Financial Analyst, Real Estate

Financial Analyst

Chicago IL - Chicago, IL 60606

Overview

Salary Range $100,000.00 - $125,000.00 Salary/year Level Experienced Position Type Full Time Education Level Bachelors Degree Travel Percentage Up to 10% Category Real Estate

Description

Cabrera Capital Partners is a national real estate development and investment platform focused on disciplined growth through long-term relationships. We partner with institutional capital and local stakeholders to originate and execute real estate opportunities across diverse markets. Our platform-driven strategy spans multiple real estate sectors, and emphasizes fundamentals, alignment, and repeatability, delivering durable assets and sustainable value.

The Real Estate Analyst is a core contributor to how we source, underwrite, and execute deals. You will work directly with senior leadership across the full transaction lifecycle, from initial market screening through investment committee approval and into asset management. The work is fast-moving, intellectually demanding, and consequential. We are a small team, which means your output matters immediately and visibility is high.

Essential duties and responsibilities

• Underwriting & Financial Analysis
• Build and own complex cash flow models across property types including industrial, multifamily, student housing, and mixed-use
• Develop, review, and stress-test operating pro formas and investment return models (IRR, equity multiple, cash-on-cash) across a range of capital structures
• Sensitize assumptions across key variables (e.g., rent growth, vacancy, cap rates, construction costs, financing terms) and translate outputs into relevant investment conclusions
• Support debt and equity structuring analysis, including joint venture and waterfall modeling
• Market & Property Research
• Conduct primary and secondary market research using institutional data platforms (e.g., CoStar, Green Street, MSCI, or equivalent), as well as site visits, broker conversations, and local market intelligence
• Synthesize research into clear written investment theses and underwriting memoranda with a defined point of view
• Track sector, submarket, and competitive trends and maintain comparable and benchmarking analyses
• Deal Execution & Investment Process
• Support transactions from initial screening through LOI, due diligence, and closing
• Prepare investment committee materials including executive summaries, underwriting exhibits, risk assessment, and recommendation frameworks
• Coordinate with third-party consultants, brokers, lenders, and legal counsel throughout the diligence and closing process
• Maintain pipeline tracking, deal logs, and internal investment databases
• Property / JV / Platform FP&A & Reporting
• Support property- and JV-level financial performance analysis, connecting underwriting assumptions to actual and forecasted results
• Analyze and communicate deal cash flows and partner economics, clearly showing sources and uses of capital across CCP and its partners
• Prepare property, JV, and portfolio-level reporting that explains performance, returns, and variance to plan for internal and external stakeholders
• Presentation & Communication
• Build polished, boardroom-ready investment decks and IC approval materials
• Distill complex financial and market analysis into clear, decision-oriented narratives for senior leadership and external stakeholders
• Support preparation of materials for LP reporting, investor communications, and capital-raising initiatives as needed

Management & Decision Making Responsibilities

Operates with a high degree of autonomy in financial analysis and deal support. Exercises judgment in underwriting assumptions, analytical framing, and investment recommendations provided to senior leadership.

Qualifications

Knowledge, Skills & Abilities Requirements

Technical Skills

Advanced Excel required, including dynamic model-building and the ability to build models from scratch

PowerPoint fluency, with the ability to develop clear, well-structured presentations that effectively communicate analysis and recommendations

Ability to automate repetitive analytical tasks (Python, VBA, or equivalent) is a meaningful differentiator

Actively uses AI tools to accelerate research, drafting, and analysis, thoughtfully balancing their use with independent thinking

Professional Qualities

Exercises sound judgment, with the ability to identify key insights, prioritize relevant information, and filter out noise in both data and discussions

Strong written communication skills demonstrated through clear, analytical memos, emails, and presentation materials

Resourceful and self-directed, with a demonstrated ability to find answers independently

Intellectual curiosity about markets, capital flows, and the drivers of real estate value

Comfortable operating in ambiguous environments and building process where none exists

Demonstrates persistence and follow-through to bring work to completion without requiring close oversight

Education & Work Experience

Bachelor's degree required in finance, real estate, economics, or a related analytical field

2-4 years of experience at an institutional real estate firm (investor, owner, operator, developer, REPE, REIT, or institutional advisory)

Demonstrated experience owning financial models, not just populating templates

Exposure to multiple property types and full-cycle transaction experience through closing strongly preferred

CFA candidacy, MSRE, or MBA a plus, but not required

Required Licenses & Certificates

N/A

Physical Demands & Work Environment

The physical demands and work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position.

While performing the duties of this position, the employee is regularly required to sit, speak, hear, and communicate effectively with others in person, by telephone, and through electronic communications. The employee is frequently required to use a desktop computer, laptop, multiple monitors, keyboard, and other standard office equipment, including desk phones and/or mobile phones, for extended periods of time. The employee may occasionally be required to stand, walk, reach with hands and arms, bend, stoop, and lift or move items weighing up to 15 pounds.

This position is primarily performed in a professional office environment within a broker-dealer and trading floor setting. The position may involve prolonged periods of desk work and computer usage, as well as the ability to manage multiple priorities and work under deadlines. The work environment is generally fast-paced and may include frequent interruptions, multiple simultaneous conversations, ringing phones, market alerts, and elevated noise levels. The employee must be able to maintain professionalism, concentration, and effective communication in a dynamic, time-sensitive environment.

The above job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of employees in this role. Management reserves the right to modify, add, or remove duties and to assign additional responsibilities as business needs require. This job description does not constitute an employment contract, and employment with Cabrera Capital is at-will, meaning that either the employee or the Company may terminate the employment relationship at any time, with or without notice, and with or without cause, subject to applicable law. Employees must be able to perform the essential functions of the position satisfactorily, with or without reasonable accommodation. Reasonable accommodations may be provided to qualified individuals with known disabilities in accordance with applicable law, unless doing so would create an undue hardship on the Company's operations.

Work Authorization Requirement: Applicants must be currently authorized to work in the United States on a permanent basis. This position does not offer employment visa sponsorship now or in the future. Candidates requiring sponsorship, including F-1 OPT, CPT, H-1B, TN, E-3, or any other employment-based visa sponsorship, are not eligible for consideration.