Financial Analyst

Nichols College; Dudley; On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a highly motivated Financial Analyst to join its investment team. This role offers an exciting opportunity to contribute to the growth of investment funds in a dynamic environment. The successful candidate will conduct financial modeling, prepare investment memos, and assist in due diligence processes. With a focus on real estate and private equity, this position promises to enhance your analytical and problem-solving skills while working alongside experienced professionals. If you're ready to take the next step in your finance career, this is the opportunity for you.

Qualifications

• Bachelor's degree required, preferably in Finance or related fields.
• 0-2 years of experience in financial analysis preferred.

Responsibilities

• Conduct financial modeling and analysis for investment decisions.
• Prepare investment memos and presentations for stakeholders.

Skills

Financial Analysis

Excel Proficiency

Analytical Skills

Problem-Solving

Communication Skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Real Estate

Bachelor’s degree in Economics

Bachelor’s degree in STEM related field

Tools

Financial Modeling

Job description

and the job listing Expires on May 1, 2025

Full-Time Job: Accounting, Data Analytics, Economics & Finance

About Us: Accordant Investments is a leading investment firm for the private wealth market headquartered in Scottsdale, AZ. Accordant currently manages two investment funds that are sub-advised by its sister company IDR Investment Management, LLC (“IDR”). IDR is an investment management firm with $8.5 billion in AUM that specializes in private equity real estate investments. IDR has a 14-year track record managing investments on behalf of some of the largest institutional investors in the country.

Job Summary: We are seeking a highly motivated and detail-oriented Financial Analyst to join our investment team. The successful candidate will play a critical role in supporting the growth of Accordant Investments. This position offers an excellent opportunity to work in a dynamic and fast-paced environment, contributing to the growth and success of our investment funds. The selected candidate will work in Independence, OH at IDR’s Headquarters.

Key Responsibilities:

1. Conduct financial modeling and analysis to support investment decisions.
2. Prepare investment memos and presentations for internal and external stakeholders.
3. Assist in the due diligence process for new investments, including market research, property research, and financial statement analysis.
4. Monitor and analyze the performance of existing investments, providing regular updates and recommendations to senior management.
5. Collaborate with IDR’s analytics and due diligence team to produce portfolio analytics.
6. Support the preparation of quarterly and annual reports for investors.
7. Stay current with industry trends, market conditions, and regulatory changes impacting the real estate sector.

Qualifications:

1. Bachelor’s degree in Finance, Real Estate, Economics, or STEM related field.
2. 0-2 years of experience in financial analysis, preferably within the real estate or private equity industry.
3. Proficiency in financial modeling and Excel.
4. Excellent analytical and problem-solving skills.
5. Strong written and verbal communication skills.
6. Ability to work independently and as part of a team in a fast-paced environment.
7. Knowledge of real estate markets and investment principles is a plus.

How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and interest in the position to [e-mail]