Overview

The Financial Analyst, Investments is responsible for analyzing investment strategies, monitoring portfolio performance, and providing insights to optimize investments and provide data related to multi-family housing acquisitions and developments. This position provides input into portfolio decisions using curated data and possesses strong analytical skills and a deep understanding of financial markets. The Financial Analyst, Investments works closely with portfolio managers and research analysts to drive strategic investment decisions that maximize returns.

Responsibilities

Qualifications

• Bachelor’s Degree in real estate, business, finance, accounting, economics, or a related field is required. 2 years’ experience in multi-family property management or finance experience.

• Advanced proficiency in Excel, including building models and data analysis.

• A strong analytical thought process with sound judgement and a keen attention to detail.

• Excellent written and verbal communication skills.

• Strong organizational and planning skills, with solid experience in applying project management techniques and skills to deliver complex and comprehensive projects, initiatives, and programs on time and on budget.

• Must be a self-starter and able to take initiative to make forward progress without being directed or asked.

• Proven history of demonstrating good judgment in decision-making and problem-solving situations.

• Accounting and Finance backgrounds are preferred (CPA/CFA).

• Acquisitions experience is preferred.

• Ability to multitask, meet deadlines, collaborate, and work in team settings as well as independently and contribute to areas beyond the direct scope of responsibility.

• Solid computer literacy, with experience in the Microsoft suite of products (Word, PowerPoint, Excel, Teams), with the ability to learn new software applications quickly.

• Demonstrate through words and behaviors the core values and philosophies of the Company.