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Senior Financial Analyst, Investments

Tricon Residential
Tustin, CA Full Time
POSTED ON 2/5/2025
AVAILABLE BEFORE 4/5/2025

Tricon Residential is anownerand operatorofa growing portfolioof morethan 38,000 single-family rental homes in the U.S.Sun Beltand multi-familyapartmentsin Canada.Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon's culture and business philosophy.We provide high-quality rental housing options for families across the United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams.Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage. At Tricon, we imagine a world where housing unlocks life's potential. For more information, visitTricon Residential.

Job Description

The Financial Analyst will play a critical role in supporting our residential development platform's growth through financial modeling, investment analysis, and strategic acquisitions, as well as supporting our sustainability program. Key responsibilities include conducting financial analyses for existing and new investments, preparing detailed investment presentations, contributing to the research and analysis of new acquisitions and key sustainability initiatives, and collaborating with cross-functional teams, will demonstrate strong financial acumen, effective communication skills, and the ability to adapt in a dynamic environment.

Essential Duties and Responsibilities include the following but are not limited to the job specifications contained herein. Additional duties or job functions that can be performed safely may be required as deemed necessary by supervisory personnel.

  • Financial Modeling & Analysis: Execute financial modeling and data analysis to support acquisitions, market research, asset/portfolio management, and sustainability initiatives

  • Investment Presentations: Support the creation and delivery of thoughtful and detail-oriented investment materials, working with internal and external parties to synthesize information into investment proposals, project reforecasts, market studies, and recommendations on various investment or sustainability initiatives

  • Investment Management: Assist in the investment management and reporting for Tricon's US residential development portfolio by creating and updating management reports, identifying variances to project plans, and crafting insightful commentary/recommendations

  • Budgeting & Reforecasting: Contribute to the detailed budgeting and reforecasting of Tricon's build-to-rent business line by leveraging available data to justify operating assumptions and update complex financial models

  • Acquisitions: Support the screening, underwriting, and execution of new build-to-rent communities (BTR) or other real estate or sustainability investments

  • Sustainability: Develop a scalable sustainability data management system, create and track KPIs, and drive sustainability efforts through analysis, summary document preparation, and reporting

  • Market & Economic Insights: Track and analyze market and economic trends to inform investment strategies and business decisions

  • Cross-Department Collaboration: Collaborate with asset management, development, and reporting teams to gather information and achieve business goals

  • Dynamic Attitude and Adaptability: Demonstrate flexibility and adaptability in a fast-paced and dynamic business environment

Qualifications:

  • Analytical Mindset: Ability to conduct detailed and accurate analyses with confidence, attention to detail, and pride in work product

  • Technical Proficiency: Proficiency with Microsoft Excel, PowerPoint, and Word and a strong desire to perfect financial, data modeling, and presentation preparation skills

  • Financial Acumen: Understanding of financial modeling, finance, and accounting concepts

  • Initiative-taking: Adaptable, with a positive and "can-do" attitude, ability to multitask and perform in a highly dynamic workplace environment

  • Data-driven: Capable of aggregating and analyzing large, often disorganized, data from disparate sources and create sound outputs providing actionable business insights and recommendations

  • Collaborator: Collaborative, with a positive attitude towards teamwork and problem-solving

  • Effective Communicator: Strong written and oral communication skills, maintaining professionalism in high-stakes situations

  • Problem Solver: Persistence in accomplishing challenging goals with innate problem-solving abilities

  • Resilience: Ability to accept constructive criticism and quickly learn from mistakes

  • Task Management: Excellent prioritization skills and ability to work under tight deadlines

Minimum Requirements:

Minimum qualifications for the typical candidate to be successful in the role.

  • Bachelor's degree in finance, business, economics, or real estate with very strong performance preferred

  • 1-3 years of work or internship experience in investment banking, consulting, corporate finance, or real estate investments / asset management

  • Inherent sense of curiosity and a drive to seek out knowledge.

  • Strong business acumen and organizational leadership skills

  • Excellent interpersonal skills including patience, flexibility, consideration, discretion, tact, confidence, and effectiveness in dealing with people

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job, including:

  • Frequently required to sit; talk; and hear.

  • Occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and stoop; kneel; or crouch.

  • Occasionally lift and/or move up to 10 pounds.

  • Vision abilities required by this job include close vision, distance vision and depth perception.

#LI-Hybrid

At Tricon, we are committed to creating a workplace where every individual is valued for their unique contributions, experiences, voices, and backgrounds. By embracing these principles, we aim to positively impact our business and the communities we serve, creating a lasting legacy where everyone can thrive.

Salary Range

Placement within this compensation range will be determined by the candidate's knowledge, experience and skills.

$74,930.00 - $124,890.00

 

Salary : $74,930 - $124,890

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