Director of Finance
Boston, MA jobs
The Role
Reports to:
Chief Financial Officer
Urban Edge (UE) is seeking a mission-driven, hands-on, and strategic financial leader to serve as its Director of Finance. Reporting to the long-tenured Chief Financial Officer (CFO), the Director of Finance will oversee the organization's accounting operations, financial reporting, budgeting, and compliance functions while supporting real estate development and asset management activities.
This position is designed as a key leadership role and successor position to the CFO, who plans to transition within two to three years. The Director of Finance will be mentored by the CFO and gain exposure to all aspects of UE's financial management, strategic planning, board and committee relations in preparation for assuming the top financial leadership position.
The ideal candidate is an experienced finance professional who brings both strong technical accounting skills and the ability to collaborate effectively with colleagues, senior leadership, lenders, auditors, and public partners. The Director of Finance will be an integral part of a collegial, mission-driven team dedicated to preserving and expanding affordable housing and economic opportunity in Boston's neighborhoods.
Key Responsibilities
Financial Management and Oversight
Oversee day-to-day accounting operations, including general ledger maintenance, accounts payable and receivable, bank reconciliations, and payroll, ensuring compliance with GAAP and nonprofit standards.
Supervise and support the Controller and Accounting Manager, fostering professional growth and maintaining a high-performing finance team.
Ensure accurate and timely monthly, quarterly, and annual financial reporting across multiple entities, including real estate partnerships and the parent nonprofit.
Lead the development and monitoring of organizational and project budgets in collaboration with the CFO, CEO, and department heads.
Manage cash flow projections, bank relationships, and financing activities in partnership with the CFO.
Support the annual audit process and the preparation of Form 990 and other required filings.
Real Estate and Asset Management Support
Partner with the Real Estate team to manage accounting for development projects, including capitalization of costs, tracking of financing sources, and compliance with tax credit and grant requirements.
Provide financial analysis for refinancing, asset repositioning, and other asset management activities.
Assist in maintaining fiscal compliance and reporting related to affordable housing developments, including HUD, LIHTC, and city/state funding programs.
Strategic Financial Leadership
Work closely with the CFO to identify and implement process improvements, automation, and internal control enhancements.
Participate in long-range financial planning and scenario analysis to support Urban Edge's strategic priorities.
Present financial information and analysis to the Finance and Audit Committees of the Board of Directors, clearly communicating key insights and trends.
Serve as a financial liaison to external partners, including lenders, auditors, public funding agencies and investors.
Leadership and Collaboration
Build and maintain strong, collaborative relationships across departments, providing financial insight and problem-solving support to colleagues at all levels.
Promote a culture of transparency, teamwork, and continuous improvement within the finance function.
Uphold and advance Urban Edge's mission, values, and commitment to equity and community impact.
Candidate Profile:
Professional Experience:
Minimum of 7-10 years of progressive experience in nonprofit, affordable housing, or real estate finance and accounting.
Strong knowledge of GAAP and nonprofit accounting principles.
Supervisory experience managing accounting or finance staff.
Excellent communication and presentation skills with the ability to translate complex financial concepts for non-financial audiences.
Prior experience working with auditors, funders, and governmental agencies.
Proficiency with financial management systems and advanced Excel skills.
Personal Attributes:
Deep commitment to Urban Edge's mission and the communities it serves.
Collaborative, flexible, and approachable leadership style.
Strong analytical and problem-solving skills with attention to detail.
Ability to thrive in a collegial, long-tenured, and supportive workplace.
Strategic thinker with the ability to balance day-to-day operational excellence with long-term organizational planning.
Education
Bachelor's degree in Accounting, Finance, or related field.
CPA certification or advanced degree in accounting, finance, or related field preferred.
Compensation:
$140,000 to $170,000
Vice President of Accounting and Finance
Miamisburg, OH jobs
Vice President of Accounting & Finance
Does this describe you?
· Are you an energetic, forward-thinking individual with high ethical standards?
· Do you have excellent analytical and critical thinking abilities?
