Michael Page
Financial Analyst - Dallas, Hospitality
Michael Page, Dallas, TX, United States
- Opportunity for growth and career development
- Exciting portfolio of assets to work within
Our client is a national real estate investment manager that is seeking a motivated and experienced Financial Analyst to join their team in Dallas with the opportunity to be involved in complex real estate transactions and support the portfolio management of a large commercial real estate portfolio.
Job Description
Reporting to the VP of Investments the Financial Analyst will be an organized, detail-focused candidate with sound knowledge of real estate investment concepts. The Financial Analyst will Work with portfolio and asset management to perform asset and portfolio level financial risk / opportunity analysis and projections. The position will interact with many business functions as well as senior and executive management.
Selected responsibilities:
- Assist with the preparation of annual property-level budgets and monthly cash flow reforecasts for assigned portfolio
- Conduct regular variance analyses to ensure property performance is consistent with business plan and budget
- Develop and maintain financial models to forecast leasing activity and other portfolio-level metrics
- Drive the onboarding process for new portfolio investments and ensure proper data collection procedures are in place
- Review and abstract various legal documents including leases and operating agreements
- Prepare ad hoc strategic financial analyses in support of asset and senior management
- Interact with several departments including Leasing, Property Management and Legal on various asset and portfolio management projects
- Maintain monthly reporting packages deliverable to Asset Managers
- Work with senior leadership to develop yearly strategy plan
The Successful Applicant
The ideal Portfolio Analyst will posses the following qualities:
- Bachelor's degree in economics, finance, real estate or related field
- 1-3 years experience in a finance or data focused role. CFA and/or CPA a plus.
- GPA of 3.5 or higher
- Asset and/or portfolio management of non-residential assets (office, industrial, hospitality etc.)
- Proficient in Excel, strong financial modeling skills. ARGUS preferred.
- Ability to work with large data sets
- Highly motivated self-starter who works well in flexible environment
For the right candidate our client is willing to hire at an Associate level but will expect at least 3 years of directly relevant experience working in Portfolio Management at a real estate investment firm.
What's on Offer
Base salary, bonus and opportunity to work with an amazing mentor!
Analyst level will pay roughly $80,000 to $90,000 plus bonus.
Contact
Taylor Ludwig
Quote job ref
JN-122024-6613270