strategy and help shape the voice of one of America's top privately held real estate investment firms
    $100k-155k yearly est. 2d ago
  • Finance Manager

    Savills North America 4.6company rating

    Dallas, TX jobs

    About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
    $74k-100k yearly est. 3d ago
  • Finance Manager

    Savills North America 4.6company rating

    Tampa, FL jobs

    About Savills Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise. Find your place to thrive. No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple: Be extraordinary, together. About the Role Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations. KEY RESPONSIBILITIES Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services Provide regular revenue and expenditure updates to internal and external clients Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations Calculate rebates and coordinate disbursements to clients Calculate and coordinate payment of monthly and quarterly bonuses Drive accounts receivable Enter deals into Salesforce, coordinate revisions, and ensure all necessary documentation is obtained and approved. Create and track invoices, including timing of second-half submissions, and coordinate with relevant teams to ensure timely deal processing. Monitor and track past due payments, record received payments, and complete monthly reports by liaising with various stakeholders to secure ETAs on outstanding payments. Coordinate payments to third-party co-brokers, manage vendor setups, and handle inquiries regarding third-party payments. Update the work in process tracker to reflect deals that need review in the weekly meeting. QUALIFICATIONS Bachelor's degree in Finance, Accounting, Business Administration or related disciplines 7 years of finance and/or similar operational experience Advanced Excel skills with the ability to manage large data sets from multiple sources Experience with PowerBI and Salesforce preferred but not required Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios Must be detail oriented and demonstrate excellent analytical skills Must be comfortable communicating with all levels of the organization, including the C-Suite Ability to successfully perform under pressure and meet deadlines while managing multiple projects Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
    $68k-96k yearly est. 3d ago
  • Senior Acquisition Analyst

    Cityview 3.9company rating

    New York, NY jobs

    Cityview is a vertically integrated real estate investment management firm focused on complex multifamily value-add and development opportunities in high-growth markets. We are currently executing a strategic expansion into the East Coast markets and are seeking an investment professional to join the New York office to assist in investment acquisitions and capital formation. Role Description: This position offers the opportunity to combine high-velocity deal execution with strategic capital formation. The successful candidate will report directly to the Head of East Coast Acquisitions, operating in a high-autonomy environment that demands commercial judgment, quantitative excellence, and attention to detail. Investment Acquisitions (70%) Deal Execution: Drive the full transaction lifecycle for East Coast multifamily investments. Responsibilities include thesis generation, rigorous underwriting, due diligence management, and closing execution. Quantitative Rigor: Construct and manipulate granular financial models (Excel) for complex deal structures, including ground-up development, value-add repositioning, and multi-tiered waterfall promotes. Investment Committee: Synthesize deal metrics and market research into high-conviction Investment Committee memoranda; defend underwriting assumptions to Senior Leadership. Market Intelligence: develop proprietary views on target submarkets through primary research, tracking supply/demand fundamentals to identify mispriced opportunities. Strategic Capital Formation (30%) Fund Analysis: Partner with the Capital Raising team to model fund-level returns and sensitivity analyses for current and future investment vehicles. Strategic Fundraising Materials: Prepare institutional-grade presentation materials for potential and existing investors Qualifications: We are seeking a candidate with a proven track record of academic and professional excellence. Experience: 2-3 years of experience at a top-tier Investment Bank (Real Estate coverage), Private Equity firm, or elite Real Estate Brokerage. Technical Skills: Expertise in Excel and financial modeling is required. Candidates must demonstrate an ability to build complex models from scratch with zero error rate. Education: Strong academic credentials from a top-tier university with a degree in Finance, Real Estate, Economics, or a related field. Competencies: Intellectual Honesty: A commitment to accurate, unbiased analysis. Commercial Acumen: The ability to look beyond the spreadsheet to understand the business case. Work Ethic: A high degree of self-motivation and the ability to perform under pressure in a deadline-driven environment. The Opportunity: Meritocracy: This is a lean, flat team structure where responsibility is awarded based on performance, not tenure. Direct Exposure: You will work directly with senior dealmakers and have immediate exposure to the decision-making process of a discretionary fund. Impact: As a founding member of the NYC office, you will play a material role in shaping the firm's East Coast portfolio strategy. Physical Requirements and Working Conditions: Works in an office environment and frequently sits for long periods of time. Frequently speaks, reads, writes, and uses a computer keyboard and telephone. Occasionally stands, walks, lifts, stoops, and bends. EQUAL OPPORTUNITY EMPLOYER Cityview is an equal opportunity employer to all, regardless of age, ancestry, color, disability, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding, and related medical conditions), and sexual orientation.
    $65k-91k yearly est. 2d ago
  • Acquisition Analyst/Associate

