CRE Financial Analyst: Portfolio & Investment Focus

Shin Yen Retail Property Management

Chino (CA)

On-site

USD 70,000 - 90,000

Full time

14 days+
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Job summary

A leading commercial real estate company is seeking an Associate Financial Analyst to enhance the financial strategy and performance of its retail property portfolio. This role involves analyzing financial data, reporting, and optimizing investments. The ideal candidate should have a Bachelor's degree in Finance, 4–6 years of relevant experience, and proficiency in financial modeling and analysis tools such as Yardi and Excel. This position offers a dynamic work environment dedicated to financial excellence.

Qualifications

  • 4–6 years of experience in financial analysis, commercial real estate finance, banking, or investment analysis.
  • Strong understanding of accounting principles and financial concepts.
  • Advanced proficiency in Microsoft Excel and financial modeling.

Responsibilities

  • Analyze historical financial data and prepare reports.
  • Monitor the loan portfolio to identify risks and opportunities.
  • Develop financial packages to attract capital injection from investors.

Skills

Financial modeling
Data analysis
Problem-solving
Analytical skills
Attention to detail
Effective communication

Education

Bachelor’s degree in Finance, Accounting, Real Estate, or related field
MBA or Chartered Financial Analyst (CFA) certification preferred

Tools

Yardi
Argus
Microsoft Excel

Job description

A leading commercial real estate company is seeking an Associate Financial Analyst to enhance the financial strategy and performance of its retail property portfolio. This role involves analyzing financial data, reporting, and optimizing investments. The ideal candidate should have a Bachelor's degree in Finance, 4–6 years of relevant experience, and proficiency in financial modeling and analysis tools such as Yardi and Excel. This position offers a dynamic work environment dedicated to financial excellence.
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