Financial Analyst

Wan Bridge (WB); Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Wan Bridge is seeking a Financial Analyst to analyze financial data, forecast performance, and assess investment opportunities. You will produce models, market studies, and investment presentations for development projects.

The role includes underwriting, loan coordination, and applying AI tools to streamline workflows while maintaining controls and accuracy.

Qualifications

• Bachelor’s or equivalent required with strong analytical ability.
• Experience in financial analysis and market research is preferred.
• Real estate investment/NOI/DSCR familiarity is a plus.
• Comfort with AI tools and automation to improve workflows.
• Strong written and verbal communication is essential.
• Proven organizational skills to manage multiple tasks.

Responsibilities

• Market Research – gather data on property, regulations, demographics, and market trends.
• Investment Underwriting - build investment models and pro forma statements.
• Development Packages – prepare market studies and investor reports.
• Transaction Management – assist in loan sourcing, term sheets, and due diligence.
• Liability Management - prepare loan draw packages and reporting.
• Technology & AI – apply AI/automation to streamline modeling and reporting.
• Other duties as assigned by management.

Skills

Financial analysis

Market research

Investment analysis

Data analysis

AI tools usage

Communication skills

Problem solving

Confidentiality

Organizational skills

Education

Four-year college degree

Tools

Excel

Automation tools

AI tools

Job description

Financial Analyst - Scope of Work

Job Summary:

As a financial analyst, you will analyze 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.

• Technology & AI – Leverage technology, automation, and AI tools to streamline modeling, research, reporting, and draw/compliance workflows, identifying opportunities to reduce manual work while maintaining accuracy and appropriate controls.

• Other duties/project as determined by management.

The above listing represents the general duties considered essential functions of the job and is not to be considered a detailed description of all the work requirements that may be inherent in the position. Other duties may be assigned, as necessary.

Qualifications:

• Four-year college degree required

• 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 various investment types. Real estate experience preferred.

• Strong technology aptitude, including comfort using AI tools and automation to work more efficiently.

• 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.

• Lift or move items up to 25 pounds.

Reasonable Accommodations Statement: If you require reasonable accommodation to perform the duties outlined in this Scope of Work (SOW) due to a disability or any other protected characteristic, please contact [[e-mail]]. We are dedicated to collaborating with you to identify and implement appropriate accommodations that enable you to fulfill the requirements of the Scope of Work.

Wan Bridge is an Equal Opportunity Employer.