Financial Analyst

Job Title: Financial Investment Analyst Department: Growth Department: M&A, Real Estate and B2B Location: Boston Area Reports To: Director of M&A The Financial Investment Analyst will be primarily responsible for evaluating M&A and real estate investment opportunities, conducting financial modeling, and supporting strategic decision-making across acquisitions, sale leasebacks, dispositions and portfolio management. This role requires strong analytical skills, deep knowledge of finance, returns, P&Ls, business cash flow, property rental income, and the ability to synthesize complex data into actionable insights. Key Responsibilities Analyze financial statements, market trends, and investment portfolios. Prepare and present investment memoranda and financial reports to senior leadership. This includes strong excel and powerpoint skills. Perform valuations and returns analysis using financial models, comparative market analysis, market studies, industry reports, and other techniques. Develop and maintain financial models for acquisitions, dispositions (e.g., sale leaseback), tenant build-outs and other investment scenarios. Perform meaningful outreach to prospective M&A targets and new site identification on the real estate side. Conduct due diligence for real estate transactions, including lease reviews, operating statements, and third-party reports. Conduct due diligence for M&A transactions, including financial due diligence, market due diligence, enrollment & staffing due diligence and third-party reports. Collaborate with asset managers, brokers, and property managers to gather and interpret data. Monitor and report on portfolio performance, identifying risks and opportunities. Assist in budgeting, forecasting, and strategic planning initiatives. Qualifications Bachelor’s degree in Finance, Real Estate, Economics, or related. 2–5 years of experience in either M&A, real estate finance, investment banking, underwriting or investment analysis. Proficiency in Excel, PowerPoint and financial modeling is required. Strong understanding of valuation, capital markets, and investment structures. Excellent written and verbal communication skills. Ability to manage multiple projects and meet tight deadlines. Detail-oriented with strong organizational and problem-solving abilities. Work Environment Onsite depending on company policy. Fast-paced, collaborative, and deadline-driven setting. Benefits Health benefits are available upon start date. Free Subscription to First Stop Health; receive ongoing care from doctors and prescribers through easy telehealth services. Up to 75% discount on your child's tuition (Option for the initial $5,000 of tuition to be taken out of your paycheck before taxes through payroll deductions.) Comprehensive benefits package, including health, dental, vision, and pet insurance. 401k with company match. Tuition reimbursement. Career advancement and coaching. Additional Paid Time off and Holidays. Referral Program. #J-18808-Ljbffr