Financial Analyst

Underwriting & Modeling 

• Manage detailed investment financial models (property cash flows, joint venture waterfall structures) for properties across the portfolio to support critical and time-sensitive planning, reporting, and analysis needs 

• Build and maintain detailed pro forma models for ground-up development and value-add acquisitions (multifamily, retail, and mixed-use) 

• Support development pipeline efforts for prospective property investment, including pro forma model changes and managing modeling assumptions for multiple underwriting scenarios 

• Research sub-market, market, and industry trends and patterns — rent comps, sales comps, supply pipeline, and submarket fundamentals 

• Assist in due diligence/closing for new acquisitions and development sites 

Capital Markets 

• Support initial financing, refinancing, and disposition processes, including preparation of lender and broker materials 

• Prepare investment memos, investor presentations, and property operating performance and investment return metrics (IRR, equity multiple, yield-on-cost, DSCR) 

• Manage lender and loan-servicer requests — payment confirmations, escrow and inspection items, and covenant documentation 

• Review and understand property investment closing documents 

Asset Management 

• Prepare and maintain financial reporting across the existing commercial real estate assets — rent rolls, T-12s, preliminary and final monthly collections, and income projections 

• Track performance of operating assets against budget — occupancy, concessions, lease trade-outs, and NOI trends 

• Build and maintain schedules, variance analyses, and expense breakdowns that explain month-to-month movements to leadership 

• Support annual budgeting and business plan updates for each asset 

Construction 

• Assist with construction draw packages, including review of pay applications, lien waivers, and continuation sheets 

• Track and reconcile construction draws, vendor invoices/checks, and wire payments across active build-out projects, coordinating with project managers and lenders 

What We're Looking For 

Expectations 

• Detail oriented with strong organizational skills 

• Ability to analyze data and provide quantitative solutions 

• Ability to multi-task and manage a complex workload to meet reporting deadlines, and function in a fast-paced environment 

• Strong communication skills with the ability to effectively interact with senior leadership 

Required Experience and Minimum Qualifications 

• Bachelor's degree in finance, mathematics, accounting, or similar degree 

• Microsoft Office Suite, including advanced Excel-modeling skills 

• Minimum of 1–3 years of experience in real estate finance, investment analysis, or a related field, preferably in a multifamily development and/or acquisition business model 

• Knowledge of core real estate investment underwriting and valuation concepts 

• Experience modeling property cash flows and historical and projected GP-LP investor waterfall returns 

Preferred Qualifications 

• Understanding of and ability to analyze company financial statements 

• Certifications (optional but preferred): CFA — Chartered Financial Analyst (or aspiring candidate)