· Are you a roll up your sleeves leader who loves to be hands-on with a small, dedicated group of individuals?
· Are you great at accounting and teaching other people accounting skills?
· Are you highly organized and outstanding at multitasking?
· Would people describe you as having real grit and work orientation?
· Do your peers know you as an outstanding accountant with a wide range of knowledge?
If this describes you, this is your opportunity to be a part of a high growth, privately held organization. The Connor Group is a national leader in operating luxury apartment communities and is considered the best in its industry. In over 30 years, we've grown from zero to $5 billion in assets.
Key Responsibilities:
· Lead annual budgeting and forecasting, with senior leaders to ensure financial goals align with operational strategies are aligned
· Develop and maintain financial models to support business objectives and scenario planning
· Prepare financial reports, dashboards, and KPIs for executive leadership
· Deliver on-time, accurate, and effective monthly accounting close process and financial reporting
· Provides financial statement review and trending analysis for senior management
· Possesses strong technical accounting knowledge
No apartment industry experience? Great! We've grown successfully by bringing an entirely new and innovative approach to the apartment industry, carried out by a senior management team with no prior industry experience. Our leadership team consists of people from a variety of backgrounds with certain common traits: talent and proven track records of leading, motivating and managing overachieving teams.
The successful candidate will have the following opportunities:
· Partnership opportunity within 36 months with an estimated value of approximately $2 Million after 10 years of partnership ownership
· Exceptional day 1 medical benefits for you and your family with company funded Health Savings or Flex Spending Account
· 401(k) with company match up to 9%
· Opportunity to work with an elite, game-changing organization
Tax and Financial Analyst
Virginia Beach, VA jobs
In-Office | Full-Time | Excellent Work/Life Balance
Palms Associates, LLC-a long-standing developer, owner, and manager of high-quality commercial and multifamily properties throughout the Southeast-is seeking a Tax and Financial Analyst to join our collaborative accounting team in Virginia Beach, VA. If you are a CPA or CPA candidate with experience in public accounting and real estate management or development, this role offers a unique opportunity to blend tax expertise, financial analysis, and strategic impact-all within a company that truly values balance and flexibility.
Position Summary
The Tax and Financial Analyst is responsible for managing the company's tax compliance, financial reporting, and analytical functions. This position combines technical tax expertise with strong financial reporting and analytical skills to ensure compliance, improve operational efficiency, and support data-driven decision-making. The ideal candidate is detail-oriented, proactive, and experienced in real estate or property management accounting.
Key Responsibilities
Tax Management
Prepare and file federal, state, and local tax returns, including income, sales, and property taxes.
Maintain accurate tax records and documentation to support audits and compliance reviews.
Monitor changes in tax legislation and assess their impact on company operations and entities.
Coordinate with external tax advisors and auditors to ensure timely and accurate filings.
Analyze tax implications of business transactions, property acquisitions/dispositions, and entity structures.
Assist in developing tax strategies to minimize risk and optimize financial performance.
Financial Analysis & Reporting
Oversee general ledger activities, including journal entries, reconciliations, and month-end close processes.
Prepare and analyze financial statements in accordance with GAAP.
Reconcile bank accounts, credit card statements, and escrow accounts.
Maintain fixed asset schedules and depreciation records.
Assist in budgeting, forecasting, and variance analysis.
Analyze monthly, quarterly, and annual financial results and provide insights on trends and performance.
Collaborate with property and regional managers to ensure accurate and timely financial reporting for each property.
Support financial modeling and investment analysis for acquisitions, refinancing, and capital projects.
Prepare executive-level financial summaries and reports to support strategic decision-making.
Compliance & Controls
Ensure adherence to GAAP, company policies, and internal control procedures.
Support financial and tax audits and assist in implementing recommendations for process improvements.
Assist in maintaining and documenting accounting policies and internal control procedures.
Support system upgrades or implementations related to accounting, reporting, and tax compliance.
Qualifications
Bachelor's degree in accounting, finance, or related field. CPA or CPA candidate preferred.
Tax experience in public accounting.
