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Senior Financial Analyst

San Diego, CA

Backed by the largest private equity company in the country, a national shopping center owner and operator is looking for a Senior Financial Analyst to join their team. The Senior Financial Analyst position is responsible for providing financial and strategic analysis support related to the management of the Company’s portfolio of shopping centers. Analysis projects may include financial modeling, financial reporting and monitoring and reporting investment performance, and asset-level underwriting.

This key employee will ideally be an energetic, conscientious and detail-oriented expert who enjoys making a difference, being part of a team, and takes pride in their career. The Senior Financial Analyst will oversee a portfolio of properties located in the Company’s western region.


  • Develop and analyze reports that identify key operating metrics (i.e.: occupancy, leasing activity, rent, operating margins, estimates of asset value, etc.)

  • Prepare and manage monthly and quarterly financial, retail and valuation reports

  • Participate and assist in the preparation of annual property budgets

  • Analyze operating budgets and capital plans, re-forecasts and cash flow assumptions

  • Lead quarterly valuation process

  • Conduct various financial analyses on leasing deal approval, tenant credit review, investment opportunities, peer market performance and other ad hoc research as requested

  • Communicate with all necessary departments to ensure Company remains in compliance with obligations under joint venture agreements and other related documents including property management and asset management agreements

  • Spearhead special projects as directed by CEO or EVP of Asset Management

  • Stay abreast of industry trends, transactional activity and outside research perspectives relative to the real estate markets

  • Assist in the coordination of transaction management and financial due diligence related to the acquisition/disposition of properties

  • Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications and establishing personal networks


  • 3 - 5 years previous relevant experience

  • Bachelor’s degree (B.A./B.S.) in Business Administration or a related discipline (Accounting, Economics, Finance, Real Estate) from an accredited college, university

  • Excellent verbal and written communication

  • Self-motivated, self-directed and capable of working independently

  • Advanced working knowledge of Excel and proficient in Word and Powerpoint

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