    BLDG Partners 3.6company rating

    Beverly Hills, CA jobs

    Company Profile BLDG Partners LLC is a Southern California-based real estate investment firm founded in 2010, focused on the preservation and creation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country through creative investment strategies and disciplined execution. Position Summary BLDG Partners is seeking a highly analytical, resourceful, and detail-oriented Acquisitions Analyst/Associate to join our growing team dedicated to acquiring and preserving affordable and workforce housing communities nationwide. In this role, you'll play a key part in sourcing, underwriting, and executing real estate investments, as well as supporting financing, refinancing, and disposition activities. The ideal candidate thrives in a fast-paced, entrepreneurial environment, possesses strong critical thinking skills, and can manage multiple priorities under tight deadlines. This is an excellent opportunity to join an experienced team at the forefront of affordable housing investment and to make a tangible impact on communities across the country. Responsibilities Underwriting & Analysis Build and maintain complex financial models in Excel to underwrite affordable and workforce housing acquisitions across various markets and risk profiles. Perform detailed analyses of rent rolls, operating statements, capital expenditure budgets, tax and regulatory agreements, and market comparables. Analyze affordable housing programs (LIHTC, HUD, Section 8, etc.) and assess how they impact deal economics and feasibility. Transaction & Financing Support Support all aspects of the acquisition process, including preparing LOIs, coordinating due diligence, and assisting in transaction closings. Assist in the analysis and execution of property financings, refinancings, and dispositions, including working with lenders, preparing materials, and supporting transaction processes. Order and review third-party reports (appraisals, environmental assessments, physical needs assessments, etc.). Assist with property inspections, market tours, and site visits as required. Research & Market Intelligence Conduct market research to evaluate local economic drivers, housing supply and demand, and competitive landscapes in target markets. Monitor housing policy developments and affordable housing incentives in relevant jurisdictions. Internal Collaboration & Reporting Prepare investment memoranda and presentations for internal investment committees and external partners. Collaborate with Asset Management to ensure a smooth transition of acquisitions into the operational portfolio. Participate in portfolio strategy discussions, helping shape acquisition pipelines, financing strategies, and investment theses. Relationship Management Build relationships with brokers, lenders, attorneys, consultants, and other industry professionals to source opportunities and stay informed on market dynamics. Qualifications Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field required. 2-5 years of professional experience in real estate acquisitions, investment analysis, asset management, or related financial roles, preferably with multifamily housing experience. Strong financial modeling skills in Excel, with the ability to build, audit, and explain complex models. Excellent analytical and critical thinking skills; able to dissect large amounts of data and draw meaningful conclusions quickly and accurately. High attention to detail and strong organizational skills, with the ability to manage multiple projects simultaneously in a fast-paced environment. Strong verbal and written communication skills, with the ability to prepare clear, concise reports and presentations. A collaborative team player with a proactive attitude, intellectual curiosity, and a strong sense of accountability. Familiarity with affordable housing programs (LIHTC, HUD, Section 8, etc.) is a plus but not required. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with real estate-specific software (e.g., Yardi, Argus) is a plus. Willingness to travel periodically for property tours, due diligence, and industry events. Why BLDG Partners? Work with a passionate team committed to delivering quality housing and positive community impact. Exposure to complex affordable and workforce housing transactions nationwide. Opportunities for professional growth in a dynamic, entrepreneurial firm. Competitive compensation and benefits.
    $63k-89k yearly est. 5d ago
  • Senior Analyst, Multifamily Investment Sales

    Walker & Dunlop 4.9company rating

    Nashville, TN jobs

    Department: Multifamily - Sales We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview Walker & Dunlop Investment Sales (WDIS) represents the nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country. The Impact You Will Have The primary role of the senior analyst is to support production members of the Walker & Dunlop Investment Sales team with financial modeling of multifamily assets along with producing institutional quality marketing materials and maintaining detailed market analysis. Candidates with a strong analytical ability, high attention to detail, and an interest to hone quantitative skills will excel in this position. Primary Responsibilities Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals Assist in the creation and editing of “state of the market” presentations given at national conferences and in private client meetings Conduct transaction coordination and due diligence coordination for the Investment Sales team Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval Contact interested parties to remind them of missing documents Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal Monitor and assess the progress of sales so that important deadlines are met and contingencies are released Provide preliminary audits of files for management review Perform other duties as assigned Attendance is generally 8:30 am - 5:30 pm EST Monday through Friday Education and Experience Bachelor's degree (Finance and/or Real Estate concentration preferred) 2+ years of experience in Finance, Real Estate or related field preferred Knowledge, Skills and Abilities Client relationship management skills Excellent attention to detail and organizational skills Ability to accurately and productively handle multiple tasks during time sensitive situations Ability and willingness to work extended hours or weekends to meet deadlines when appropriate Excellent financial modeling skills including thorough knowledge of Excel Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed Advanced written and oral communication skills Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders #LI-CR1 #LI-Onsite What We Offer The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include: - Up to 83% subsidized medical payroll deductions - Competitive dental and vision benefits - 401(k) + match - Pre-tax transit and commuting benefits - A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance - Paid maternity and parental leave, as well as other family paid leave programs - Company-paid life, short and long-term disability insurance - Health Savings Account and Healthcare and Dependent Care Flexible Spending Career development opportunities Empowerment and encouragement to give back - volunteer hours and donation matching *Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
    $70k-101k yearly est. Auto-Apply 54d ago
  • Senior Analyst, Multifamily Investment Sales

