Acquisitions and Investment Analyst
Finance consultant job in Miami, FL
Acquisitions & Investment Analyst
Our client, a real estate investment firm, is looking for an experienced, Acquisitions and Investment Analyst to work in their Miami office. This is a front-line acquisitions and investment analysis role, covering underwriting, financial modeling, market analysis, and transaction execution within a fast-paced, entrepreneurial private-equity environment.
Responsibilities:
• Development & Acquisition Analysis: Excel modeling and market data to analyze and assess projects
• Financial Modeling & Forecasting: Build detailed models; run IRR, equity multiple, and scenario analyses
• Proformas & Valuations: Underwrite, create proformas, and value projects; assist with Argus inputs and review
• Property Management Support: Participate in budgets and strategic planning efforts
• Stakeholder Engagement: Attend site visits, market tours, and meetings with partners, brokers, and lenders
• Market Research: Monitor regional trends, comps, supply/demand dynamics
• Acquisition & Budget Assistance: Support management with acquisition, capex, and operating analyses
• Due Diligence: Evaluate commercial real estate opportunities, leases, and risk factors
• Investment Analysis & Reporting: Prepare models, presentations, and written reports
• Deal Support: Assist with negotiation, LOIs, and transaction management
• Pipeline Management: Maintain acquisition pipeline in Excel and Salesforce
• Documentation & Templates: Modify templates, prepare correspondence, and organize deal files
• Seller & Broker Outreach: Proactively contact potential sellers and brokers to source deals
• Analytical Support: Provide support to investment management and asset management teams
• Platform Execution: Perform financial analyses and documentation for acquisitions, financing, and dispositions
• Asset Management & Portfolio Analysis: Support reporting, valuation tracking, and portfolio-level analysis
Qualifications:
• Advanced Excel skills (financial modeling, sensitivity analysis, forecasting)
• Strong quantitative and analytical skills; intermediate real estate finance knowledge
• Ability to read and understand standard commercial office leases
• Highly organized, detail-oriented, and deadline-driven
• Excellent written and oral communication skills
• Comfortable in a fast-paced, entrepreneurial environment
• Proficient with Microsoft Office; basic proficiency in Salesforce and CoStar
Work environment: On-site, 5 days/week
Salary Range: $70,000-$90,000 base + Commissions (2x Upside)
Senior Financial Planning Analyst
Finance consultant job in Hollywood, FL
We're partnering with a growing, asset-intensive company seeking a Senior FP&A Analyst to drive financial planning, reporting, and strategic analysis. This role will collaborate across departments and play a key part in shaping long-term financial strategy.
What You'll Do
Build and maintain driver-based financial models for forecasting and strategic planning
Lead key parts of the annual budget, forecasts, and scenario analysis
Deliver actionable insights on performance, profitability, and growth opportunities
Partner with senior leaders to support decision-making and capital allocation
Create executive-level reports, dashboards, and presentations
Streamline FP&A processes through automation and standardized reporting
What We're Looking For
3-5 years of experience in FP&A or related finance roles
Bachelor's degree in Finance, Accounting, or Economics
Advanced Excel and modeling skills; experience with BI tools (Power BI, Tableau, etc.)
Strong analytical, communication, and business partnering skills
Experience supporting strategic planning or M&A is a plus
Senior Financial Analyst (Commercial Real Estate)
Finance consultant job in Boca Raton, FL
Compensation: Up to $120,000
An established commercial real estate organization in Boca Raton is seeking a Senior Financial Analyst to join its team. This role offers exposure to acquisitions, development, and asset management, supporting the financial analysis and modeling of high-profile real estate projects across Florida.
What You'll Do:
Prepare and maintain financial models for acquisitions, developments, and property performance
Analyze investment returns, cash flow projections, and pro forma scenarios
Support due diligence, valuations, and feasibility studies for potential projects
Assist with budget preparation and quarterly financial reviews
Collaborate with development, leasing, and asset management teams on deal execution
Present financial findings and recommendations to senior leadership
Research market trends and economic data to support strategic decisions
What We're Looking For:
Bachelor's degree in Finance, Accounting, Real Estate, or related field
3+ years of experience in commercial real estate financial analysis (required)
Advanced Excel and financial modeling skills
Strong understanding of real estate metrics, IRR, and discounted cash flow modeling
Highly analytical, organized, and detail-oriented
Excellent communication skills and ability to work cross-functionally
Perks & Benefits:
Competitive compensation package (up to $120K)
Unlimited PTO
Employer-paid healthcare (100% employee coverage, 50% for spouse)
Collaborative environment with career growth opportunities
Culture Fit:
This role is ideal for a proactive, analytical professional who thrives in a collaborative environment and has a passion for commercial real estate investment and development.