4+ years of experience in accounting, tax, or financial analysis-preferably in real estate or property management.
Strong understanding of GAAP, federal and state tax laws, and real estate accounting practices.
Proficiency in accounting software (Yardi experience a plus) and advanced Excel modeling skills.
Excellent analytical, organizational, and communication skills.
Ability to work independently, manage multiple priorities, and meet deadlines.
At Palms, we have excellent benefits! Outstanding total compensation package includes:
Career development
Health/Vision/Dental/Life/Disability Insurance, Flex Spending, HSA
Excellent PTO
Wellness day off and additional floating holiday
Community service day off
Housing discount
$1,000/$1,500 contribution to Health Savings Account (HSA)
401k 4% match; historically 6% profit sharing, all immediately vested to you!
Job Type: Full-time
Note: Palms is an Equal Opportunity Employer. Palms hires qualified job applicants following prior employment verification, reference-checking, and criminal and drug screenings.
Acquisition Analyst/Associate
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.
Senior Investment Analyst
Chicago, IL jobs
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you'll be doing
We are currently recruiting for an experienced equity analyst focused on the consumer sector. You will be primarily responsible for research and analysis of the consumer sector for our internal equity investment strategies focused on Equity Income and Growth with AUM exceeding $10 billion and attractive long term track records. As part of the larger Equity team ($40 billion in assets), you will provide information and analysis as needed in support of other internally managed strategies. Our investment strategies have a long-term orientation and quality focus.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you'll succeed
1. Equity Research & Analysis
* Provide equity analysis on consumer sector for the Equity Income and Growth teams.
* Research and analyze market data, industry trends, filings, and all other necessary data to formulate and support investment theses.
* Model company financials and apply applicable valuation metrics.
* Maintain brief investment thesis summaries on sector companies.
* Develop clear, strategic analysis of companies that provides fresh investment insights to portfolio management team.
2. Investment Recommendations
* Provide a flow of well thought out new investment ideas for our strategies.
* Work closely as part of the Equity team to recommend position changes within strategies under strategy guidelines and investment process.
* Write rationales for purchases and sales and post on internal portal.
* Communicate rationale for company recommendations to portfolio managers, as well as sector themes and broader investment insights.
3. Monitoring & Internal Engagement
* Actively monitor companies under coverage and communicate important changes in a timely manner.
* Provide analytical and other support to investment team members.
* Provide input in response to Relationship Manager requests.
* Leverage your network of company officers and other sources while conducting frequent face-to-face meetings with company management.
Who you are `
* You have a Bachelor's Degree. It's an asset if you have CFA designation.
* You have 5+ years of US equity analysis and/or relevant industry experience (consumer sector experience preferred).
* You have knowledge of sector and industry trends, competitive issues, fundamentals, as well as knowledge of individual companies.
* You can demonstrate strong analytical capabilities and investment success.
* You have strong interpersonal skills, along with written and verbal communication skills, to effectively communicate in person and over the phone with a variety of individuals at a variety of levels.
* You work independently, leverage strong problem-solving skills, and exercise sound judgment.
* You are open-minded, flexible, and willing to listen to other people's opinions.
* You work as part of our collegial research team and take instruction from team members.
* You solve problems, prioritize work, provide sound advice, and meet deadlines in a sometimes-demanding work environment.
* You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.
* Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
California residents - your privacy rights regarding your actual or prospective employment
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $125,000 - $190,000 for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.
#LI-TA
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
* We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
* Subject to plan and program terms and conditions
What you need to know
* CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
* You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
* We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
IL - 181 W Madison
Employment Type
Regular
Weekly Hours
40
Skills
Accountability, Analytical Thinking, Documentations, Professional Presentation, Reporting Processes, Researching, Wealth Management, Work Collaboratively
Auto-ApplySenior Financial Reporting Analyst
Sacramento, CA jobs
Ethan Conrad Properties, Inc. is one of the largest and the fastest growing Commercial Real Estate Companies in Sacramento, CA. With over 11.9MM square feet, over 175 properties, and over 250 buildings, valued at over $2.0 billion dollars. ECP has had an Annual Growth of over 20% for the past 13 years and anticipates continued growth of 20% annually, creating more job opportunities internally and externally. ECP is a World Class Company.
