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!