Financial Analyst at Security Properties

Job Description

Position Title: Financial Analyst – Asset Management

Reports to: Director, Technology & Analytics (Asset Management Group)

The Financial Analyst is responsible to perform a variety of financial analysis of multifamily investment properties, support Asset Managers, and prepare recurring (see below) and one-off reports for investors and senior management. The analyst will work primarily with the Managing Director of Asset Management, the Director of Technology & Analytics, and the Asset Managers.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Support the asset managers by understanding the assets, the partners, the business strategy, and the challenges.
• Perform yield on cost/return on investment analysis of unit renovation projects.
• Participate on regular calls with the properties and SP’s equity partners to review strategy, financial performance, and address areas of underperformance.
• Update annual property budgets and revise property financial forecasts throughout the year.
• Assist with disposition analysis, IRR calculations, and sales proceeds waterfalls.
• Gather due diligence materials for sales and refinances.
• Track down answers to issues stemming from financial statements (e.g. balance sheets, income statements, and general ledgers).
• Quarterly distributions. Support asset managers on select property distributions by populating the Excel workbooks with financials, updating current equity balances, and revising the forecasts.
• Quarterly Distributions & Yield Report for Senior Management. Work with Asset Managers to compile the report, prepare explanations, and research anomalies.
• Quarterly investor letter reports. Provide commentary and compile metrics for letters sent to SP’s investors.

REQUIREMENTS

• Bachelor’s degree in business, finance, accounting, real estate, or related field, or possess an equivalent combination of education and work experience.
• Minimum two years of experience in financial/data analysis with a strong preference for prior real estate experience.
• Exceptional analytical skills, problem-solving, and decision-making skills including financial analysis, statistical analysis, and business case development.
• Excellent written and verbal communication skills, including the ability to communicate and interact with team members at all levels throughout the organization.
• Ability to present findings to a group including company executives.
• Ability to multi-task including project management and administration, customer service, and special project work.

Competitive Compensation Package

Job Type: Full-time

Salary: $80,000.00 - $100,000.00 per year