Senior Financial Analyst

The Senior Financial Analyst plays a critical role in supporting acquisition, development, and portfolio management activities. This position is responsible for delivering high-level financial analysis, modeling, market research, and transaction support across multiple asset types. In addition to technical responsibilities, this role also serves as a mentor to junior analysts—providing guidance, coaching, and review to support their professional growth and ensure consistent analytical standards across the team.

Essential Job Functions

Financial Analysis & Modeling

• Develop and maintain detailed financial models, projections, and investment analyses for acquisitions, developments, and existing assets (including DCF, IRR, and NPV modeling).
• Evaluate property performance, capital needs, and return scenarios for new and ongoing investment opportunities.

Market & Economic Research

• Conduct market research, track economic and industry trends, and collaborate with brokers to gather lease and sales comparables.
• Translate market data into meaningful insights for internal decision-making.

Investment Materials & Internal Reporting

• Assist in preparing investment memorandums, development proposals, financial packages, offer letters, and presentations for leadership and clients.
• Support budget-to-actual analysis and reporting for portfolio assets.

Transaction Support

• Contribute to underwriting efforts for recapitalizations, refinancing, and dispositions.
• Support due diligence and closing processes for acquisitions and dispositions, including document organization, analysis, and coordination with internal and external partners.

Capital Markets Support

• Prepare lending packages and investor presentations for capital markets transactions.
• Maintain strong communication with lenders, investors, and internal stakeholders.

Mentorship & Team Development

• Provide coaching, review, and day-to-day guidance to junior analysts.
• Support in setting analytical best practices, improving model templates, and enhancing team efficiency and accuracy.

Qualifications

• Bachelor's degree in finance, accounting, economics, real estate, or related field.
• 3–5+ years of relevant financial analysis or real estate investment experience (preferred).
• Strong proficiency in Excel financial modeling
• Exceptional analytical and problem-solving skills.
• Ability to manage multiple projects, deadlines, and stakeholders in a fast-paced environment.
• Strong written and verbal communication skills.
• Experience mentoring or training junior staff is a plus.