Financial Analyst

Professional Alternatives; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Professional Alternatives seeks a Financial Analyst to analyze financial data, trends, and markets, delivering insights and recommendations. You will build financial models, forecast performance, and assess investment opportunities for client or internal use.

Responsibilities include market research, underwriting, development packages, and transaction/liability management, with opportunities to leverage AI for routine finance tasks. Strong analytical skills and communication are essential.

Qualifications

• Two to four years of work experience in a similar position.
• Demonstrated analytical skills (ability to analyze NOI, DSCR, LTV, LTC and IRR) and related experience.
• Strong organizational skills with the ability to multi-task and prioritize efforts while under pressure.
• Effective oral and written communication skills.
• Ability to not omit or misrepresent information or create false impressions about the company or its employees.
• Ability to proactively see problems and design solutions.
• Ability to maintain sensitive and confidential information.
• Ability to maintain a positive attitude in all situations.

Responsibilities

• Market Research – gather property and market data including site information, regulations, economic growth, demographics, and market trends.
• Investment Underwriting - prepares investment models, pro forma income/expenses, development budget and investment return summaries.
• Development Packages – creates market study and investor presentations; analyzes project economics, market study, and financial statements.
• Transaction Management – sources development loans, negotiates term sheets, coordinates due diligence, and liaises with lenders and consultants.
• Liability Management - prepares loan draw packages, maintains draw schedules, and provides reporting to investors and lenders.
• Can demonstrate leveraging AI to support standard finance tasks
• Other duties/project as determined by management.

Skills

Analytical skills

Job description

As A financial analyst, you will analyzing financial data, trends, and market conditions to provide insights and recommendations to businesses or individuals. Creating financial models, forecasting future performance, and assessing investment opportunities .

Duties/Responsibilities:

• Market Research – work closely with Acquisition team to gather property and market data including site information, governmental regulations, economic growth, demographics, real estate market information including rent and sales comparable, absorption and occupancy trends and amenities and school districts.
• Investment Underwriting - prepares investment models of real estate development projects including pro forma income and expense statement, development budget and investment return summary and recommended capital structure.
• Development Packages – creates market study and investment presentations consistent with company guidelines and investor requirements. These reports include analysis of the project economics, market study, development timeline, financial statements etc.
• Transaction Management – Work with Finance Manager to source development loans, participate in the negotiation of term sheets and loan docs. Provides deal execution support for acquisitions and sales including due diligence items, analyzing third party reports, coordinating with all parties including lenders and consultants, and acting as liaison with other departments of the company.
• Liability Management - Responsible for preparing loan draw packages, maintaining draw schedules for various loans and credit facilities, and providing reporting and on-going compliance assistance to investors and lenders.
• Can demonstrate leveraging AI to support standard finance tasks
• Other duties/project as determined by management.

Qualifications:

• Two to four years of work experience in a similar position
• Demonstrated analytical skills (ability to analyze NOI, DSCR, LTV, LTC and IRR) and related experience with
• Strong organizational skills with the ability to multi-task and prioritize efforts while under pressure.
• Effective oral and written communication skills
• Ability to do what you say you will and never knowingly omit or misrepresent information or give a false
• impression of the company or its employees.
• Ability to proactively see the problems faced by the team and design solutions.
• Ability to maintain sensitive and confidential information.
• Ability to maintain a positive attitude in all situations.

Essential Functions:

• Typical work schedule, Monday through Friday.
• Ability to access, input, and retrieve information from a computer and/or electronic device.
• Ability to sit or stand for long periods of time.
• Ability to move around work environment including stairs and construction sites.