The Senior Financial Reporting Analyst is responsible for leading the monthly property-level and portfolio-level expense analysis process, including preparing and analyzing cost reports, identifying and explaining variances to budget, prior year, or thresholds (e.g., expense per square foot), and providing actionable insights, both financial and operational. This role also supports the evaluation of potential tenants by reviewing and interpreting financial statements and related documents to assess financial strength and suitability.
Requirements:
Essential Functions:
This position is responsible for:
Lead the monthly property cost analysis process, preparing variance reports versus budget, prior year, and benchmarks (e.g., expense per square foot).
Analyze and identify cost variances and ensure issues are escalated, investigated, and resolved with property management and operations personnel.
Prepare and present financial and operational reports summarizing key findings and trends to management.
Develop and maintain standardized reporting tools and models to improve the timeliness and accuracy of financial insights.
Collaborate with Property Management and Operational Teams to ensure accurate data capture and issue resolution.
Drive process improvements, AI-integration and automation to enhance efficiency and accuracy of recurring financial reviews.
Review potential tenant financial information, including balance sheets, income statements, and limited tax return data, to assess creditworthiness.
Assist with annual budgeting and forecasting processes at both property and corporate levels.
Work independently while maintaining collaboration across departments.
Perform other related duties as assigned.
Education/Experience:
Mandatory:
Bachelors Degree in Finance, Accounting, Economics, Business Administration or similar field
Minimum 34 years of experience in financial analysis, preferably within a commercial real estate or property management environment.
At least 3-4 years proven experience in budgeting, variance analysis and financial reporting.
Preferred:
MBA Degree
Experience in a structured, process-driven organization (e.g., larger private or public company).
Experience with Yardi or other real estate accounting/reporting systems.
At least 3 years of experience with commercial real estate.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands.
Compensation details: 90000-100000 Yearly Salary
PI5d683cd217d1-31181-38977896
Senior Investment Sales Analyst - Commercial Real Estate Finance
Portland, OR jobs
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today.
Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
Northmarq is seeking an Investment Sales Analyst in our Portland or Seattle office to join an active and top-performing Commercial Investment Sales brokerage team. The candidate must have prior experience within the commercial real estate industry, and an intimate familiarity with commercial real estate investments is preferred. The individual will be expected to work directly with brokers on property valuations by underwriting and analyzing the client's quantitative property data. Those who possess intellectual creativity and critical thinking skills, coupled with being a driven and self-motivated individual, are encouraged to apply.
*This position is an in-office position, with an immediate start date.
Position Responsibilities:
Candidate must possess excellent writing skills thus effectively conveying a clear message regarding the property, the submarket, and the opportunity for our marketing materials.
Underwrite income-producing assets using Excel software including:
Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions to determine financial underwriting assumptions.
Review, analyze, comprehend, abstract, and interpret various types of real estate documents.
Identify critical property-level financial issues and recommend areas for value-add opportunities.
Create evaluations of properties and sensitivity analyses.
Strategize with team members and provide materials that allow the top producers to generate new relationships including gathering and tracking critical data points for research and business development purposes.
Prepare disposition proposals and offer memoranda for new or existing assignments in conjunction with the marketing team and upper management.
Perform real estate market and location-specific research and assess and summarize tenant credit and financial statements.
What We're Looking For:
Bachelor's degree. Preferred majors include Real Estate, Finance, Accounting, or related business fields.
A minimum of 1--2 years
of relevant experience, with a background in financial analysis in Commercial Real Estate being essential. CRE Internship experience is also considered.
Proficiency in Microsoft Office Suite, particularly Excel, is a requirement. Working knowledge of Salesforce, and Costar is preferred.
Capable of thriving in a fast-paced environment and managing multiple tasks within tight deadlines.
Strong financial analysis skills, including understanding financial terms and principles essential for real estate underwriting such as Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, etc.
Experience in income-producing property valuation is preferred.
