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San Diego, CA
A fully-integrated commercial real estate investment company with institutional scale and capabilities is looking for an experienced analyst to support the company’s anticipated doubling of their portfolio. The company has a 20-year investment history and a focus on well-located industrial properties in the Western United States. They are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction and building operations.
This position will focus on aspects related to real estate acquisition, corporate finance, and asset management. They will assist in the underwriting and financial due diligence of acquisition deals, support asset management in the investment analysis and decisions, and routinely provide valuations and financial forecast of our assets. The Senior Financial Analyst provides resources, tools, and financial investment insights across all departments within the company.
Provide financial underwriting for new acquisitions with duties to analyze financial statements, build cash flow models, conduct market research, and analyze investment returns.
Assist in the writing and preparation of presentations and memos to investment committee.
Perform various due diligence activities which include reviewing lease documents, comparing historical financials to underwriting, reviewing physical assessment reports, and assisting in providing loan packages to lenders
Lead the budgeting and forecasting process by collaborating with all departments and utilizing Yardi and financial models to build property and consolidated projected financials.
Periodically update and maintain various valuation models for owned and managed properties.
Prepare acquisition and disposition transition reports to be used by various departments throughout the Company
Produce and present valuations on a quarterly basis using Argus and discounted cash flow models.
Assist in the preparation of investor reporting and present property level financials and performance to all departments
Prepare hold sell analysis of currently owned assets to help drive decision making.
Prepare pro forma financials models, including discounted cash flows and IRR calculations
Update and maintain financial models that track investment performance.
Provide investment analysis on decisions related to leasing and capital expenditures.
Coordinate and communicate routine and non-routine deliverables to the finance, acquisitions, operations, and accounting departments
3+ years of commercial real estate, investment management, or financial analysis experience.
BA/BS degree in Finance, Real Estate, Economics, Math, or related field
Graduate degree, CFA, or CPA a plus
Strong financial modeling skills. Knowledge in real estate accounting and financial statement analysis
Basic understanding of real estate agreements including leases, purchase and sale agreements, loan agreements, partnership agreements.
Proficiency in Argus and Excel