    Walker and Dunlop, Inc. 4.9company rating

    Nashville, TN jobs

    Department: Multifamily - Sales We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities - where people live, work, shop, and play - to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview Walker & Dunlop Investment Sales (WDIS) represents the nation's premier multifamily owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and surpassed $19B in annual sales volume in 2022. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country. The Impact You Will Have The primary role of the senior analyst is to support production members of the Walker & Dunlop Investment Sales team with financial modeling of multifamily assets along with producing institutional quality marketing materials and maintaining detailed market analysis. Candidates with a strong analytical ability, high attention to detail, and an interest to hone quantitative skills will excel in this position. Primary Responsibilities * Financial analysis of multifamily opportunities, including existing, value add, and ground-up developments using proprietary WDIS underwriting model * Actively assist in the research, writing, and proofing of W&D Investment Sales marketing offering memorandums (OMs) and Broker Opinion of Values (BOVs) Research and maintain databases which track Investment Sales activity, construction pipeline, and other relevant real estate metrics * Develop and maintain market knowledge through regular reading of industry trade journals, economic forecasts, and news-related periodicals * Assist in the creation and editing of "state of the market" presentations given at national conferences and in private client meetings * Conduct transaction coordination and due diligence coordination for the Investment Sales team * Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval * Contact interested parties to remind them of missing documents * Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal * Monitor and assess the progress of sales so that important deadlines are met and contingencies are released * Provide preliminary audits of files for management review * Perform other duties as assigned * Attendance is generally 8:30 am - 5:30 pm EST Monday through Friday Education and Experience * Bachelor's degree (Finance and/or Real Estate concentration preferred) * 2+ years of experience in Finance, Real Estate or related field preferred Knowledge, Skills and Abilities * Client relationship management skills * Excellent attention to detail and organizational skills * Ability to accurately and productively handle multiple tasks during time sensitive situations * Ability and willingness to work extended hours or weekends to meet deadlines when appropriate * Excellent financial modeling skills including thorough knowledge of Excel * Proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed * Advanced written and oral communication skills * Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes * Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders #LI-CR1 #LI-Onsite What We Offer * The opportunity to join one of Fortune Magazine's Great Places to Work winners from 2015-2023 * Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation, some of which include: * Up to 83% subsidized medical payroll deductions * Competitive dental and vision benefits * 401(k) + match * Pre-tax transit and commuting benefits * A robust health and wellness program - earn cash rewards and gain access to resources that promote health, engagement, and balance * Paid maternity and parental leave, as well as other family paid leave programs * Company-paid life, short and long-term disability insurance * Health Savings Account and Healthcare and Dependent Care Flexible Spending * Career development opportunities * Empowerment and encouragement to give back - volunteer hours and donation matching * Eligibility may vary based on average number of hours worked EEO Statement We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at ************, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.
    $70k-101k yearly est. Auto-Apply 53d ago
  • Senior Investment Analyst (Hedge Funds, Private Credit, and Public Markets)

    Utah Retirement Systems 4.5company rating

    Salt Lake City, UT jobs

    About The Company We serve Utah public employees with retirement and insurance benefits in a partnership of trust with a commitment to value, innovation, and excellence. URS has two divisions. The Retirement Office administers pension benefits and retirement savings plans. Public Employees Health Program (PEHP), a division of Utah Retirement Systems, is a nonprofit trust with the vital job of providing health benefits to Utah's public employees and their families. We serve only the public sector - the State of Utah, its counties, cities, school districts, and other public agencies. URS Investments Department The Investments Team is responsible for implementing the investment program of the URS Defined Benefit plan. The Investments Team manages investments internally and partners with external investment firms to manage a globally diversified portfolio. The teams' efforts have a strong emphasis on Absolute Return, Real Assets, and Private Equity investments. Defined Benefit assets were $48.1 billion as of 12/31/2024. Why you'll love working at URS Meaningful and interesting work Make an impact Career development and personal growth Learning opportunities across asset classes Access to investment thought leaders globally Hybrid work environment Team oriented and collegial culture Competitive pay and benefits Outstanding outdoor lifestyle, including proximity to 7 ski resorts How you'll succeed Team player Strong analytical and critical thinking skills Passion for quantitative and qualitative analysis, manager selection, and strategy research Strong written and verbal communication skills Ability to build relationships High degree of intellectual curiosity Entrepreneurial mindset (see something, do something) Mission-oriented To learn more about the URS Investments Department click here. Job Description POSITION SUMMARY Collaborates with the Investment Team in the ongoing monitoring, evaluation, and selection of external investment managers. May perform similar functions related to joint venture or direct investments. Provides research, analysis, and recommendations to Senior Investment Professionals on risk, performance, and portfolio fit. Gathers data for Risk Management Systems. Provides support for decisions regarding asset allocation, Board communication, and reporting. ESSENTIAL JOB FUNCTIONS AND DUTIES Conducts analysis and due diligence on investment managers. Monitors, evaluates, and makes recommendations in the context of asset class objectives, market conditions, performance, peers, benchmarks, and other considerations. May perform similar functions related to joint venture or direct investments. Sources new investments, including identifying new investment managers and leading initial due diligence efforts on same. May perform similar functions related to joint venture or direct investments. Develops and demonstrates competence in specific strategy area(s) and/or asset class(es). Assists Senior Investment Professionals with portfolio construction and top-down strategy decision making as needed. Supports Senior URS Investment Professionals on plan-level decisions such as rebalancing, liquidity management, and broad asset allocation themes. Works with Senior URS Investment Professionals on implementation and execution of portfolio, strategy, and investment-specific recommendations. Acts as lead project manager on research and operational projects, as assigned. Contributes to development and mentoring of Investment Analysts. Prepares investment recommendations based on strategic and tactical asset allocation decisions. Corresponds frequently with investment managers, external service providers and industry experts to formulate market opinions, identify investment opportunities and gauge investment trends. Contributes to ongoing process improvements. Attends professional seminars and conferences; establishes professional relationships with institutional investor peers and with tenured industry professionals. Promotes internal cooperation among the Investment Team and with external service providers. Promotes organizational efficiency through high professional standards. Demonstrates a high level of intellectual curiosity. Maintains regular and reliable attendance. Maintains strict confidentiality and adheres to URS Ethics and Compliance policies. Other related duties as required. Required Experience Education and Experience A Bachelor's Degree and a minimum of three (3) years of directly related professional experience; or an equivalent combination of education and experience. Prior experience conducting investment manager research and due diligence is required. Applicable degrees include; investment management, business administration, accounting, financial management, economics, mathematics, statistics, physics, chemistry, law, humanities, or related field. Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or other related designations is preferred. Investment research experience in an institutional investment setting (pension, endowment, foundation, insurance company, consultant to institutional investors, etc.) is preferred. MBA or related Master's Degree is preferred. Knowledge, Skills, and Abilities This list contains knowledge, skills, and abilities that are typically associated with the job. It is not all-inclusive and may vary from position to position: Required technical skills include the ability of: * Microsoft Office Suite, including expert knowledge of Excel. * SQL. * Access. * Visual Basic. Required mathematical skills include ability of: * Advanced mathematical concepts including correlations, factor analysis, and statistics. Required investments knowledge of: * Purpose, principle, and theory of institutional portfolio management and statistical analysis. * Business, monetary. and economic trends and practices. * Security analysis and financial forecasting. * Due diligence process, including on-site meetings. Must possess excellent communication skills: * Distill analysis into original reports and recommendations * Communicate effectively both verbally and in writing. * Establishes and maintains strong working relationships with colleagues and external investment professionals. * Present information on complex topics to top management, peers, and occasionally the URS board. Must have the ability to: * Demonstrate daily that URS' beneficiaries are a top priority. * Establish and maintain effective working relationships with colleagues and external investment professionals. * Attend to detail. * Display autonomy and leadership in performing job functions. * Follow written and verbal instructions. * Prioritize work. * Perform within deadlines. * Work well in a team environment as well as independently. * Multi-task by handling a variety of duties in a timely and efficient manner. * Follow through with assignments. * Deal effectively with stress caused by workload and time deadlines. The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS. Additional Requirements As a requirement of this position, the employee will submit to the URS Investment Compliance Officer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee's control and direction, or under the control and direction of the employee's spouse. Work Environment Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions. Job duties require extensive travel for office business. Individual must be physically capable of safely operating a vehicle, possess a valid license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).
    $65k-102k yearly est. Auto-Apply 60d+ ago
  • Sr Analyst/Associate - Investor Relations