Legal Disclaimer:
This job description is intended to provide a general overview of the role and responsibilities. Actual duties may vary. Employment is contingent upon successful completion of background checks and eligibility to work in the United States. The organization is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Project Finance Analyst II
Finance consultant job in Miami, FL
OneSearch Group has partnered with one of the fastest-growing Corporate & Investment Banking groups in South Florida in their search for a Project Finance Analyst II to join their team based in Miami, FL. The Analyst is responsible for performing due diligence, structuring and credit execution of Natural Resource credit facilities across a wide variety of sectors.
Functions
Underwrite and analyze transactions by evaluating and reviewing loan information, including but not limited to financial projections, risk mitigation, financial statements, lender presentations/decks, public filings, datarooms, diligence reports, appraisal reports, and other related loan information and supporting documentation.
Prepare financial models, credit approval memorandums and presentations for existing loans, new potential loans, annual reviews, waivers, amendments, and others as required.
Maintain contact with clients, key sponsors, and developers in the named industries - such as private equity funds, utility companies, international and domestic energy / infrastructure firms, developers and related manufacturers.
Ensure that the loan package complies with credit, underwriting standards and lending/credit policies.
Pro-actively anticipate questions/topics that credit committee members will likely focus on, sufficiently address those topics and include in the credit documents, and be prepared and ready to address/discuss those points at committee if needed.
Assist the Corporate Banking group concerning loan policies and procedures, quality control matters, loan review, and underwriting.
Participate in Corporate Banking/Project Finance pipeline meetings.
Desirable Experience
Bachelor's degree, preferably with a business, finance major or related field.
Advanced proficiency in financial modeling, risk evaluation and project finance fundamentals.
A minimum of 2-3 years of credit execution experience within Project Finance
Financial Analyst (Real Estate)
Finance consultant job in Miami, FL
We are seeking a skilled Financial Analyst with a strong background in real estate to support our dynamic real estate investment and drive strategic financial decision-making. This role will focus on financial modeling, investment analysis, and portfolio performance reporting for real estate assets. The ideal candidate will have a data-driven mindset, exceptional analytical skills, and experience in real estate financial analysis to contribute to the growth and profitability of our real estate portfolio.
Key Responsibilities:
Develop and maintain complex financial models to evaluate real estate investment opportunities, including acquisitions, developments, and dispositions.
Analyze property performance, cash flows, and market trends to provide actionable insights and recommendations to senior management.
Prepare detailed investment memoranda, budgets, and forecasts for real estate projects, ensuring alignment with strategic objectives.
Conduct due diligence on potential real estate investments, including market research, lease analysis, and risk assessments.
Monitor portfolio performance, track key metrics (e.g., NOI, cap rates, IRR), and prepare quarterly and annual reports for stakeholders.
Collaborate with asset management, development, and finance teams to optimize property-level financial strategies and operational efficiency.
Support capital market activities, including debt and equity financing, by preparing lender presentations and analyzing financing structures.
Ensure compliance with financial reporting standards and real estate regulations, maintaining accurate documentation for audits.
Perform ad-hoc financial analysis and research to support strategic initiatives and special projects.
Required Skills and Experience:
Bachelor's degree in Finance, Real Estate, Accounting, or related field.
Minimum of 3 years of financial analysis experience with a focus on real estate investments or development.
Advanced proficiency in financial modeling and Excel; experience with Argus Enterprise or similar real estate software is a plus.
Strong understanding of real estate metrics (e.g., NOI, cap rates, IRR, NPV) and market dynamics.
Proven ability to analyze complex financial data and present clear, actionable insights to stakeholders.
