Associate

Bluejack-National; Dallas (TX); On-site; USD 90,000 - 135,000; Full time

Job summary

Bluejack Management Partners in Dallas seeks a Financial Analyst to support FP&A and investment activities, including budgeting, cash flow modeling, and producing investment memos. The role reports to the Managing Director and collaborates with the investment team to evaluate opportunities.

Applicants should have 4+ years in cash flow modeling and financial analysis, strong Excel/PowerPoint skills, and a degree in business or finance. The position offers growth path and comprehensive benefits.

Qualifications

• 4+ years of cash flow modeling and financial analysis experience.
• Ability to format and present financial information clearly in presentations.
• Strong organizational skills and attention to detail.
• Experience with investment management, private equity, or investment banking preferred.

Responsibilities

• Perform recapitalization and securitization modeling for investments.
• Assist in underwriting new opportunities with proforma analyses and returns.
• Draft offering memorandums, memorandums, and investment committee materials.
• Coordinate due diligence and document delivery with sellers and legal counsel.
• Maintain monthly reports, dashboards, and budgeting tools for investments.
• Conduct ad hoc financial analyses as needed.
• Gather market research for active investment markets.

Skills

Cash flow modeling

Financial analysis

Presentation skills

Excel

Pro forma analysis

Education

Bachelor's degree in Business/Finance

Tools

Excel

PowerPoint

Word

Job description

Bluejack Management Partners, headquartered in the premier Old Parkland campus, manages private residential clubs and communities including a turnkey residential sales, design, construction and maintenance business for those who want to live in laid back luxury and we are committed to creating exceptional lifestyle experiences one family, one member, one guest, and one employee at a time. Are you ready to take the next step in your finance career? Bluejack is seeking passionate Financial Analyst candidates who are eager to grow with our expanding brand. We provide a dynamic benefits package and a clear pathway for advancement.

The Role

The associate will report to the Managing Director, FP&A, and support the investment team in completing day-to-day asset management responsibilities for existing investments and evaluating acquisition opportunities. Duties include budgeting, cash management, creating presentations, drafting investment recommendations and memos, extensive cash flow modeling, recapitalization modeling, market research and other related tasks.

Primary Responsibilities

• (1) Perform recapitalization and securitization modeling of existing and future investments.
• (2) Assist in the underwriting of new investment opportunities. Perform extensive modeling and building of proforma analyses to assess investment viability and estimate returns to equity investors, inclusive of promote structures.
• (3) Draft offering memorandums, internal credit memorandums, investment committee recommendations and ad hoc presentations for various audiences.
• (4) Organize and maintain documentation throughout due diligence process for new deals. Coordinate with seller and legal counsel on delivery of required materials and progress of legal documents/agreements.
• (5) Maintain various internal reporting tools on a periodic basis for existing real estate investments, including: monthly reports, financial dashboards, calendar year cash management tracking, underwriting proformas, calendar year budgets, etc.
• (6) Perform one-off financial analyses on an as-needed basis
• (7) Gather market research for local markets, in particular those where the firm has active investments

Competencies/Qualifications

• (1) 4+ years experience in three statement I cash flow modeling and financial analysis; modeling capitalization and refinancing structures
• (2) Ability to format and present financial information in a presentation in a clear, concise, and accurate form
• (3) Ability to clearly articulate and draft presentations, memos and letters
• (4) Extremely organized and proactive, with strong attention to detail
• (5) Highly experienced in the use of MS Office, in particular Excel, Word and Powerpoint
• (6) Ability to understand and digest financial statements, while identifying strengths and weaknesses in a project or entity's given P&L, capital structure, etc.
• (7) Previous experience from a best‑class investment manager, private equity firm, investment bank or management consultant is strongly preferred
• (8) Bachelor’s degree from a top university specializing in Business, Finance, Accounting, or a related field