    The Wolff Company 4.2company rating

    Scottsdale, AZ jobs

    Full-time Description The Investment Management team is seeking a dynamic Senior Analyst or Associate in Investor Relations to strengthen our investor communication and fundraising efforts. The successful candidate will be responsible for accurate and timely reporting to investors and joint venture partners, leveraging a deep understanding of fund and real estate investment activities to deliver exceptional service. Success in this role requires strong attention to detail time management, and analytical skills. Key Responsibilities: Investor Reporting: Lead preparation and delivery of quarterly, annual, and ad-hoc investor reports, ensuring accuracy, timeliness, and consistency across all materials. Clearly communicate investment activity, portfolio performance, market trends, and the firm's outlook. Coordinate closely with Accounting, Portfolio Analytics, Legal, Tax, and Asset Management teams to compile and verify data. Maintain reporting calendars, track deliverables, and proactively manage deadlines to meet all investor and partner expectations. Support report distribution and document posting through the investor portal, including financial statements and tax forms. Review all data and narrative content with exceptional attention to detail, ensuring clarity, accuracy, and alignment with firm standards. Investor Portal & Records: Maintain complete and current investor records, including capital activity, ownership data, and contact information, within the firm's investor portal and interna registries. Coordinate investor transfers and ownership changes, ensuring proper documentation. Fundraising & Due Diligence Support: Support fundraising activities by keeping due diligence materials and data rooms current, completing investor questionnaires, and preparing presentations and performance summaries. Collaborate with internal teams to ensure all materials are accurate, consistent, and compliant. Requirements Honesty, integrity, and a strong work ethic Exceptional organizational, planning, and multitasking abilities Excellent written and verbal communication skills Advanced proficiency in Microsoft Word, PowerPoint, and Excel (including understanding of financial modeling) Qualifications: Bachelor's degree required (finance, accounting, business preferred) 2+ years of experience in a client-facing or analytical role Background in finance, accounting, or real estate is strongly preferred Demonstrated accountability for quality and accuracy in prior roles WHY WOLFF? Competitive compensation + performance bonuses Medical, dental, vision, and 401(k) match PTO plus volunteer time People-first culture built on innovation, stewardship, execution, and continuous learning COMPANY OVERVIEW The Wolff Company is a real estate investment firm that is focused on the multifamily and senior living sectors throughout the United States. The firm has over $3.5 billion in assets under management across five active funds, numerous joint ventures, and legacy partnerships. Wolff's investor base includes institutions, family offices, public and private pension plans, and high-net-worth individuals. Wolff's investment activity primarily occurs through two closed-end fund series-Wolff Real Estate Partners and Wolff Credit Partners.
    $82k-141k yearly est. 38d ago
  • Financial Analyst Internship

