Financial Analyst

The Purpose:  A Financial Analyst will be responsible for monitoring, tracking, and reporting on all aspects of a transaction - from the moment a deal goes to the investment committee until after its disposition.  This role is based in New York City.

Key Role Responsibilities:  

• Assisting with investment management, including property and investment valuation, performance analysis, modeling, investor reporting, and special projects.
• Analyze and monitor the financial performance of properties and investments including financial modeling, review of monthly financials, and benchmarking to budget
• Provide support in the review of property budgets, historical performance, quarterly forecasts, and variance analyses
• Understand underwriting, deal structure, investment levels, waterfalls, and risks/opportunities of an investment
• Manage the equity and debt quarterly distribution process, including obtaining financial and accounting data
• Identify and update the cash position for each property or investment to evaluate investor distributions
• Assist with the analysis of new investments to ensure that the opportunity meets the goals and objectives of the portfolio for the global investment committee
• Prepare performance analyses and assist with preparation and review of portfolio level and investor reports
• Coordinate with Asset Managers and third-party appraisers for the review of property valuations, operating budgets, business plans, and SEC filings
• Prepare and coordinate quarterly reports and ad hoc quarterly calls; assist in producing related reports
• Assist in preparing annual conference materials, pitchbooks, performance memos
• Supporting all aspects of the marketing and capital raising cycle from roadshows, marketing collateral, investor due diligence to closing of investor capital commitment

Primary Requirements Include: 

• Bachelor’s degree in Finance or relevant business degree or equivalent work experience
• 4-5 years of relevant experience of formal real estate investment in sell-side or buy-side, research, investment banking, finance or accounting
• Understanding of real estate fundamentals or financial literacy
• Proficient in Microsoft Word, Excel, Outlook & PowerPoint
• Excellent interpersonal & communications skills, both verbal and written

• To apply for this position please go to our Website: 

  https://www.hgliving.com/job-openings