Junior Financial Analyst – Real Estate Investment

Job Description

Financial Analyst | Montegallo.

The Tone:
This is a full-time, remote role at Montegallo. Montegallo is a company focused on real estate investment. This position is crucial for supporting the real estate investment team by providing essential financial analysis, market research, and modeling that directly informs investment decisions for both commercial and residential properties. It offers a valuable opportunity for an early-career finance professional to gain hands-on experience in the field.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote, United States

• Mission: This person supports the real estate investment team by conducting financial modeling, market research, and investment analysis to evaluate commercial and residential real estate opportunities.
• Tech Stack: Excel, Financial Modeling, Real Estate Underwriting, DCF Analysis, ARGUS, CoStar, Power BI, Tableau, SQL, Yardi

What You’ll Actually Do
• Modeling: Assist with financial modeling and underwriting of real estate investment opportunities.
• Analysis: Analyze property financials, cash flow, cap rates, IRR, and overall investment returns.
• Research: Conduct market research and support due diligence efforts for potential investments.
• Reporting: Prepare comprehensive investment reports and presentation materials for stakeholders.
• Performance Tracking: Track portfolio performance and provide ongoing investment analysis support.

The Must-Haves
• Background: Entry-Level professional with a Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field.
• Experience: 0–2 years of experience in finance, investments, real estate, banking, or accounting, with internships highly encouraged.
• Skills: Advanced Microsoft Excel proficiency, strong analytical and problem-solving abilities, excellent communication and organizational skills, and an eagerness to learn and grow within real estate investing.
• Bonus: Preferred exposure or experience with real estate underwriting, DCF analysis, ARGUS, CoStar, Power BI, Tableau, SQL, or Yardi.