Asset Management Analyst
Finance consultant job in Miami, FL
About The Company:
GAIA Real Estate is a vertically integrated investment firm with offices in New York City and Miami. Since its founding in 2009, GAIA has owned and operated approximately 20,000 residential units across 87 properties, totaling around $4 billion in transactions. The firm invests significant partnership capital alongside its investors and operates across major U.S. markets.
GAIA co-founded MILAS, a South Florida development and investment platform dedicated to revitalizing and elevating emerging urban neighborhoods through high-quality residential projects.
Position Summary
GAIA Real Estate is seeking a highly motivated Asset Management Analyst to join its Miami office. This role offers a unique opportunity to gain hands-on experience within a vertically integrated real estate investment platform. The Analyst will be an integral part of the Asset Management team, responsible for maximizing the performance of the firm's national multifamily investment portfolio-including garden-style, mid-rise, and high-rise properties.
The position requires close collaboration with GAIA's acquisitions, accounting, investor relations, construction management, and property management teams. Training will take place in New York City, and occasional travel to properties and other GAIA offices is expected.
Key Responsibilities
Assist with multifamily asset management duties including financial modeling (primarily Excel-based analyses), project management, cash management, and property valuation analysis.
Provide operational guidance and financial oversight to third-party property management, marketing, and leasing teams based on each property's strategic plan.
Ensure assets are operated in line with business plans, operating agreements, and loan documents.
Monitor and assist with managing property-level capital projects and value-add initiatives.
Prepare investor, lender, and internal reports on an ad-hoc, monthly, quarterly, and annual basis.
Conduct ad-hoc analyses in Excel to evaluate trends, property metrics, and performance indicators.
Collaborate with the construction and property management teams to establish annual capital and operating budgets and assist with reforecasts.
Support asset management in communications with lenders, institutional investors, vendors, and contractors.
Update sell/refinancing/hold analyses on portfolio assets.
Assist with underwriting, due diligence, and closing processes for acquisitions and dispositions.
Organize and maintain asset management files and documentation.
Qualifications
Bachelor's degree required, preferably in Finance, Accounting, Real Estate, or related field.
1-2 years of relevant real estate finance, investment banking, or private equity experience (multifamily experience preferred).
Advanced Excel proficiency and strong quantitative/financial modeling skills; Argus experience a plus.
Strong analytical, problem-solving, and communication skills.
Excellent time management, writing, and presentation skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Strong interpersonal skills and ability to work collaboratively with cross-functional teams.
High integrity, strong work ethic, and attention to detail.
Familiarity with Yardi or other revenue management systems is a plus.
Additional Information
Location:
Miami, FLTrain
ing: Conducted in New York CityTrave
l: Occasional travel required
Boutique Client Advisor (Ultra-Luxury Division)
Finance consultant job in Miami, FL
"To Be Distinguishable, One Must Push The Limits Of Creativity.”
Abel Richard is an ultra-luxury Maison located in the iconic Miami Design District, specializing in rare, limited-edition pieces that blend technology, high-tech material design, personality, and purpose. Every component tells a story. Every silhouette is a conversation starter. We created pieces that blend technology, high tech material designs, personality and purpose.
Position Overview
The Boutique Client Advisor serves as the face of Abel Richard, responsible for curating an exceptional client experience at the highest echelon of luxury. The ideal candidate will have experience catering to a global clientele of high jewelry and luxury watch connoisseurs, offering a resort-like yet impeccably polished service. They will excel at building meaningful, long-term relationships with the top 1% of collectors and enthusiasts who seek the finest in high-end jewelry and timepieces in the MDD and Bal Harbor markets.
Key Responsibilities
Represent Abel Richard with poise and refinement in all client interactions, ensuring a high level of confidentiality and personalized service.Cultivate and maintain relationships with ultra-high-net-worth clients and collectors, with a particular focus on leveraging Miami's premier cultural events such as Art Basel to drive exclusive appointments and curated private viewings. Collaborate with management on bespoke commissions, trunk shows, curate boutique RSVPs for events and international client engagements.
Requirements
Minimum 5 years of experience within ultra-luxury retail, specifically in high jewelry, watches, or heritage leather maisons.
Established client book within the Miami or South Florida ultra-luxury market, with a strong network among high jewelry and watch collectors and familiarity with the international clientele drawn to Miami's cultural and luxury events.Impeccable presentation, discretion, and deep understanding of luxury culture. Multilingual fluency is preferred (Spanish, Portuguese, or French). Strong CRM, and after-sales relationship management capabilities.