Ability to comprehend, analyze, and interpret various real estate documents, including financial statements, loan documents, and deeds of trust.
Strong verbal communication skills are required, with the ability to engage effectively and professionally with diverse internal and external stakeholders.
Attention to detail, strong organizational skills, and the ability to handle multiple assignments with shifting priorities. Team player, strong work ethic, and passion to work in the commercial real estate industry.
A complete real estate brokerage salesperson license within the first 120 days of employment is required.
Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
#LI-Onsite
#LI-SY1
Auto-ApplyAnalyst - Corporate Finance
Charlotte, NC jobs
Job Description
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement.
Essential Job Functions:
Support the monthly close process, including preparing financial statements & analysis for management
Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model
Create internal and external-facing presentations to convey financial insights effectively
Perform cash flow analysis, monthly budget reviews and variance analysis
Track expenses and process invoices, ensuring accuracy and timely approvals
Collaborate with cross-functional teams to gather inputs and validate financial data for reporting
Identify opportunities for automation and implement technology-driven solutions to improve efficiency
Maintain and enhance financial models and reporting tools
Work directly with leadership to support ad hoc analysis and special projects as needed
Education and/or Work Experience Requirements:
Bachelor's degree in Accounting, Finance, or a related field
2-4 years of relevant experience; Big 4 public accounting experience is a plus
Strong understanding of financial statements and accounting principles
High proficiency in Microsoft Office, specifically Excel and PowerPoint
Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus
Excellent communication and organizational skills
Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment
Required Knowledge, Skills, and Abilities:
Curious and solutions-oriented mindset
Strong attention to detail and commitment to accuracy
Excellent written/verbal communication and interpersonal skills
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Analyst - Corporate Finance
Charlotte, NC jobs
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement.
Essential Job Functions:
Support the monthly close process, including preparing financial statements & analysis for management
Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model
Create internal and external-facing presentations to convey financial insights effectively
Perform cash flow analysis, monthly budget reviews and variance analysis
Track expenses and process invoices, ensuring accuracy and timely approvals
Collaborate with cross-functional teams to gather inputs and validate financial data for reporting
Identify opportunities for automation and implement technology-driven solutions to improve efficiency
Maintain and enhance financial models and reporting tools
Work directly with leadership to support ad hoc analysis and special projects as needed
Education and/or Work Experience Requirements:
Bachelor's degree in Accounting, Finance, or a related field
2-4 years of relevant experience; Big 4 public accounting experience is a plus
Strong understanding of financial statements and accounting principles
High proficiency in Microsoft Office, specifically Excel and PowerPoint
Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus
Excellent communication and organizational skills
Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment
Required Knowledge, Skills, and Abilities:
Curious and solutions-oriented mindset
Strong attention to detail and commitment to accuracy
Excellent written/verbal communication and interpersonal skills
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplySenior Investment Analyst
Irvine, CA jobs
MBK Real Estate (MBK) is an industry leader in real estate operations and development. Through its subsidiaries, MBK Rental Living, MBK Industrial Properties and MBK Senior Living, MBK Real Estate is renowned for building award-winning new home and apartment communities, state-of-art distribution facilities and for its reputation in providing exceptional high standards of service throughout its senior living communities.
MBK is a privately held real estate development firm with roots in the business dating back to 1996. MBK's extensive activities through its operating divisions, along with the size and scale of our development and building activities represent the continuation and commitment to American enterprise.
Job Description
MBK Real Estate is hiring a Senior Investment Analyst to join our team at our Home Office in Irvine, CA!
This role will be hybrid with 3 days in office and 2 days remote.
Job Summary:
The Senior Investment Analyst identifies, underwrites and assists in the facilitation of due diligence on acquisition opportunities, maintain budget and proforma for active projects and prepare other analysis in accordance with the company's business plan and acquisition/disposition strategy.
Supervisory Responsibilities:
N/A
Duties & Responsibilities:
Prepare underwriting and analytics for all MIP investments, including development acquisition, joint ventures, leasing, and disposition.