    Lincoln Property Company, Inc. 4.4company rating

    Austin, TX jobs

    Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com. We create places people want to call home - starting with you. With decades of proven success, Willow Bridge is a national leader in residential property management and development, active in 29 states and managing more than 230,000 apartment homes across the U.S. At Willow Bridge, our purpose drives everything we do. Whether you're launching your career or looking to take the next step, we're here to support your growth with intention, flexibility, and real opportunities to make an impact. The Willow Bridge Summer Internship Program is a 9-week experience designed to provide valuable hands-on work with a national leader in the property management industry. Your summer with Willow Bridge will include: * A 3-day orientation experience at HQ in Dallas, TX with opportunities to network and hear from senior leadership * Weekly internship meetings consisting of professional workshops, leadership speakers, and meaningful conversations * The opportunity to showcase your interests and learnings through a final project presentation to leadership at the conclusion of the program The program will run from June 1 - July 31, 2026. Responsibilities Responsibilities: We're currently hiring a Financial Analyst Intern to work with our team based in Austin, TX. We are looking for an entrepreneurial-minded person who enjoys building relationships with their team and customers. Does that sound like you? Become part of the Willow Bridge family and grow your career path today! * Learn how to monitor/evaluate multifamily market conditions, including rental rates, occupancy trends, leasing concessions, & construction delivery schedules * Assist Regional Management team with property-level & portfolio-level operational strategies based on market research, to include historical market trending and performance forecasting * Support Asset Managers on requests involving market rent analysis, market saturation analysis, lease-up absorption analysis, etc. * Shadow the underwriting/proforma process for potential business * Additional tasks as assigned * Check assigned email regularly * Check in with assigned manager and internship program directors regularly to report progress, questions, and any concerns that may arise Qualifications Qualifications: * Interest or desire to work in property management, real estate, or finance * Strong analytical skills & ability to grasp new concepts quickly. * Strong written and verbal skills. * Ability to maintain sensitive and confidential information. * Strong problem-solving skills. * Must display intellectual curiosity and eagerness to learn. * Must be a rising Junior or Senior for a degree in Finance, Real Estate, Business Administration, or related field from an accredited college or university at the time of the first day of the program
    $31k-41k yearly est. Auto-Apply 38d ago
  • Corporate FP&A Analyst

    The Scion Group 3.9company rating

    Chicago, IL jobs

    ? Check out our website. We're hiring immediately! We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas. Your Opportunity Scion is seeking a talented Financial Planning & Analysis Senior Analyst to join us in executing our vision. This position will deliver accurate and efficient budgeting, forecasting and reporting, while driving continuous process improvement. The Financial Planning & Analysis team is responsible for monthly and quarterly financial reporting, budgeting and forecasting, variance analysis, market and portfolio analytics, capital expenditure analysis, market research, and critical financial reports and analyses presented to institutional partners and Scion's executive leadership team. The Senior Analyst is curious, highly analytical and excels in a fast-paced, agile, corporate environment. This role demands a vigor for problem solving, strong analytical ability, attention to detail and proficient finance skills. This role is based in our Home Office in Chicago, IL and requires five days in-office. Your Responsibilities Reporting Help to maintain and continuously improve the overall reporting process through use of automation, databasing, and business intelligence tools. Assess monthly performance and determine key trends across individual properties and portfolios. Develop monthly cash balance projections to forecast distributions and create meaningful analysis of future cashflows. Create and maintain various financial models and asset management tracking tools dedicated to providing a clear understanding of investment performance. Develop presentations and detailed financial analysis results in a well-defined format. Budgeting & Forecasting Support the property-level annual budgeting and periodic reforecast process, owning and/or assisting various revenue and expense workstreams and working closely with asset management, property operations, revenue management, capital, and other departments to ensure the highest quality budgets. Review proposed budgets through detailed trend analysis of historical performance, portfolio and external benchmarks, contracts, and new strategic initiatives to identify outliers and improvement opportunities. Be an expert in the budgeting and forecasting system and process, providing mentorship to analysts across FP&A and asset management. Research Perform special research, analysis, and ad hoc projects for a multitude of stakeholders on a frequent basis collaborating closely with all departments across the organization. Leverage executive communication skills to clearly explain analysis results to internal peers, senior management, external investors. The responsibilities listed above may not be all inclusive. What We Require Bachelor's Degree in Engineering, Finance, Economics, Accounting, Mathematics, or other STEM program is preferred; 3-5 years of professional experience Advanced financial modeling skills with Excel (VBA is a plus) Experience with data visualization and business intelligence tools is preferred (Looker is a plus) Excellent written and verbal communication skills with PowerPoint experience Experience with Vena and Entrata is preferred Strong collaboration across all departments and with external partners Operational Details Job location is based at Scion's Chicago corporate headquarters. Working hours consist of standard daytime business hours. Your Benefits FLSA Status Exempt Discretionary annual bonus Paid Time Off + Floating Holidays Health Insurance Dental Insurance Vision Insurance 401k Matching Paid Parental Leave Learning reimbursement opportunities The Scion Group LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, creed, national origin, color, gender, sex, sexual orientation, gender identity or expression, age, physical or mental disability (as long as the employee/applicant is otherwise qualified for the job with or without a reasonable accommodation), genetic information, HIV/AIDS status, marital status, uniformed service, veteran status, pregnancy or other legally protected status or category under federal or state law. The Scion Group LLC complies with applicable state and local laws governing nondiscrimination in employment in all locations in which the Company has properties. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, training and other terms and conditions of employment. The Scion Group LLC is committed to the principles of equal employment opportunities. IND-A #werearehiring #werehiring #LI-MCW The base salary range for this full-time position is base + bonus + benefits. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Illinois Pay Range$75,000-$80,000 USD
    $75k-80k yearly Auto-Apply 7d ago
  • Corporate FP&A Analyst

