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Investment Analyst

CFS

Our client is growing and adding another Analyst to their team. This company is very entrepreneurial in spirit and has a very laid-back atmosphere. We are looking for someone who is eager to learn, a go-getter, and someone with great attention to detail. Real estate or construction experience would be a huge plus, but it is not required. Financial Modeling experience is a must. The company has over 25-years of experience in all aspects of real estate development including retail, mixed-use, multi-family, office, medical, land development, and single-family homes Responsibilities: * Conduct complex and detailed financial modeling and data analysis (utilizing Microsoft Excel) of vertically integrated large-scale development opportunities across several asset classes * Produce periodic presentations and reports for project stakeholders (i.e. lenders, investors, management, etc) * Model fund waterfalls and promote economics for real estate transactions * Develop and maintain appropriate business and financial models to synthesize insights * Assist in the underwriting of funds and equity partners * Support existing acquisitions and strategic initiatives through ongoing analysis and project management * Gather industry data and competitive information from external and internal business units * Support with public financing vehicles such as Opportunity Zones Funds, Management Districts, Municipal Utility Districts, TIRZ and sales tax agreements * Work effectively with professionals and information sources to obtain and consolidate information, develop conclusions, communicate key analytics to team members Qualifications: * Bachelor's degree in Accounting, Minimum GPA 3.0 in all accounting coursework * One or more years of experience in a real estate or financial analyst role, commercial real estate development experience and/or development and acquisition underwriting experience * Preferably candidates will have a background in real estate, private equity or investment banking; * Very strong financial and statistical background, excellent understanding of return metrics, adept in quantitative reasoning, with expert ability to create financial models utilizing MACROS and other advanced Excel functions * Ability to build positive working relationships with team members and consultants * Ability to work under time constraints and deadlines while managing multiple projects * Personality Attributes: self-starter, inquisitive and intellectually curious, effectively work with minimal supervision, detailed problem solver/critical thinker, pro-active and resourceful, exceptional communication skills, organized, high energy level * Microsoft Excel and PowerPoint and exposure to Argus #LI-BG2 #INJUL2026 #ZRCFS

Vacancy posted 2 days ago
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