Collect and organize market and submarket data to track and forecast market trends such as rents, sales, cap rates, construction costs, economic conditions, and supply and demand conditions.
Assist in the completion, updating, error checking of proformas prior to distribution.
Manage the acquisition checklist for prospective projects. Assist in due diligence efforts for property acquisitions and dispositions. Liaison with third party brokers for acquisition, leasing and disposition efforts.
Prepare investment presentations and reports for internal and external stakeholders. Manage content for regular internal presentations such as quarterly board of director slides and monthly operations package.
Oversee reforecast of project budget and proforma throughout the project life cycle including for business plans and lease analysis.
Other related activities that may be required and deemed necessary by the Supervisor.
Education Requirements:
Bachelor's degree in accounting, finance or business administration.
Master's degree preferred.
Experience Requirements (in years):
5+ years of experience in financial analysis, modeling and budgeting.
Required Competencies/Licenses/Certifications:
Microsoft Suite competency; expert level experience in Excel.
Financial modeling and budgeting.
General software proficiency.
Physical Demands & Work Environment:
Must be mobile and able to perform the physical requirements of the job, bending, kneeling, stooping, pushing, pulling and repetitive motion.
Ability to sit and work at a computer for long periods of time.
Able to move intermittently throughout the workday.
Pay Range: $120,000-$130,000 + Bonus
We are not currently accepting unsolicited assistance from recruitment agencies for this position. All candidates must apply directly through our careers page or other designated platforms.
MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact *************************.
We offer a rich benefits package comprising of the following: competitive salaries with opportunities for growth; 401(k) retirement plan with up to 4% employer matching; comprehensive industry leading medical, dental and vision insurance; company-provided life, disability and AD&D insurance; flexible spending accounts, generous paid time off including vacation and sick time, holidays, and bereavement leave; and a variety of programs including leadership development, training, and personal coaching; education loan assistance and scholarships; daily living, financial and legal services; childcare and eldercare assistance; employee discounts; and health and wellness resources that include virtual yoga, mindfulness, and financial readiness for employees and their family members.
If you are ready to meet the challenges of this critical role, we want to hear from you!
MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact *************************.
Regulatory Disclosures for Senior Living Communities with Medicaid Residents: An “Excluded Party” is a person that the federal or state government found not eligible to provide care and services in a facility that receives Medicare or Medicaid funding. If employed at one of our senior living communities that receives Medicare or Medicaid funding, team members must not be considered an “Excluded Party” as defined by the U.S. Department of Health and Human Services, any state Medicaid Programs, and any additional federal and state government contract programs. If, as a team member, you learn that you are an Excluded Party at any time, you must present your Excluded Party notice letter to your supervisor immediately.
Other Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members' professional licenses.
HIPAA Disclosure:
All Team Members prior to commencing employment and once employed must not be considered an “Excluded Party” as defined by the Medicare and state Medicaid Programs as well as other federal and state government contract programs. If as an associate you learn you are an Excluded Party, you must present your Excluded Party notice letter to your supervisor immediately. An Excluded Party is a person that the federal or state government found not eligible to provide care and services in a Community that receives Medicare or Medicaid funding. In addition, at all times, during your employment, all associates must be in compliance with certain laws and regulations that affect the company, including but not limited to Resident Rights, HIPAA, State licensing regulations, and those laws relating you an associates' professional license.
Auto-ApplySenior Analyst, Multifamily Investment Sales
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.
Auto-ApplySenior Investment Sales Analyst - Commercial Real Estate Finance
Seattle, WA jobs
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today.
Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
Northmarq is seeking an Investment Sales Analyst in our Portland or Seattle office to join an active and top-performing Commercial Investment Sales brokerage team. The candidate must have prior experience within the commercial real estate industry, and an intimate familiarity with commercial real estate investments is preferred. The individual will be expected to work directly with brokers on property valuations by underwriting and analyzing the client's quantitative property data. Those who possess intellectual creativity and critical thinking skills, coupled with being a driven and self-motivated individual, are encouraged to apply.
*This position is an in-office position, with an immediate start date.
