Senior Financial Analyst

*This position will be in-office located in Dallas, TX. Relocation allowance considered*

Purpose: The Senior Financial Analyst provides executive team investment analysis, through research, modeling, and valuations to support investment strategies.

Qualifications:

• Bachelor’s degree in Finance
• 3+ years in either Investment or Equity REIT Research experience
• Strong writing, proofing, formatting, and communication skills
• Exceptional attention to detail, placing a high priority on accuracy
• Highly organized, proactive and resourceful
• Demonstrated initiative and good judgment as well as the ability to work well under pressure
• Advanced Microsoft Office skills (Word, Excel, PowerPoint); knowledge of CRM programs
• Strong qualitative analytical skills; having the ability to research, analyze, and present complex financial data clearly and concisely
• Naturally inquisitive with a desire to understand the bigger picture and contribute to understanding and solving problems
• Exceptional excel/modeling/forecasting skills are essential, as is advanced knowledge of financial statements and valuation.
• Versatility in the use of data management and systems.
• Solid experience with analyzing financial statements

What will set you apart:

• MBA in Real Estate or Finance
• CFA Level III or Candidate

Responsibilities:

• Create presentations for current and prospective investors
• Respond to ad-hoc requests for information and conduct investment analysis
• Help identify and execute on key investor relations initiatives
• Develop and oversee internal long-term forecast models, perform various debt and equity scenario analyses, and project financial outcomes for multiple strategic initiatives
• Detailed market research and analysis, including economic, demographic, capital markets, and locational (submarket/micro location) to identify key investment drivers and potential impacts
• Develop and maintain research databases on public and private competitors tracking operating data, financial metrics, KPIs, and other publicly available information
• Aggregating and analyzing portfolio data; preparing summary spreadsheets, graphs and tables; evaluating performance metrics; highlighting notable issues and trends; and developing meaningful and insightful commentary
• Responsible for monthly/quarterly investment performance reporting, performance analysis, forecasting, and various ad-hoc dynamic analysis
• Help maintain and manage the investor database