SteelWave is a leading vertically integrated real estate investment manager, owner and operator, with a comprehensive portfolio of commercial assets in the western United States. As investors and operators with a long-standing presence in our core markets—Northern California, Southern California, Denver, Seattle, Portland, and Texas—SteelWave has been providing high-quality properties to tenants and brokers, and solid returns to investors, for over four decades. Since 1973, SteelWave has acquired and developed 379 real estate assets at a cost of $9B. We currently have 11.3 million SF of assets under management valued in excess of $2.4B.
The Financial Analyst will report directly to the Senior Vice President and head of Portfolio Management. The primary responsibilities of the position will be to provide analytical, reporting, and quasi-asset management responsibilities. This includes preliminary underwriting and valuation terms, preparing financial market data, analyzing a range of assumptions in financial models, preparing forecasts, maintaining financial controls & procedures, and producing a variety of monthly, quarterly and annual business plans, budgets & forecasts. Responsible for interfacing with JV partners, senior management, lenders, investment brokers, and existing and new potential investors.
- Timely completion of accurate valuation analysis & underwriting support of property acquisitions, development, and value add opportunities, including all supporting financial models, market statistics, and investment summaries.
- Maintain strong market presence, attend networking and market functions. Develop and expand existing external broker & other relationships to develop sources of market and economic data on the real estate fundamentals in the West Coast target markets.
- Assist in the preparation of quarterly investor reports, quarterly cash reforecast reports, biannual business plans, and participate in the preparation of presentations of opportunities to existing and potential new investors. Foster strong investor relationships.
- Monitor and drive the execution of the business plans for the assets under management to ensure the strategy for the assets is executed timely.
Requirements & Qualifications
Bachelor degree required, advanced business degree a plus. 2+ years of relevant work experience in commercial real estate preferred. The candidate must have quantitative and analytical skills, and excellent oral and written communication abilities. Other essential capabilities include commitment to meet deadlines, integrity, work ethic & leadership qualities.
Supervisory Responsibilities: May supervise one or more team members and/or support staff
Travel: Ability to travel up to 15% of time by car within the SF Bay Area. Some limited travel outside the Bay Area region by using air and ground transportation may be required.
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 frequently required to sit and use hands to finger, handle, or feel. The employee is occasionally required to stand and walk. The employee is occasionally required to lift up to 10 pounds. The vision requirements include: close vision and ability to adjust focus.
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.
Work is performed in an office setting with exposure to CRTs and UV rays. Working extended hours may be required as needed. While performing the duties of this job, the employee is occasionally exposed to outside weather conditions. The noise level in the work environment is usually quiet.
2+ to 5 years
Apply for this job