Analyst, FP&A -Fund Management

Carmel Partners Management, LLC; New York (NY); On-site; USD 95,000 - 110,000; Full time

Job summary

Carmel Partners, a leading real estate investment manager, seeks an Analyst, FP&A (Fund Management) in our New York Office. The role supports fund performance, liquidity, valuations and investor deliverables, working with data across the Firm to analyze returns, capital calls and distributions.

The ideal candidate has strong quantitative and financial modeling skills, excels in Excel, communicates clearly and collaborates across teams; experience in real estate investment management is a bonus.

Qualifications

• Bachelor’s degree in accounting/finance or related field; CPA helpful.
• 1–3 years of relevant experience in real estate investment management or FP&A.
• Strong financial modeling and Excel proficiency; familiarity with BI tools.

Responsibilities

• Support maintenance of fund-level liquidity, valuation and performance models.
• Assist quarterly asset valuations and investor reporting materials.
• Analyze projected returns and variances on a quarterly basis.
• Maintain capital calls, distributions and subscription line tracking.
• Support investor relations with due diligence and information requests.
• Prepare performance reporting and BI/DB improvement initiatives.
• Complete ad hoc analyses and cross-functional projects for FP&A.

Skills

Analytical

Financial modeling

Excel proficiency

Communication skills

Team collaboration

Education

Bachelor’s degree in accounting/finance or related field

Tools

Juniper Square

Maybern

Oracle

Yardi

Job description

Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development and construction of multifamily real estate, is seeking an Analyst, FP&A (Fund Management) in our New York Office.

The Analyst supports the Fund Management team’s financial planning, analysis and reporting activities, with a focus on fund performance, liquidity, valuations and investor-related deliverables. The role works with financial and operating information from across the Firm to support analysis of actual and forecast fund returns, capital calls and distributions, financings, capital availability and financial covenants. Success in this role requires strong quantitative and financial modeling skills, attention to detail, sound judgment and the ability to communicate clearly and collaborate effectively across teams.

A place for you

Here at Carmel, we don’t just invest in real estate; we invest in careers. If you don’t meet all of the qualifications listed for this role, we encourage you to monitor our career page for upcoming opportunities. Research shows that women and individuals from underrepresented groups often hesitate to apply for roles unless they meet every qualification.

We’re committed to assembling diverse teams with exceptional talent, and we strongly encourage individuals from a wide range of backgrounds to apply. Everyone’s career journey is unique, so let’s explore how you could be a great fit for our team!

What you’ll do

• Support the maintenance and enhancement of fund-level liquidity, valuation, return and other financial models, including fund liquidity projections and supporting schedules for active investment funds and co-investment vehicles.
• Assist with quarterly asset valuations by compiling and validating inputs from multiple departments, performing supporting analyses and preparing materials for review.
• Prepare quarterly investor reporting and supporting files, including asset-level performance metrics, project status updates and fund-level performance information.
• Calculate and analyze projected asset- and fund-level investment returns on a quarterly basis, identifying significant variances or items requiring follow-up.
• Prepare and maintain supporting files and tracking for capital calls, distributions and subscription line activity.
• Assist with the preparation and distribution of quarterly capital account statements.
• Maintain investor management systems and the investor portal, helping ensure information and supporting materials are accurate, complete and current.
• Support Investor Relations with ongoing investor due diligence, quarterly and ad hoc information requests, consultant database submissions and annual investor meeting materials.
• Prepare and maintain performance reporting, including quarterly return models and related supporting schedules, as applicable.
• Support business intelligence, database and reporting initiatives that improve the accuracy, accessibility and efficiency of FP&A information.
• Complete ad hoc analyses, information requests and special projects in support of FP&A and broader Firm objectives.

Who you are

• Analytical and detail-oriented, with strong problem-solving skills and a commitment to producing accurate, high-quality work.
• A clear and thoughtful communicator with strong written and verbal skills and the ability to interact professionally with colleagues at all levels of the organization.
• Proactive, self-motivated and intellectually curious, with the ability to take ownership of assigned work while seeking guidance appropriately.
• Highly organized and able to manage multiple priorities, recurring deliverables and deadlines in a fast-paced environment.
• Collaborative and relationship-oriented, with the team-first approach and the ability to work effectively across functions.
• Interested in real estate investment management and motivated to build deeper knowledge of fund performance, finance and investment operations.

What You’ll Bring

• Bachelor’s degree in accounting, finance, business, economics or a related field; accounting degree or strong accounting coursework preferred. CPA or progress toward CPA licensure is a plus.
• 1-3 years of relevant professional experience; experience in real estate investment management, financial planning and analysis, finance or accounting is preferred.
• Strong financial modeling and analytical skills, with advanced Excel proficiency, including building, maintaining and reviewing structured models and supporting analyses; working knowledge of other Microsoft Office applications.
• Familiarity with investor and fund management platforms (e.g., Juniper Square, Maybern) and accounting systems (e.g., Oracle, Yardi) is a plus.
• Experience working with databases, business intelligence tools and data-driven reporting is preferred.
• Ability to responsibly use approved generative AI tools and emerging technology to support analysis, research and workflow efficiency, while maintaining accuracy and confidentiality.

Compensation and Benefits

Compensation and benefits play a key role in your choice of employer, and our goal is to invest in you and your experience here. You’ll find competitive compensation and a comprehensive benefits package at Carmel.

Base compensation range: $95 to $110K. Total compensation for this role also includes a bonus incentive in addition to the base salary. The Company reserves the right to ultimately pay more or less than the posted range and to offer additional benefits and other compensation, depending on circumstances unrelated to an applicant’s sex or other protected status under local, state or federal law.

Choose Carmel

At Carmel Partners, our mission is to create exceptional multifamily communities that enrich lives and neighborhoods.

Founded in 1996, Carmel is one of the nation’s leading specialists in real estate investment management, focusing on U.S. multifamily development and construction, renovation and debt investments. Through its vertically integrated platform, Carmel seeks to achieve superior risk-adjusted returns across market cycles by investing in relatively supply-constrained, high-barrier-to-entry markets in the United States.

Visa Sponsorship: Carmel Partners is currently unable to sponsor or assume sponsorship of an employment visa for this role. We require that applicants be authorized to work in the U.S.A.

Inclusion Statement

We are committed to equitable hiring and promotion practices. We lead with integrity and believe in building a diverse and inclusive workplace, rooted in a culture of mutual respect. By welcoming varied backgrounds, perspectives and ideas, we cultivate engagement and a sense of belonging that creates community within, so Carmel can build communities that thrive.

Carmel Partners is an Equal Opportunity Employer, committed to providing employees with a work environment free of discrimination and harassment. Employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, gender, gender identity, gender expression, sexual orientation, pregnancy and reproductive decisions, family or parental status, national origin, age, disability, veteran status or any other status protected under local, state or federal laws.

Qualifications

Education

Required

Bachelors or better in Finance or related field.

Experience

Required

1-3 years:

relevant professional experience; experience in real estate investment management, financial planning and analysis, finance or accounting is preferred.Strong financial modeling and analytical skills, with advanced Excel proficiency, including building, maintaining and reviewing structured models and supporting analyses; working knowledge of other Microsoft Office applications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.