Position Responsibilities:
Candidate must possess excellent writing skills thus effectively conveying a clear message regarding the property, the submarket, and the opportunity for our marketing materials.
Underwrite income-producing assets using Excel software including:
Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions to determine financial underwriting assumptions.
Review, analyze, comprehend, abstract, and interpret various types of real estate documents.
Identify critical property-level financial issues and recommend areas for value-add opportunities.
Create evaluations of properties and sensitivity analyses.
Strategize with team members and provide materials that allow the top producers to generate new relationships including gathering and tracking critical data points for research and business development purposes.
Prepare disposition proposals and offer memoranda for new or existing assignments in conjunction with the marketing team and upper management.
Perform real estate market and location-specific research and assess and summarize tenant credit and financial statements.
What We're Looking For:
Bachelor's degree. Preferred majors include Real Estate, Finance, Accounting, or related business fields.
A minimum of 1--2 years
of relevant experience, with a background in financial analysis in Commercial Real Estate being essential. CRE Internship experience is also considered.
Proficiency in Microsoft Office Suite, particularly Excel, is a requirement. Working knowledge of Salesforce, and Costar is preferred.
Capable of thriving in a fast-paced environment and managing multiple tasks within tight deadlines.
Strong financial analysis skills, including understanding financial terms and principles essential for real estate underwriting such as Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, etc.
Experience in income-producing property valuation is preferred.
Ability to comprehend, analyze, and interpret various real estate documents, including financial statements, loan documents, and deeds of trust.
Strong verbal communication skills are required, with the ability to engage effectively and professionally with diverse internal and external stakeholders.
Attention to detail, strong organizational skills, and the ability to handle multiple assignments with shifting priorities. Team player, strong work ethic, and passion to work in the commercial real estate industry.
A complete real estate brokerage salesperson license within the first 120 days of employment is required.
Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
Washington Residents:
Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Investment Sales Analyst position is $75,000 to $85,000 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications and experience.
#LI-Onsite
#LI-SY1
Auto-ApplySenior Investment Analyst (Hedge Funds, Private Credit, and Public Markets)
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).
Auto-ApplySr Analyst/Associate - Investor Relations
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.
Sr. Analyst, Investments
Los Angeles, CA jobs
LivCor, a Blackstone portfolio company, is a real estate asset management business specializing in multi-family housing. Formed in 2013 and headquartered in Chicago, LivCor is currently responsible for a portfolio of over 400 Class A and B properties comprising more than 150,000 units in markets across the United States.
Our business is focused on making real estate more valuable. But for us, it's more than that. It's people first, community always. It's a life-filled career, not just a career-filled life. It's doing good work, with good humans, and making a difference. It's excellence in all its forms. Ultimately, we create great places to work, live, and grow. We do that by focusing on leaving people - and places - better than we found them.
Whew! Still with us? Cool. Let's talk about where you'd fit in:
Only read further if you are:
Kind
Humble
Honest
Relentless
Smart with Heart
You should be:
Authentic. You do you. Together, we'll do something amazing.
A passionate person with a love for real estate and investing; and believes that helping others win is a noble cause, essential to our success.
An excellent team player who enjoys working with others and has strong interpersonal skills.
Highly motivated, energetic, and organized
We are looking for a Sr. Analyst, Investments to join the most active multifamily acquisitions team in the industry. As a Sr. Analyst - Investments, you will work with the LivCor/Blackstone deal teams to identify/underwrite/acquire/sell multifamily assets for Blackstone's investment vehicles. Since 2018, the platform has transacted more than $21 billion in multifamily assets. In addition to unmatched transaction experience, you will gain direct exposure to and mentorship from seasoned real estate investors across the LivCor/Blackstone teams. Furthermore, you will have the opportunity to leverage the platform's competitive advantage via proprietary business intelligence and a suite of in-house specialist teams, including Redevelopment, Revenue Management, Asset Management, CapEx, Operations, Financial Planning & Analysis, Marketing, Strategic Initiatives, as well as access to industry leading technology solutions. This role will report to a Market Leader on the Investments Team.
