Finance Analyst Real Estate Investments

Finance Analyst Real Estate Investments

We are a trusted advisory firm providing critical services to LP investors in syndicated real estate deals. Our expertise spans independent due diligence, deal evaluation, investment guidance, portfolio oversight, and asset management. We also offer strategic counsel in negotiations with deal sponsors, ensuring investors make informed decisions backed by data-driven insights.

Role Overview:

We are seeking a Finance Analyst with experience in real estate investments to support our due diligence, deal evaluation, and asset management functions. The ideal candidate will be highly analytical, detail-oriented, and proficient in financial modeling. This role is essential in helping our clients navigate real estate syndications by providing data-driven recommendations and risk assessments.

Key Responsibilities:

• Deal Evaluation & Due Diligence
  • Analyze real estate investment opportunities, including financials, market conditions, and risk factors.
  • Build and maintain financial models for underwriting and valuation of potential investments.
  • Assess sponsor track records, deal structures, and alignment of incentives.
  • Provide data-driven investment recommendations for LP investors.
• Portfolio Oversight & Asset Management
  • Monitor existing real estate assets, tracking performance against pro forma projections.
  • Identify risks and opportunities in investment portfolios and recommend strategies for maximizing returns.
  • Assist in investor reporting and prepare quarterly/annual portfolio reviews.
• Investor & Strategic Support
  • Collaborate with stakeholders to ensure transparency in investment performance.
  • Support negotiations with deal sponsors by providing financial insights.
  • Conduct market research and industry benchmarking to inform investment strategies.

Required Qualifications & Skills:

• Bachelors degree in Finance, Real Estate, Accounting, Economics, or related field.
• 2-5 years of experience in real estate investment analysis, asset management, or financial due diligence.
• Strong proficiency in financial modeling, DCF analysis, and real estate underwriting.
• Experience with real estate financial software (e.g., Argus, CoStar, Excel-based underwriting models).
• Understanding of LP/GP structures, waterfall distributions, and capital stack analysis.
• Strong analytical, problem-solving, and communication skills.
• Ability to interpret financial statements and conduct sensitivity/scenario analysis.
• Experience in market research, cap rate analysis, and risk assessment.

Preferred Qualifications:

• CFA, CAIA, or CPA designation (or progress toward certification).
• Experience in private equity real estate or working with LP investors.
• Familiarity with real estate investment trusts (REITs) and fund structures.
• Exposure to negotiation processes with deal sponsors or syndicators.

Work Structure & Growth Potential:

• Part-time (10-20 hours per week) initially, with the expectation to grow into a full-time role within 6-12 months.
• Remote work with flexible hours, though availability during U.S. business hours is preferred.

If you are a meticulous financial professional with a passion for real estate asset management, we'd love to hear from you!