Financial Analyst

Overview

This role involves serving as a Senior Portfolio Financial Analyst within the Finance department, reporting to the Head of Portfolio Management. The position is based in New Jersey.

The Senior Financial Analyst will evaluate investment opportunities and support real estate development and acquisition activities. Responsibilities also include managing financing processes and monitoring financial performance of the organization’s residential portfolio. Strong real estate financial modeling skills, debt financing knowledge, capital markets understanding, and asset-level financial analysis are required.

Responsibilities

• Develop, maintain, and enhance financial models for real estate acquisitions, dispositions, development projects, and existing asset investments.
• Evaluate acquisition and development opportunities and analyze operating assumptions, construction costs, rents, and capitalization rates.
• Support sourcing, evaluation, and procurement of debt for acquisitions, development projects, refinancings, and existing portfolio assets.
• Prepare financing packages, lender presentations, underwriting materials, and financial analyses for banks and other capital providers, and analyze lender proposals.
• Track financing maturities, refinancing opportunities, interest rate exposure, and upcoming capital requirements across the portfolio.
• Partner with development and construction personnel to establish and monitor project budgets, sources and uses, and projected cash flows.
• Prepare draw schedules, construction loan funding projections, and analyses of remaining project costs.
• Monitor property-level and portfolio-level financial performance against budgets, underwriting assumptions, and business plans.
• Prepare periodic financial reports, management dashboards, and variance analyses highlighting material performance changes.
• Conduct financial due diligence on prospective acquisitions.
• Improve financial reporting processes, analytical tools, and standardized underwriting templates.

Requirements

• Strong understanding of real estate financial modeling.
• Knowledge of debt financing and capital markets.
• Asset-level financial analysis experience.

Compensation & Benefits

Benefits are available for both part-time (22.5+ hours/week) and full-time employees and include:

• Comprehensive healthcare benefits
• Multiple medical plans (including pharmacy and Teladoc)
• Multiple dental plans
• Vision plan
• Health Savings Account (eligibility restrictions apply)
• Flexible Spending Accounts
• Voluntary Life and AD&D
• Short-Term and Long-Term Disability plans
• Hospital Indemnity Insurance
• Critical Illness Insurance
• Accident Insurance
• Whole Life Insurance
• Medicare Employee Assistance
• Legal plan
• Commuter benefits
• 401k retirement plan
• Employee Assistance Program (available to all employees)
• Paid Time Off
• Vacation
• Sick plans in accordance with state laws
• Opportunities to advance and grow your career

Location

New Jersey