Compensation & Privileges
Earning Potential: (hourly + commission)
Structure: Hourly compensation with competitive draw vs. commission
Incentives: Commission-based earnings reflective of ultra-luxury performance standards
Comprehensive benefits program focused on wellness and work-life balance, our package includes a wellness reimbursement benefit and paid time off.
Part Time Client Advisor
Finance consultant job in Miami, FL
SIMONMILLER is expanding and hiring for their upcoming store in Miami, Florida.
This is a key customer facing role that will be responsible for assisting in the projection of the brand's culture and maintaining a level of service of the highest standard.
As a part-time Client Advisor, you will be responsible for:
- Welcoming, guiding and providing smooth and elevated client experiences
- Achieving sales, conversion, and clienteling targets
- Upholding administrative procedures, as well as assisting in Visual Merchandising of the store, maintaining the appearance of the Store, and assisting managing inventory based on demand
- Retaining information based on new collections and new seasons as they come in
- Maintaining and adding to a positive work-environment
- Retaining at least 3-5 clients per month including outreach
- Additional store tasks
Who we are looking for:
- Excellent interpersonal and communication skills to provide clienteling and customer service
- Someone who can work pro-actively and independently as well as in a team
- Someone who can build and develop long-lasting relationships with clients
- Strong sense of identifying customer needs, cross-selling products, and close sales to achieve store sales targets
- Someone with customer-facing role experience
- CRM and clienteling experience preferred
- Contribution to creative; store activations, visual merchandising and collection turnover
Full-time Client Advisor - Aventura
Finance consultant job in Miami, FL
A TAG HEUER CLIENT ADVISOR IS…
…A PERFORMANCE-DRIVEN SALESPERSON WHO CONSISTENTLTY SEEKS TO ACHIEVE SALES TARGETS THROUGH SELLING TECHNIQUES & COLLABORATION
Plays a central role on the sales floor, increasing boutique sales and achieving the objectives, by working on his/her own KPIs, always delivering memorable experiences & services in store
Supports colleagues & other team members in the boutique
Always has omnichannel sales in mind to ensure the best client experience (taking into consideration all possible clients' touchpoints)
Proposes new ideas to develop sales (merchandising, events, product mix…)
…A CLIENT DEVELOPMENT SPECIALIST WHO LEVERAGES ALL AVAILABLE RESOURCES TO BUILD LONG-LASTING PERSONAL CONNECTIONS WITH CLIENTS
Embodies TAG Heuer's brand DNA and acts as a passionate Brand Ambassador in and outside the boutique, especially at events
Achieves individual clienteling objectives (number of outreaches, appointments, sales from appointments…), leveraging all the tools provided
Ensures qualitative client data collection and leverages the data to address clients in a personally relevant way, capitalizing on all opportunities to grow the business
Communicates the brand story & DNA in an inspiring way, as well as advantages and technical details to build trust and long-lasting relationship
…AN ACTIVE CONTRIBUTOR TO OPERATIONS EXCELLENCE WHO RESPECTS RETAIL & ADMINISTRATIVE PROCESSES ON THE FLOOR
Contributes to all daily processes under the supervision of the Boutique management (inventory, cash, security, store opening and closing…)
Leverages properly all tools (CEGID, Salesforce) and performs VM
Coordinates Aftersales operations until the return of the watch
Applies rigorously all guidelines related to grooming, attitudes, and Visual Merchandising (window animation, product presentation, catalogues…)
Contributes to a positive, inclusive and supportive work environment
Contributes to the store maintenance
Ensures compliance with internal control policies
Job Responsibilities
HARD SKILLS
Knowledge of luxury retail environment (minimum 2 year-experience)
Knowledge / passion for watches, new trends in lifestyle, new technologies and sports
Fluent in English + local language, a third language is a plus
Selling skills: client discovery, product presentation, storytelling, upselling, handling of objections, sales closing, etc.
