CRE Financial Analyst: Portfolio & Investment Focus

Shin Yen Retail Property Management; Chino (CA); On-site; USD 70,000 - 90,000; Full time

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.