    The Scion Group 3.9company rating

    Chicago, IL jobs

    Your Opportunity Scion is seeking a talented Financial Planning & Analysis Senior Analyst to join us in executing our vision. This position will deliver accurate and efficient budgeting, forecasting and reporting, while driving continuous process improvement. The Financial Planning & Analysis team is responsible for monthly and quarterly financial reporting, budgeting and forecasting, variance analysis, market and portfolio analytics, capital expenditure analysis, market research, and critical financial reports and analyses presented to institutional partners and Scion's executive leadership team. The Senior Analyst is curious, highly analytical and excels in a fast-paced, agile, corporate environment. This role demands a vigor for problem solving, strong analytical ability, attention to detail and proficient finance skills. This role is based in our Home Office in Chicago, IL and requires five days in-office. Your Responsibilities Reporting * Help to maintain and continuously improve the overall reporting process through use of automation, databasing, and business intelligence tools. * Assess monthly performance and determine key trends across individual properties and portfolios. * Develop monthly cash balance projections to forecast distributions and create meaningful analysis of future cashflows. * Create and maintain various financial models and asset management tracking tools dedicated to providing a clear understanding of investment performance. * Develop presentations and detailed financial analysis results in a well-defined format. Budgeting & Forecasting * Support the property-level annual budgeting and periodic reforecast process, owning and/or assisting various revenue and expense workstreams and working closely with asset management, property operations, revenue management, capital, and other departments to ensure the highest quality budgets. * Review proposed budgets through detailed trend analysis of historical performance, portfolio and external benchmarks, contracts, and new strategic initiatives to identify outliers and improvement opportunities. * Be an expert in the budgeting and forecasting system and process, providing mentorship to analysts across FP&A and asset management. Research * Perform special research, analysis, and ad hoc projects for a multitude of stakeholders on a frequent basis collaborating closely with all departments across the organization. * Leverage executive communication skills to clearly explain analysis results to internal peers, senior management, external investors. The responsibilities listed above may not be all inclusive. What We Require * Bachelor's Degree in Engineering, Finance, Economics, Accounting, Mathematics, or other STEM program is preferred; 3-5 years of professional experience * Advanced financial modeling skills with Excel (VBA is a plus) * Experience with data visualization and business intelligence tools is preferred (Looker is a plus) * Excellent written and verbal communication skills with PowerPoint experience * Experience with Vena and Entrata is preferred * Strong collaboration across all departments and with external partners Operational Details * Job location is based at Scion's Chicago corporate headquarters. * Working hours consist of standard daytime business hours. Your Benefits * FLSA Status Exempt * Discretionary annual bonus * Paid Time Off + Floating Holidays * Health Insurance * Dental Insurance * Vision Insurance * 401k Matching * Paid Parental Leave * Learning reimbursement opportunities The Scion Group LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, creed, national origin, color, gender, sex, sexual orientation, gender identity or expression, age, physical or mental disability (as long as the employee/applicant is otherwise qualified for the job with or without a reasonable accommodation), genetic information, HIV/AIDS status, marital status, uniformed service, veteran status, pregnancy or other legally protected status or category under federal or state law. The Scion Group LLC complies with applicable state and local laws governing nondiscrimination in employment in all locations in which the Company has properties. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, training and other terms and conditions of employment. The Scion Group LLC is committed to the principles of equal employment opportunities. IND-A #werearehiring #werehiring #LI-MCW
    $43k-63k yearly est. Auto-Apply 5d ago
  • Financial Analyst Intern