Understanding of sales KPIs: traffic, conversion, sales in volume and value, ASP, mix of sales…
Knowledge of Client and Clienteling KPIs
Knowledge of digital tools
Knowledge of / interest for Brand DNA, history & collections
Knowledge of Front and Back tools
Knowledge of (Brand) Retail Procedures
Soft Skills
Client-centric mindset, focused on recruiting new clients and growing the active client base, nurturing long term relationship with clients
Open minded, excellent interpersonal and communication skills
Energetic, self-motivated, action and results-oriented
Self-starter, able to work effectively in a fast-paced and dynamic environment
Adaptable to changes, flexible, able to bring up new ideas and solutions
Team spirit, high integrity and transparency
Ability to represent the Maison in & outside the store, great presentation skills
Digitally savvy, fast learner and rigorous
Salary is commensurate with experience: $19.00 - $22.00 per hour plus commission and quarterly bonus.
Employee benefits:
At our Maison, we offer a generous and comprehensive benefits package including medical insurance, bonus or commission structure, paid time off, retail holiday pay, 401k, automatic employee contribution, employee assistance programs and more.
Equal Employment Opportunity
Our Company values diversity and provides equal employment opportunities to all employees and applicants without regard to race, color, religion, religious creed, national origin, ancestry, citizenship, sex, gender (including gender identity and expression), pregnancy, age, sexual orientation, physical or mental disability, medical condition, genetic information, sexual orientation, marital status, familial status, veteran status, or any other legally protected status under applicable federal, state or local laws. This policy applies to all terms and conditions of employment, including but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, and to perform crucial job functions.
BDO Capital Advisors - Investment Banking Associate
Finance consultant job in Miami, FL
The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of BDO Capital Advisors. In this role, the BDO Capital Advisors Experienced Senior Associate will work within a team environment to actively manage and assist in the analysis and resolution of client matters while taking direction and receiving guidance from senior management members. The Experienced Senior Associate will be involved in all stages of client management, including identification of prospective client opportunities, completion of industry and client research and assisting in the development of client presentations and appropriate documentation.
Job Duties:
* Supports the execution and the origination of M&A transactions including private sell-sides, buy-sides, etc.
* Oversees the building and maintenance of complex financial/valuation models, including DCF, accretion/dilution, LBO, comparable trading, and transaction analyses
* Develops client relationships through deal execution and pitching, as appropriate
* Analyzes companies and industries and works directly with client management teams
* Prepares pitch books, sells memoranda and management presentations
* Develops client relationships through deal execution and pitching as well as communicates and interacts with internal coverage partners and product areas
* Manages several projects at once and works effectively as an individual and as a leader of a team, including managing associates and analysts
* Participates in the recruitment, development, and training of junior bankers (analysts, associates, summer analysts/associates, incoming classes)
Supervisory Responsibilities:
* Supervises and leads small teams of Associates and Analysts to complete necessary work products as related to individual sell side transactions
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting, Business Administration, Economics, Finance, or Statistics, required
* MBA, preferred
Experience:
* Three (3) or more years of experience at a bulge bracket, reputable boutique, regional investment bank, or similar corporate finance vertical, required,
* Experience in middle market M&A sell side investment banking, preferred
License/Certifications:
* FINRA Series 7/79 and 63 (if not currently held, will be required shortly after hire), required
Software:
* Proficient in the use of Microsoft Office Suite and research tools such as CapitalIQ, FactSet, Bloomberg, Intralinks, preferred
Language:
* N/A
Other Knowledge, Skills & Abilities:
* Excellent verbal and written communication skills
* Superior analytical and research skills
* Solid organizational skills especially ability to meet project deadlines with a focus on details
* Ability to successfully multi-task while working independently or within a group environment
* Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
* Ability to successfully interact with professionals at all levels
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $130,000 - $150,000
Maryland Range: $130,000 - $150,000
NYC/Long Island/Westchester Range: $130,000 - $150,000
U.S. Private Bank - Investment Professional - Associate
Finance consultant job in Miami, FL
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
Create mandates for discretionary accounts
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
Work with Team Leader to monitor Client Advisor loadings.
Submit and monitor fee schedules and billing
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Bachelor's Degree required
One plus years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
Auto-ApplyGlobal Investment Banking Summer Associate Program - 2026
Finance consultant job in Miami, FL
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer associates help orchestrate capital raising and strategic advisory transactions. Our Summer Associate program is designed to offer you a broad and exciting experience of work as a full time Investment Banking associate.
