Associate

Bluejack; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Bluejack Management Partners, headquartered in the premier Old Parkland campus, seeks a Financial Analyst to support the FP&A and investment team in daily asset management and evaluating acquisition opportunities.

You will build cash flow models, draft memos, create presentations, and help with market research for existing investments. This role offers growth within a private equity–like environment in Dallas.

Qualifications

• 4+ years experience in three-statement cash flow modeling and financial analysis.
• Ability to format and present financial information clearly in presentations.
• Draft presentations, memos and letters with precision.
• Extremely organized with strong attention to detail.
• Advanced MS Office skills (Excel, Word, PowerPoint).
• Understand financial statements and capital structure analysis.
• Experience with top investment managers preferred.
• Bachelor’s degree in Business, Finance or related field.

Responsibilities

• Perform recapitalization and securitization modeling of investments.
• Assist underwriting of new opportunities with proformas and returns.
• Draft offering memorandums and investment committee materials.
• Organize due diligence and coordinate with seller and counsel.
• Maintain internal reporting like monthly dashboards and budgets.
• Perform ad hoc financial analyses as needed.
• Gather market research for local investment markets.

Skills

Cash flow modeling

Financial analysis

Pro forma analyses

Investment underwriting

MS Excel

PowerPoint

Education

Bachelor’s degree in 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