    Illinois Housing Development 3.5company rating

    Chicago, IL jobs

    Financial Analyst Intern Department: Finance Who we are: The Illinois Housing Development Authority (IHDA) is one of the Nation's preeminent Housing Finance Agencies and one of the State's ten largest financial institutions. Our mission is to finance the creation and preservation of affordable housing across the state. IHDA oversees more than 20 federal and state programs on behalf of the state of Illinois and serves as one of the state's primary resources for housing policy and program administration. For over 50 years, IHDA has led the state in financing and supporting affordable housing. At IHDA we strive to create and maintain a work environment that promotes diversity, recognition and inclusion. IHDA is committed to hiring and investing in individuals of diverse talents and backgrounds to ensure a range of perspectives and experiences inform and guide our work of financing affordable housing in the state of Illinois. Summary: This is a Financial Analyst internship in the Finance Department for the Illinois Housing Development Authority. The department evaluates and monitors financial business of the Authority, performs, provides analysis on financial arrangements and obligations, and undertakes necessary action (for the Authority to achieve its mission) while maintaining and managing acceptable financial risks. The Financial Analyst intern will rotate across two primary functional areas of the Finance Department, Capital Markets (“CM”) and Financial Planning and Analysis (“FP&A”). Rotation One (1) is within Capital Markets, where the Finance Intern will assist with cash management, investment operations, and debt-related activities. Responsibilities may include helping process financial transactions, supporting the execution and monitoring of debt issuances, contributing to financial reporting, and performing analytical work related to IHDA's assets, liabilities, and overall funding strategy. Rotation two (2) will be in FP&A whereby the Financial Analyst intern will complete a program project that will yield historical activity, cost trending, and both cost reduction and process efficiency recommendations. Responsibilities: Work with teams, peers, and other stakeholders to define and implement new processes, procedures, and controls to improve efficiency and reduce risk. Overall evaluation of the Authority's single-family pipeline, daily positioning and trading. Assist with the investment of funds of various accounts and ongoing financial reports of the team. Assist in the purchases and sales of securities of various Authority managed funds in conjunction with the current Illinois Public Funds Investment Act, policies and procedures; participate in TBA forward trade settlements. Run and monitor the department's inbox/file folders to ensure emails and documents are properly filed. Supports compliance and monitoring, reporting and recording of ongoing business activities. Maintains the integrity of business activities/transactions throughout the entire business process and supports business continuity practices applicable to the department. Assist with daily cash management activities such as wire transfers for disbursements as well as monthly settlement of trust accounts. Assist in directing, moving and reconciling funds including Federal government-type funds, State trust funds or any other similar funds deemed by the Authority. Produce and review daily reports of trust accounts and compare them to ensure trust accounts have sufficient funds to make timely debt service payments. Help research and analyze new and improved ways to generate revenue for the Authority. Participate in bond issuance transactions, working with counterparties such as the financial advisor, investment banks, legal counsel, trustees and rating agencies. Participate in review of the financial feasibility, risks and costs and benefits of existing and new debt. Works with quantitative analyst and Trustee(s) to facilitate liability oversight and handling of proper recording of debt issuance and ongoing record management. Gathering and analyzing data related to product costs, including grant and loan expenditures, direct, and indirect costs. Collaborate with cross-functional teams to identify data requirements, sourcing, and defining. Conduct research to benchmark against standards, where applicable. Prepare detailed historical activity, cost reports, and presentations for management review. Performs other duties assigned. Experience: Currently a senior or graduate-level student pursuing a degree in Finance, Economics, Statistics, Business Administration, or Public Policy. Strong analytical skills, including the ability to work independently and assume responsibility for transactions and / or project deliverables with minimal supervision. Excellent organizational skill set and ability to handle multiple assignments. Proficient PC skills, including experience with Microsoft Office Suite. Knowledge of database systems and data analysis. Effective interpersonal skills. Able to build relationships with internal and external partners and suggest solutions. Good oral/written communication skills. Ability to communicate effectively with Management. Business Acumen - Understands how businesses work. Willingness to learn business strategies, tactics, and information affecting his/her business and organization. Physical Requirements: Alternating between sitting, standing, and walking. Ascending and descending stairs. Crouching and stooping. Pushing and pulling. Reaching overhead or below. Repetitive tasks movements (filing, keyboarding, copying). Lifting, carrying, and moving objects of up to 10 -15 pounds. IHDA's Summer Internship Program Highlights: Paid Internship Open to college students (must be an actively enrolled undergraduate or graduate student at the time of applying) Full-time hybrid internship program that runs from June - August (typically 10 weeks) You will receive on-the-job training from industry experts Participate in workshops to gain insight on key departments at the Authority Participate in IHDA's Mentorship Program Attend outings to connect with fellow interns EOE
    $31k-49k yearly est. Auto-Apply 33d ago
  • Client Financial Analyst

