Financial Analyst CRE - ON SITE ONLY

Company Description

Appian Investments, a division of NAI Earle Furman

Appian Investments (“Appian”) is a real estate investment group based in Greenville, SC, and founded by NAI Earle Furman in 2015 to capitalize on property investments and generate compelling returns for its investors. Through a series of closed-end funds, Appian has originated or facilitated the acquisition and development of 30 real estate assets with aggregate investment of approximately $1 billion of investments. Appian’s current and past property investments are concentrated primarily in growth markets of South Carolina and North Carolina and range from ground-up to stabilized assets across multiple property segments. Appian is more than a capital allocator. Its deeply experienced management team has a demonstrated ability to think creatively through various capital structures and project-level business plans to best position an asset for maximum value potential.

Role Description

We are seeking a motivated and detail-oriented Analyst - Asset Management to support our growing team. In this role, you'll play a pivotal part in optimizing the performance of our commercial real estate portfolio, blending analytical rigor with strategic insight. Reporting directly to the Senior Asset Manager based in Greenville, SC, you'll thrive in a collaborative environment that values initiative, professional development, and dedication. This position offers ample opportunities for advancement as Appian Investments continues to scale, allowing you to grow your career alongside a forward-thinking organization committed to excellence in real estate.

Key Responsibilities

• Financial Analysis and Modeling : Run detailed financial models to evaluate asset performance, including cash flow projections, ROI calculations, and sensitivity analyses to inform leasing, disposition, and hold strategies. Create custom reports as needed.
• Database Management : Maintain and optimize our comprehensive asset databases, ensuring accurate data entry, integrity, for real-time decision-making across the portfolio.
• Lease Pipeline Management : Track and analyze lease pipelines, including prospecting new tenants and the renewal of existing tenants. Monitor tenant rollover and occupancy trends at each asset in monitoring risk.
• Budgeting and Forecasting : Assist in the preparation of annual operating budgets for each asset, capital expenditure plans, and variance reports, collaborating with property managers and leasing agents to ensure alignment with strategic goals and accurate deliverables.
• Performance Reporting : Assist in preparing and delivering accurate monthly, quarterly, and annual reporting for leadership and investors. Facilitate regular reports on KPIs, presenting findings to senior leadership to drive informed, data-backed decisions.
• Portfolio Optimization : Support value-add initiatives, such as identifying redevelopment opportunities or sustainability enhancements, to enhance asset value and contribute to our expansion efforts.
• Collaboration and Support : Work closely with cross-functional teams, including acquisitions, property management, leasing, and external partners, to execute asset management strategies and resolve operational challenges.
• Ad Hoc Projects : Participate in special projects related to portfolio expansion, due diligence for new acquisitions, and integration of emerging technologies in asset management.
• Market Research and Intelligence : Conduct in-depth market research on trends, competitive landscapes, and economic indicators, providing actionable insights to support portfolio growth and risk mitigation.

Qualifications

• Bachelor’s degree in Finance, Real Estate, Business Administration, or a related field.
• 3-5 years of experience in real estate, financial analysis, or a similar analytical role; entry-level candidates with strong internships or relevant coursework will be considered.
• Working knowledge of cash flow modeling; proficient in Argus and Excel.
• Highly organized, detail-oriented, and capable of managing multiple priorities
• Strong written and verbal communication skills.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively in a team-oriented setting.
• High commitment, strong self-motivation, and proactive.
• Ability to thrive in a fast-paced environment, managing multiple priorities while maintaining high standards of accuracy.
• Previous experience in commercial real estate or investment analysis is preferred
• Ability to work on-site in Greenville, SC