What you will do:
Real estate investment underwriting including detailed financial models and analysis to determine viability of potential acquisition opportunities for yield, value-add, and opportunistic investment vehicles.
Detailed market research and analysis, including economic, demographic, capital markets, and locational (submarket/micro-location) to identify key investment drivers and potential impacts.
Investment Committee presentation preparation and support.
Disposition analytical support, including OM review and preparation of pricing matrices.
Collaboration with internal partners/stakeholders including the Blackstone investment team and various specialist teams within LivCor (Transaction Management, Asset Management, Redevelopment, Revenue Management, and Capital).
Communication with external parties, including brokerage firms, operators, appraisers, third party vendors, etc.
Ad-hoc and special projects related to team infrastructure improvements, industry research, and potential investment opportunities.
What you should have:
Bachelor's degree in finance, real estate, or related technical field.
2-4+ years of experience (underwriting / acquisitions / investment analysis) working at a real estate investment company or financial services firm.
Financial modeling expertise in multifamily transactions and an in-depth understanding of real estate fundamentals.
Excellent communication skills, both written and oral, with the ability to convey complex information clearly and concisely.
Strong organizational skills and attention to detail with the ability to manage multiple projects under tight timelines simultaneously.
Ability to grow within the role and take on increased responsibilities over time.
Some travel may be required depending on team needs.
What we offer:
We know that if we take care of our team everything else will fall into place. We aren't perfect, but we will try to set very clear expectations, always let you know where you stand, and do everything in our power to help you get where you want to go.
Our culture and values matter to us. A lot. We're definitely not serious but we take this stuff seriously, if you get what we mean. We want a place that is an ego-free zone. A place where good people do good things together. It shouldn't be rocket science in workplaces, but for some reason it still is? We're absolutely determined to be different, and we think we're doing a pretty good job at it. We have a CEO who will encourage you to tell him when he is wrong. In fact, he needs people to - we all do. Supportive challenge is good, it's how we get better. We like getting better. We also love diversity, of all kinds. We need people who look, sound, speak, love, and exist differently from one another. This isn't at the end of this paragraph because it's an afterthought. It's SO important to us we want it to stand out.
Right. On to the technical stuff that we know matters to you. We offer competitive pay and benefits that are commensurate with the market and relevant experience.
If any of this sounds interesting, then maybe we are a fit. Life is too short to work with people you don't like. So, whatever you do, don't make that mistake.
The LivCorian Values
1. Be you. Be Real. Be Open. You do you. Together, we will do something amazing.
2. Care, Always. We don't want to let anyone down.
3. Courageously Curious. We love to learn, even when it hurts.
4. Help Others Win, Be A Good Neighbor. This is about ‘We, not Me.'
5. Relentless Hustle, Heart & Humility. Work hard. Be Kind. Make Better.
LivCor is proud to be a US EPA ENERGY STAR Partner
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the California Fair Chance Act and any other applicable city, county, or local ordinances. Good cause exists for a criminal background check because one of the material duties of this position requires access to sensitive financial information and confidential and proprietary information and accordingly requires the candidate to possess a high level of integrity and discretion. The Company faces a significant risk to its business operations or business reputation if a criminal history check is not performed. A criminal history that has a direct, adverse, and negative relationship with these material duties may potentially result in the withdrawal of a conditional offer of employment.
Base Compensation Range:
$110,000.00 To $130,000.00 Annually. This represents the presently-anticipated low and high end of the Company's base compensation range for this position. Actual base compensation range may vary based on various factors, including but not limited to location and experience.
Total Direct Compensation: This job is also eligible for discretionary bonus and incentive compensation on an annual basis.
Benefits: The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO).
The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility.
Please review the job applicant privacy notice here.
EEO Statement
LivCor is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email
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Auto-ApplyFinancial Analyst Internship
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
Auto-ApplyCorporate FP&A Analyst
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
Auto-ApplyFinancial Analyst Intern
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
Auto-ApplyClient Financial Analyst
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.
Auto-ApplyFinancial Analyst
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