Finance Associate - Real Estate

Overview

This role is part of the Real Estate Finance team within a global private investment firm. The Associate will support Senior Finance Associates and other Finance team members with accounting and reporting for a portfolio of direct real estate investments, as well as fund-level accounting and reporting functions. Direct real estate investments include retail, life sciences/lab space, senior housing, self-storage, industrial (infill), medical office, multi-family, and media/content space.

Responsibilities

Cash Management

• Track, analyze, and coordinate weekly cash activity, including processing capital calls and distributions
• Perform weekly cash availability analysis across multiple Funds, including evaluating loan drawdowns and repayments
• Coordinate with multiple Finance team members and other internal departments to ensure wires move timely and that cash reconciles weekly
• Coordinate with the outsourced accounting group and fund administrator on cash procedures, cash tracking, and bank fee and interest calculations

Reporting & Audit Support

• Review supporting workpapers for monthly interest expense/bank fees and assist in the preparation of quarterly workpapers
• Support team members with the annual property operating budget process
• Assist with interim and year-end audit/tax deliverables

Process Improvement

• Collaborate with Finance team members on ad hoc projects to enhance departmental and firm products

Requirements

• Bachelor’s degree in Accounting, Finance, or similar major
• Entry level to 2 years of relevant experience preferred
  • Preference for Big 4 public accounting experience and/or experience working at a real estate investment manager
• Advanced Excel skills
• Demonstrated interest in process improvement, including use of IT tools and AI
• Experience in Yardi is preferred, but not required
• Excellent communication skills (email and verbal), including confidence and ability to communicate with all levels of the team
• Exceptional organizational skills, deadline-driven approach, and keen attention to detail
• Ability to balance competing priorities, thrive in a fast-paced environment, and demonstrate strong self-motivation

Compensation & Benefits

• Expected annual base salary: $80,000 – 85,000
• Actual base salary will be determined by factors including role, function, level, experience, qualifications, and geographic location
• Discretionary annual bonus eligibility based on factors such as individual impact, team performance, and firm performance
• Competitive benefits package designed to support employees’ health, financial security, family needs, and overall well-being

Equal Opportunity Employer

The employer is an equal opportunity employer and is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status.