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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 #INAUG2026 #ZRCFS #J-18808-Ljbffr

Vacancy posted 13 hours ago
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