    Opus Corporation 4.6company rating

    Beaverton, OR jobs

    at Opus Agency Title: Client Financial AnalystGroup: Client Services Delivery OperationsTeam: Pricing and Financial OperationsReports to: Sr. Director, Finance OperationsLocation: Beaverton, OREmployment Type: Full-Time, Salary, ExemptTravel: 10% - 20% WHO WE ARE OPUS AGENCY Opus Agency is a future-forward full-service global event agency with over 400 team members in the United States, London, Sydney, Singapore, and New Zealand. Our portfolio of clients includes world-shaping brands such as Amazon, Google, Microsoft, Salesforce, ServiceNow, and many others. As we look ahead to 2026 and beyond, our profound opportunity is to shape the future of events in an increasingly AI-infused world. In an era where digital interactions often dominate, the authenticity of real-world connections will become paramount. Events will emerge as the #1 priority for CMOs, driving brand success and fostering deep, meaningful relationships with audiences. Our Client Services Delivery team plays a critical role in this vision, partnering with world-shaping brands like Microsoft, Google, and Salesforce, as well as an ever-expanding roster of category creators and fast-growing global brands. With these clients, we don't just respond to change; we shape it by pulling the future forward and leading them into a new era of event marketing. As a Client Financial Analyst, you will be at the forefront of this mission, driving innovative and impactful strategies that align with this events-driven vision for the future. WHAT WE ARE LOOKING FOR The Client Financial Analyst is responsible for managing and implementing strategic financial processes and procedures for client programs, driving financial infrastructure organization, and closely interfacing with agency teams for the success of each client program and event. This role also owns and drives client event budgets while working with various stakeholders, internal and external, who are involved with the program. YOU SHOULD HAVE 2 years minimum related experience Preferred Bachelor's degree in either Accounting or Finance Strong financial management and operational skills Advanced Proficiency in excel Excellent written and verbal communication skills Demonstrates effective negotiation techniques Strong analysis and judgment skills Accept changes with short notice and tolerate frequent interruptions. Demonstrated experience working independently and as part of a team. Prioritize, manage multiple projects, and effectively perform within tight time constraints. Successfully perform in high stress, fast-paced environment. Excellent judgment and decisiveness, high integrity, enthusiasm, diplomacy, and tact. Familiarity with Concur, Intacct, Salesforce preferred but not required. ESSENTIAL RESPONSIBILITIES Financial budget accountability to client and department on management of assigned programs Create budgets for new programs and clients Analyze data, financial data and non-financial data, and succinctly present results to colleagues and clients Interface with project leads and account executives to launch new clients Create, establish, and help implement financial best practices, streamlined efficiencies and program enhancements Drive growth of existing clients through solid delivery and performance Increased efficiencies gained through experience and expertise Coordination, preparation, and compilation of data / information for clients Maintain and expand industry knowledge, financial and event management, by attending educational workshops or classes; reviewing related publications; establishing networks Develop and maintain communications in a cooperative and professional manner with all levels of staff and customers Conceptualize and help implement strategic enhancements of client programs Other duties may be assigned to meet business needs SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibilities Other Skills and Abilities LANGUAGE SKILLS Ability to read, analyze, and interpret technical procedures and contracts. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from group of managers, clients, and customers. Ability to understand and interpret budgets and financial reports. Ability to explain basic financial matters to others. MATHEMATICAL SKILLS Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to create, monitor, and understand budgets, debits, credits etc. COMPTENCIES Adaptability/Flexibility Detail Orientation/Quality Focus Interpersonal Communication Ethics, Integrity, Values Time Management Analytical Skills Solutions oriented and creative problem solver What You Can Expect in Return Full time position Opportunities for growth and development Health & Dental Insurance (choice of plans) 100% Employer paid short-term disability and life insurance Opportunity to elect additional life insurance and LTD insurance at employee expense Paid parental leave Opportunity to contribute pre-tax dollars to flexible spending accounts 401(K) with employer match Flexibility in work schedules Generous time off HOW WE'LL TAKE CARE OF YOU Our job titles may span more than one career level. The starting salary for this role is between $63,000 and $75,000. Our salary ranges are based on third-party national average market compensation analysis. The actual salary is dependent upon many factors, such as: training, transferable skills, work experience, business needs, and market demands. The salary range is subject to change and may be modified in the future. NOT SURE IF YOU SHOULD APPLY? Studies show that those identifying as under-represented individuals might have talked themselves out of applying at this point. Don't worry about checking every single box. At Opus Agency, we are dedicated to building a versatile, inclusive team with a variety of backgrounds and a growth mindset - so if you're excited about this role, but your past experience doesn't align perfectly with every single item listed in this , we encourage you to apply. You may just be the right candidate for this role, or we may have other roles that better align with your skillset. PHYSICAL REQUIREMENTS: Individuals will be required to sit for the majority of the day and may be required to stand as needed. May require ability to ambulate primarily on a level surface for periodic periods throughout the day. Individuals may be required to travel via airplane, train, taxi, car and/or other means of transportation, as needed. The is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice. OTHER DUTIES AND ACKNOWLEDGEMENT The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee/ candidate a general sense of the responsibilities and expectations of the position. Duties, responsibilities, and activities may change at any time with or without notice. This does not create an employment contract, implied or otherwise, other than an "at will" relationship. This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Opus Agency does not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. All employment is decided based on qualifications, merit, and business need. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $63k-75k yearly Auto-Apply 60d+ ago
  • Financial Analyst

    Columbia Residential Properties, LLC 4.2company rating

    Atlanta, GA jobs

    Job Description Reports to VP of Asset Management & Preservation: The Financial Analyst will support the Asset Management team in overseeing the financial performance of a multifamily real estate portfolio. This role will be responsible for analyzing property performance, preparing financial reports, assisting with budget development, monitoring compliance with financing requirements, and providing decision-making support to senior management and ownership groups. The analyst will play a key role in optimizing asset value and ensuring strong financial returns across the portfolio. Key Responsibilities:Financial Analysis & Reporting: Prepare and maintain detailed property and portfolio-level financial models. Track operating performance versus budget, pro forma, and industry benchmarks. Conduct variance analysis on monthly, quarterly, and annual financial results. Create dashboards, reports, and presentations for ownership, investors, and executive management. Asset & Portfolio Management Support: Assist with annual budgeting and reforecasting processes for assigned properties. Support due diligence efforts for acquisitions, refinancing, and dispositions. Monitor loan covenants, partnership agreements, and other compliance requirements. Evaluate capital improvement projects and return-on-investment opportunities. Work closely with property management teams to identify operational efficiencies. Market Research & Benchmarking: Analyze market trends, rent growth, occupancy, and competitive positioning. Support strategic planning by providing market intelligence and scenario modeling. Process Improvement & Collaboration: Develop and enhance financial reporting tools and best practices. Collaborate with accounting, property operations, and development teams to align financial goals. Qualifications:Education & Experience: Bachelor's degree in finance, Accounting, Real Estate, Economics, or related field (MBA or CFA a plus). 2-4 years of experience in financial analysis, preferably in real estate, asset management, or property management. Knowledge of multifamily operations and real estate finance is strongly preferred. Skills & Competencies: Strong proficiency in Excel financial modeling; familiarity with Yardi, RealPage, MRI, or other property management/accounting systems a plus. Excellent analytical, problem-solving, and quantitative skills. Strong written and verbal communication; ability to present financial insights clearly. Detail-oriented, organized, and able to manage multiple priorities and deadlines. Team-oriented with ability to work collaboratively across departments. Key Performance Indicators (KPIs): Accuracy and timeliness of financial reporting and variance analysis. Effectiveness of recommendations to improve asset performance. Contribution to successful refinancing, acquisitions, and dispositions. Development of financial tools that enhance efficiency and decision-making. Our Mission: Provide quality, safe, and affordable housing for low and moderate-income families Provide an environment for its team members to excel and be recognized and rewarded for their accomplishments Provide the Principals and Partners a fair return on their effort and investment Core Values: EXCELLENCE | INTEGRITY | RESPONSIBILITY | RESPONSIVENESS |RESPECT| CHARACTER
    $47k-69k yearly est. 15d ago

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