During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout.
As a summer associate, your key tasks and responsibilities may include but are not limited to:
* Developing and maintaining complex financial models
* Performing various financial analyses, including valuations and merger consequences
* Conducting comprehensive and in-depth company and industry research
* Preparation of presentation and other materials for clients
* Participation in due diligence sessions, communications and interaction with deal team members
* Management of several projects at once and work effectively as an individual and as part of a team
Qualifications
* Candidates are required to be pursuing an MBA degree from an accredited university with a graduation time frame between November 2026 and August 2027
* Must have a track record of superior performance in extracurricular and professional activities
* Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus
* Strategic and creative thinking; distinguished written and oral communications skills
* Assertiveness, initiative, leadership, strong work ethic, team focus
* Ability to learn quickly and take on new responsibilities
* Dedication to building a career in the investment banking industry
* Minimum of 2 years of work experience post undergraduate degree
Bank of America does not complete third party forms from colleges, universities, or other parties.
Senior Investments Analyst
Finance consultant job in West Palm Beach, FL
Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum in major markets within the United States. Sterling Organization, with offices across the nation, is headquartered in West Palm Beach, FL. We encourage interested candidates to explore our website - **************************** - to learn more about Sterling and its investment strategies.
We are seeking Senior Analysts that will work on the firm's retail funds and will be based at its corporate headquarters located in West Palm Beach, FL. This position will focus on (i) the forecasting, analysis, and operational strategy of Sterling's commercial retail real estate assets throughout the United States as well as its private equity fund investments and (ii) evaluating and underwriting potential acquisitions for Sterling's value-add retail, grocery-anchored retail funds and programmatic joint-venture that acquires core power centers.
Over their first 2 - 4 years, Analysts will gain significant exposure to valuation and strategic management of various types of retail real estate assets (i.e. high street retail, grocery anchored shopping centers, power centers, mixed-use properties and more) throughout the United States, with high-potential employees having the ability to ascend to leadership roles within the organization.
Responsibilities
Prepare ARGUS cash flow models and cash flow forecasts with IRR, equity multiple, cash on cash, and additional metrics.
Develop an in-depth understanding of retail leases; analyze the same with regards to tenant control rights, expense reimbursements, percentage rent obligations, co-tenancy impacts, etc.
Work closely with key company personnel across various internal groups to assist with acquisitions, financing, refinancing, leasing and redevelopment projects.
Analyze property performance in relation to budgets, re-forecast projections based on actual events and create pro forma projections based on potential opportunities.
Project acquisition performance and produce both quantitative and qualitative reports that help investors understand financial risks and key return metrics.
Perform ad-hoc reports and special projects as needed.
Requirements
College graduate with strong record of academic achievement and knowledge of commercial real estate (3-5 years of work experience).
Candidate should be highly proficient in Microsoft Excel/Word and experienced with other standard business software.
ARGUS Experience required.
Candidate should be highly organized, have exceptional written and oral communication skills and should be able to take on multiple projects simultaneously in a fast-paced environment.
COMPENSATION: Compensation commensurate with experience. Full benefits including health and dental insurance, 401K match and annual performance bonus.
LOCATION: Sterling Corporate Headquarters - West Palm Beach, Florida
Sterling Organization is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.
Auto-ApplySenior Investments Analyst
Finance consultant job in West Palm Beach, FL
Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in retail and distribution real estate assets across the risk spectrum in major markets within the United States. Sterling Organization, with offices across the nation, is headquartered in West Palm Beach, FL. We encourage interested candidates to explore our website - **************************** - to learn more about Sterling and its investment strategies.
We are seeking Senior Analysts that will work on the firm's retail funds and will be based at its corporate headquarters located in West Palm Beach, FL. This position will focus on (i) the forecasting, analysis, and operational strategy of Sterling's commercial retail real estate assets throughout the United States as well as its private equity fund investments and (ii) evaluating and underwriting potential acquisitions for Sterling's value-add retail, grocery-anchored retail funds and programmatic joint-venture that acquires core power centers.
Over their first 2 - 4 years, Analysts will gain significant exposure to valuation and strategic management of various types of retail real estate assets (i.e. high street retail, grocery anchored shopping centers, power centers, mixed-use properties and more) throughout the United States, with high-potential employees having the ability to ascend to leadership roles within the organization.
