Description
Real Estate Financial Analyst
Company Summary
A well-established real estate investment firm is seeking a Real Estate Financial Analyst. The company’s headquarters are located in Glendale, California with commercial and residential properties throughout the continental United States.
Summary/Objective
The Financial Analyst will work closely with and support the VP of Asset Management, with a primary focus on collecting and analyzing financial information to: (1) provide an accurate report of property-level and portfolio-level performance; and (2) inform operational decision-making.
The Associate will communicate regularly, professionally and effectively with company management, and will perform required tasks quickly and accurately.
Essential Functions
- Generate monthly reporting packages to assist in monitoring property-level performance in all critical areas, including revenue, expenses, leasing, and occupancy.
- Evaluate property and portfolio level performance through detailed analysis of monthly budget versus actuals, and quarterly valuations.
- Contribute to annual business plans for various properties throughout the portfolio, including operating and capital budgets.
- Assist in analysis for asset re-positioning, hold/sell analysis, disposition, acquisition, and large capital projects.
- Conduct market research for specific investment opportunities and maintain current real estate market data in target markets.
- Assist with due diligence activities for acquisitions and refinancing.
- Effectively communicate with internal and external contacts, including financial institutions and partners, consultants, contractors, and accounting staff.
- Perform quarterly and annual loan covenant calculations and prepare financial statements to satisfy bank reporting requirements.
- Assist in the annual budget process.
- Assist with special projects as needed.
- Perform internal Yardi rent roll audits.
- Other duties as assigned by management.
Competencies
- Business insight
- Financial acumen
- Plans and aligns
- Decision quality
- Action oriented
- Ensures accountability
- Communicates effectively
- Self-development
Required Education and Experience
- Bachelor’s degree in Finance, Accounting, or Business, with prior work experience in a financial analysis capacity.
- 2-4 years of work experience in a real estate financial analysis capacity.
- Microsoft suite proficiency.
- Yardi and Excel proficiency.
Preferred Education and Experience
- Working knowledge of Argus and/or Yardi software preferred.
Job Sectors
Experience
2+ to 5 years
This job is no longer active.