Financial Analyst & Asset Manager

Position Overview: We are seeking a skilled Financial Analyst & Asset Management Professional to join our rapidly growing investment firm specializing in triple-net (NNN) leased commercial real estate acquisitions, specifically targeting small and mid-sized commercial bank branch properties. The ideal candidate will be responsible for underwriting potential acquisitions, performing thorough financial analyses, and actively managing a growing portfolio of NNN properties to maximize asset value and ensure tenant financial stability.

Responsibilities:

Acquisition Underwriting & Financial Analysis:

• Conduct comprehensive underwriting analyses of NNN real estate acquisitions, primarily bank branches.
• Develop financial models, perform cash flow projections, sensitivity analyses, and risk assessments.
• Prepare detailed investment memos and recommendations for senior management and investment committee reviews.
• Evaluate tenant creditworthiness, lease terms, property valuations, and local market dynamics.
• Collaborate with consultants and external advisors to analyze tenant financial health and market conditions.

Asset Management:

• Actively manage and monitor financial performance of NNN leased assets.
• Develop and implement asset-specific strategies aimed at optimizing property income, controlling expenses, and preserving asset value.
• Regularly assess tenant financial stability and proactively identify potential risks and mitigation strategies.
• Maintain strong tenant relationships, ensuring compliance with lease terms and promptly addressing any issues.
• Coordinate with property management, legal, and accounting teams to ensure streamlined operations.

Reporting & Compliance:

• Prepare and present regular portfolio performance updates to senior management.
• Ensure all asset management activities adhere to internal standards, industry best practices, and regulatory requirements.

Qualifications:

• Bachelor's degree in Finance, Real Estate, Economics, or related field.
• 3-5 years of experience in commercial real estate underwriting, acquisitions, and/or asset management, with specific experience in NNN lease structures.
• Strong understanding of financial statements, credit analysis, and valuation techniques.
• Excellent analytical skills and proficiency in financial modeling (Excel).
• Experience utilizing industry research tools, market reports, and financial databases.
• Strong interpersonal and communication skills, able to work effectively across multiple stakeholders.
• Self-motivated, detail-oriented, and capable of handling multiple assignments under tight deadlines.

Preferred Qualifications:

• Prior experience underwriting financial institutions or bank-occupied properties.
• Knowledge of banking industry financial metrics and regulatory environment.
• Experienced in underwriting and asset management of NNN real estate

Work Environment:

• South Florida or Chicago-based candidates preferred; however, remote work within the US will be considered for highly qualified candidates.
• Occasional travel to property sites or company meetings may be required.

We offer competitive compensation, professional growth opportunities, and a collaborative, results-oriented work environment.

Join our dynamic team and contribute to the continued success of our growing NNN real estate portfolio.