Responsibilities
Prepare ARGUS cash flow models and cash flow forecasts with IRR, equity multiple, cash on cash, and additional metrics.
Develop an in-depth understanding of retail leases; analyze the same with regards to tenant control rights, expense reimbursements, percentage rent obligations, co-tenancy impacts, etc.
Work closely with key company personnel across various internal groups to assist with acquisitions, financing, refinancing, leasing and redevelopment projects.
Analyze property performance in relation to budgets, re-forecast projections based on actual events and create pro forma projections based on potential opportunities.
Project acquisition performance and produce both quantitative and qualitative reports that help investors understand financial risks and key return metrics.
Perform ad-hoc reports and special projects as needed.
Requirements
College graduate with strong record of academic achievement and knowledge of commercial real estate (3-5 years of work experience).
Candidate should be highly proficient in Microsoft Excel/Word and experienced with other standard business software.
ARGUS Experience required.
Candidate should be highly organized, have exceptional written and oral communication skills and should be able to take on multiple projects simultaneously in a fast-paced environment.
COMPENSATION: Compensation commensurate with experience. Full benefits including health and dental insurance, 401K match and annual performance bonus.
LOCATION: Sterling Corporate Headquarters - West Palm Beach, Florida
Sterling Organization is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.
Auto-ApplyU.S. Private Bank - Investment Professional
Finance consultant job in Palm Beach, FL
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor's Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
Auto-ApplyANALYST - CORPORATE FINANCE
Finance consultant job in Fort Lauderdale, FL
The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management.
Responsibilities
Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions
Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities
Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors
Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3rd party tools to provide additional data analytics
Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties
Analyze market trends, competition and industry news.
This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned.
Qualifications
EXPERIENCE, EDUCATION, AND CERTIFICATIONS
A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required.
At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis.
Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred.
MBA, CFA or CPA is desirable
SKILLS
Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models
Knowledge of corporate finance and accounting
Experience analyzing company financials
Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner
Deeply analytical and thoughtful in analyzing a company's financials and growth prospects.
Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements
Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment
Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind
Understanding of worldwide gaming markets, performance and regulations.
Multiple language abilities a plus; fluency in English required.
Must possess strong communication and listening skills, excellent speaking, reading and writing.
Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas.
Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization.
Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols.
Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.
ANALYST - CORPORATE FINANCE
Finance consultant job in Davie, FL
The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management.
Responsibilities
Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions
Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities
Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors
Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3
rd
party tools to provide additional data analytics
Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties
Analyze market trends, competition and industry news.
This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned.
Qualifications
EXPERIENCE, EDUCATION, AND CERTIFICATIONS
A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required.
At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis.
Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred.
MBA, CFA or CPA is desirable
SKILLS
Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models
Knowledge of corporate finance and accounting
Experience analyzing company financials
Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner
Deeply analytical and thoughtful in analyzing a company's financials and growth prospects.
Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements
Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment
Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind
Understanding of worldwide gaming markets, performance and regulations.
Multiple language abilities a plus; fluency in English required.
Must possess strong communication and listening skills, excellent speaking, reading and writing.
Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas.
Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization.
Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols.
Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.
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Auto-ApplyANALYST - CORPORATE FINANCE
Finance consultant job in Davie, FL
The Corporate Finance Analyst is responsible for supporting the Corporate Finance, Capital Markets and Treasury functions by providing financial modeling and data analysis. This position will be responsible for building, maintaining and update financial models, carry out data and financial statement analysis, and supporting the negotiation and execution of capital markets transactions. This position requires a high degree of accuracy as the information provided by the Corporate Finance Analyst will be used to support strategic growth initiatives of the company and will be reviewed by senior management.
Responsibilities
* Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources and conduct in-depth fundamental, financial and operational due diligence and analysis on new business forecasts, opportunities, investments and acquisitions
* Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate other corporate development and investment opportunities
* Participate in day-to-day deal execution, interacting with senior deal team members, management team, bankers, consultants, JV partners, legal counsel, transaction counterparties and other advisors
* Support due diligence activities including preparing virtual data rooms, tracking and coordinating the information flow across functional areas of the company, and reviewing and analyze information including the use of 3rd party tools to provide additional data analytics
* Prepare descriptive memorandums, management presentations, board presentations, and other materials and collaborate with senior management on presentation materials for ratings agencies, prospective investors, lenders, capital providers, and other key parties
* Analyze market trends, competition and industry news.
