The Financial Analyst will support all real estate investment and development activities for Client. This role will assist with acquisitions, investment management and capital raising through underwriting, financial modeling, investment memos, presentations, and market research.
The Financial Analyst will liaise with Client’s partners, investors, and lenders to ensure investment analysis, management, and reporting are consistent with quality expectations.
Review potential investments – perform the ‘first look’ summary and assessment of new investment opportunities (key assumptions, market, sponsor, etc.)
Modeling – create internal models, review models from operating partners and periodically reforecast models for existing investments
Investment memos – draft initial versions and review versions from partners
Investment reporting – review quarterly reports (asset management and financials) from operating partners and draft summary reports to Company investors (standalone investments)
Due diligence – organize and coordinate due diligence for Company, lenders and investment partners
Capital raise – draft presentations and track database of investor relationships
Market knowledge – monitor cap rates, financing and industry trends (focus on retail and industrial)
Deal tracking – monitoring key dates for earnest money, due diligence and closing
Perform other tasks as required
BA/BS degree in finance, real estate or a related field
At least 3 years of experience in commercial real estate
Expertise in financial modeling in Excel; proficiency in Argus is a plus
Current knowledge of the commercial real estate market, best practices, and trends
Poline Associates is an international executive search firm specializing in the shopping center industry.We serve property owners, developers, retailers and service providers who are seeking remarkable talent and work to align them with candidates who are eager for new growth opportunities. Since 1979, our team has been connecting companies and candidates with a commitment to integrity and client satisfaction—making us the industry’s most trusted leader in recruitment.