MBA/Financial Analysis Intern

Job Description

Financial Analysis/MBA Intern | First Realty Management

The Tone:
This is an internship at First Realty Management, located in Boston, MA. First Realty Management is a family-owned and privately held property management company that has been in business for over 50 years, combining the resources of a large company with the personal touch of a small, local firm. The company values its talented employees, fostering a close-knit environment with opportunities for professional growth and community atmosphere. This role is crucial for supporting the executive and property teams by providing deep financial modeling expertise, strategic analysis, and forecasting capabilities to drive operational efficiency and enhance overall company and portfolio performance.

The TL;DR
• Role: Internship
• Location: In-person, Boston, MA

• Team: Reports to CFO, VP, and Controller; partners with operations and property teams.
• Mission: Build, maintain, and enhance complex financial models to evaluate performance, forecast outcomes, and support investment decisions, ultimately driving operational efficiency and enhancing company and portfolio performance.
• Tech Stack: Tableau, Essbase, Excel, AI tools, PowerBI, Excel VBA, Visio, Claude code, Claude agents

What You’ll Actually Do
• Financial Modeling & Analysis: Develop and maintain complex financial models, including 3-statement, DCF, scenario, and sensitivity analysis, to evaluate performance, investment/revenue opportunities, and capital allocation decisions.
• Forecasting & Planning: Support annual budgeting, long-range planning processes, and create rolling forecasts to track performance against targets and identify key drivers impacting financial outcomes.
• Strategic & Ad Hoc Analysis: Conduct scenario planning and what-if analyses to support strategic initiatives, evaluate potential M&A opportunities, capital projects, and new business lines, providing data-driven insights.
• Reporting & Visualization: Prepare financial reports, dashboards, and executive presentations, translating complex modeling outputs into clear business insights and automating reporting processes where possible using AI tools.
• Operational Support & Property Analysis: Monitor day-to-day property performance metrics, analyze capital projects for cost and financial impact, assist with investor relations, and analyze property-level financial statements.

The Must-Haves
• Background: Currently pursuing an MBA with an interest in real estate, property management, or asset management. Familiarity with statistical analysis, financial modeling, and valuation, including financial statement analysis, accounting principles, and methodologies like DCF and comparable analysis.
• Experience: Advanced proficiency in Excel, including complex formulas, and experience in financial modeling tools such as PowerBI, Tableau, Excel VBA, Visio, and AI tools. Advanced proficiency in financial modeling best practices and scenario/sensitivity tools is required.
• Skills: Strong modeling, analytical, and quantitative skills; excellent communication, presentation, and organizational skills; ability to work independently and collaboratively.
• Bonus: Experience with real estate software (e.g., Vantaca, Entrata); a background in finance/FP&A, consulting, or statistics; and strong background in Claude code, creating Claude agents, and streamlining workflows using Claude.