Investment Analyst – Real Estate Financial Planning & Analysis

Job Description

Finance Analyst | Arrow Search Partners

The Tone:
This is a full-time role at Arrow Search Partners, supporting a distinguished global investment firm. This client specializes in real estate, demonstrating an active approach to acquiring, developing, and managing a broad and diverse portfolio spanning office, residential, and hospitality sectors. The firm employs a strategic methodology, targeting both stabilized and distressed assets to effectively capitalize on shifting market cycles. The Finance Analyst position is pivotal, providing rigorous financial analysis, insightful statistics, and comprehensive reporting that directly informs senior management and the board of directors. The contributions from this role are essential for sound strategic investment decisions and ensuring transparent public disclosures across the firm’s complex, global real estate ventures.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Not stated in the listing.
• Pay: $90000–$100000 yearly
• Mission: This role ensures senior management and the board receive accurate financial insights and reporting to guide investment strategy and maintain transparent disclosures for a global real estate firm.
• Tech Stack: OneStream

What You’ll Actually Do
• Review Submissions: Meticulously review regional leasing and development submissions, ensuring accuracy and alignment with the firm’s strategic objectives and financial protocols.
• Prepare Statistics: Consolidate vital leasing statistics and key performance indicators (KPIs), structuring them for clear presentation to senior management and for required public disclosures.
• Analyze Investments: Perform detailed financial analyses of the firm’s investments, thoroughly evaluating their financial projections to forecast performance and inform strategic decisions.
• Identify Variances: Proactively identify and analyze any unusual or unexpected variances within financial reports, pinpointing discrepancies that require further investigation.
• Prepare Reports: Develop comprehensive reports detailing the operating environment and significant capital events, preparing these insights for review by senior management and the board of directors.
• Monitor Liquidity: Closely monitor near-term liquidity events for various investments and actively collaborate with regional FP&A teams to accurately anticipate and understand upcoming liquidity needs.

The Must-Haves
• Background: A Bachelor’s degree in a related financial discipline is required. This role is ideally suited for an early-career professional building a strong foundational knowledge in finance and accounting within a demanding investment environment.
• Experience: A minimum of 1-3 years of pertinent experience gained specifically within public accounting is essential. Candidates must demonstrate proven experience in effectively understanding and dissecting complex financial transactions.
• Skills: Core skills include comprehensive financial analysis, meticulous variance identification, accurate financial reporting, and efficient data consolidation for executive-level review. Collaboration with regional financial planning and analysis teams is also key.
• Bonus: A Certified Public Accountant (CPA) designation is preferred, indicating a strong commitment to accounting principles. Additionally, familiarity and experience with OneStream software will be considered a significant advantage.