This job description reflects the position's essential functions; it does not encompass all of the tasks that may be assigned.
Qualifications
EXPERIENCE, EDUCATION, AND CERTIFICATIONS
* A bachelor's degree from a four-year college/university in an analytical and/or business-oriented major (Finance, Business or Accounting) is required.
* At least one (1) year of work experience in a high-paced environment focusing on qualitative and quantitative analysis.
* Previous experience in gaming, private equity, investment banking, M&A, strategy consulting firm, corporate finance or corporate development industries is preferred.
* MBA, CFA or CPA is desirable
SKILLS
* Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, three-statement models and combined pro forma models
* Knowledge of corporate finance and accounting
* Experience analyzing company financials
* Ability to confidently and comfortably interact with a broad spectrum of parties, senior management, operational, legal and technical areas of the company, and external parties including partners, financial institutions, legal counsel and others in a professional and mature manner
* Deeply analytical and thoughtful in analyzing a company's financials and growth prospects.
* Exceptional Excel/modeling/forecasting skills are essential, as is advance knowledge of Word, PowerPoint and Outlook. Must have strong understanding of accounting, valuation, and financial statements
* Must be a VERY organized, detail-oriented team player and be able to work in a fast-paced, entrepreneurial environment
* Self-motivation and strong work ethic are vital. Must maintain robust multitasking abilities, service-oriented personality, be stress resistant, and possess an intellectual curiosity with an investigative mind
* Understanding of worldwide gaming markets, performance and regulations.
* Multiple language abilities a plus; fluency in English required.
* Must possess strong communication and listening skills, excellent speaking, reading and writing.
* Comprehend and use technical or professional language, either written or spoken, to communicate complex ideas.
* Ability to effectively pitch and present information in one-on-one and group situations to media, customers, clients, partners and other employees of the organization.
* Ability to perform complex quantitative calculations or reasoning using algebra, geometry, statistics, or abstract symbols.
* Ability to use logic to define problems, collect information, establish facts, draw valid conclusions, interpret information and deal with abstract variables for unique or unfamiliar situations. Strong organizational skills. Technology savvy.
Auto-ApplyCollege Financial Representative, Internship Program
Finance consultant job in West Palm Beach, FL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplySenior Financial Analyst
Finance consultant job in Boca Raton, FL
LHH is partnering with a leading retail real estate owner & developer to hire a Senior Financial Analyst. This is an onsite, full-time role based in Boca Raton, FL, supporting portfolio and property-level analytics across shopping center assets. You'll work closely with leasing, property management, and acquisitions teams to deliver actionable insights.
Key Responsibilities
Review and abstract leases to ensure accurate financial assumptions.
Build detailed financial models and proformas in Excel; leverage Argus for property-level analysis.
Prepare annual budgets, year-end reconciliations, and variance reports for assigned properties.
Analyze operating statements, CAM/expense recoveries, and identify trends.
Support acquisitions/dispositions and due diligence processes; occasional property tours.
Collaborate with cross-functional teams to present findings and influence decisions.
Qualifications
3-7+ years of finance or analytics experience in commercial real estate (retail preferred).
Advanced Excel skills (modeling, scenario analysis, pivots, lookups); Argus experience is a plus.
Strong analytical skills, attention to detail, and ability to manage multiple priorities.
Excellent written and verbal communication skills; comfortable presenting to leadership.
Bachelor's degree in Finance, Accounting, Real Estate, or related field.
Preferred Skills
Experience with lease accounting (ASC 842) and CAM reconciliations.
Exposure to acquisitions underwriting and due diligence.
Familiarity with real estate systems (e.g., MRI/Yardi, PowerPoint).
Compensation & Benefits
Competitive base salary up to $120,000 DOE.
Employer-paid healthcare and unlimited PTO.
Opportunity to grow within a high-visibility retail portfolio.
Work Setup
Onsite in Boca Raton, FL (local candidates or those willing to relocate).