About This Role
This investment analyst role is with a real estate investment and development firm, offering an opportunity to gain hands-on experience across real estate finance, investment analysis, and development operations. The company provides a collaborative, entrepreneurial environment for an early-career professional.
Responsibilities
- Conduct financial feasibility assessments, market research, and sensitivity analyses to support investment decisions
- Update and maintain Excel financial models for various real estate projects, supporting ongoing analysis and forecasting
- Assist with monthly project pro forma updates by incorporating actual results, revising assumptions, and adjusting contingencies
- Monitor housing sales, closing schedules, closing proceeds, and lot discharges, providing regular updates to internal stakeholders
- Generate financial reports from internal databases and assist with weekly accounting reports and monthly reporting across various asset classes
- Work closely with the Accounting team on reconciliations, financial analysis, and reporting requirements
- Maintain financing trackers and monitor debt exposure, including credit agreements, advances, repayments, loan balances, availability, and maturities
- Assist with project financing by preparing supporting documentation and lender financing packages
- Support the preparation of investor cash calls, bank draw packages, lender annual reviews, and related financial schedules
- Assist with cash flow forecasts, project budgets, financial models, and liquidity analysis
- Contribute to investor reporting packages, including project summaries and equity reconciliations
- Identify opportunities to improve financial reporting processes, tracking tools, and data management
- Provide ad hoc financial analysis and reporting as required
Requirements
- Bachelor’s or Master’s degree in Real Estate, Finance, Accounting, Business Administration, or a related field
- 1–2 years of relevant experience in real estate, finance, accounting, or investment analysis
- Strong Microsoft Excel skills, including formulas, lookups, pivot tables, and working with large datasets
- Foundational understanding of finance and accounting principles as they relate to real estate operations and development
- Strong attention to detail, with the ability to reconcile financial information and identify discrepancies
- Effective organizational and time management skills, with the ability to manage competing priorities and meet deadlines
- Strong written and verbal communication skills, with the ability to collaborate across multiple teams
- A proactive, self-motivated approach and a willingness to learn in a fast-paced, entrepreneurial environment
