Financial Analyst - Portfolio Management

Fairfield Residential; San Diego (CA); Hybrid; USD 71,250 - 76,500; Full time

Benefits offered by this job

Paid time off

401(k) matching

Medical, dental & vision insurance

Flexible spending account

Life insurance

Volunteer time off

Job summary

Fairfield Residential in San Diego, CA is seeking a Financial Analyst – Portfolio Management to forecast, value assets, and analyze markets for our funds and joint ventures. You will partner with portfolio managers, asset managers, and executives to keep investment strategies data-driven and aligned with performance expectations.

Based at our corporate office in Sorrento Valley, this hybrid role requires in-office attendance Monday-Thursday with remote Fridays.

Qualifications

• Bachelor’s degree in finance, accounting, or real estate required.
• 1+ year of work experience in commercial real estate, financial analysis, accounting, or related fields strongly preferred.
• Advanced knowledge of Microsoft Excel; macros a plus.
• Financial modeling experience preferred.
• Understanding of IRRs, NPVs, and time value of money.

Responsibilities

• Monitor asset performance and variances; assist with forecasting against budget and proforma.
• Build complex models, valuations, and projections; prepare sensitivity analyses.
• Develop internal and investor reporting packages and create presentations for senior leadership.
• Collaborate with portfolio and asset managers to inform business plans and support decision-making.

Skills

Financial analysis

Real estate knowledge

Communication skills

Education

Bachelor’s degree in finance, accounting, or real estate

MBA (preferred)

Tools

Excel

Argus

Business Intelligence Software

Job description

About Fairfield

If you're driven and looking for a collaborative workplace that makes a difference, you just might be a fit for Fairfield! We are a leader in the multifamily housing industry and we're passionate about creating exceptional apartment living. As we continue to grow, we're dedicated to investing in our people. Our culture is built on trust, support, and the drive to do great work. Whether you're launching your career or bringing years of experience, you'll find opportunities to make an impact, develop your skills, and be part of something bigger. Come build your future with us!

About the Role

The Financial Analyst – Portfolio Management plays a key role in forecasting, valuation, market analysis, and reporting for Fairfield’s funds and joint ventures. You’ll partner closely with portfolio managers, asset managers, and executives to help ensure our investment strategies are well-informed, data-driven, and aligned with performance expectations.

This position is based at our corporate office in San Diego, CA, with in-office attendance required Monday-Thursday and remote work on Friday. With this hybrid setup, applicants must be within commuting distance of our corporate office in the Sorrento Valley area of San Diego, CA.

What You’ll Do

Below is a snapshot of what this role is all about. While there is more to it, this is the core focus.

Portfolio Monitoring & Forecasting

• Support monitoring of asset performance and variances
• Assist with forecasting against budget and proforma
• Help identify performance trends and market patterns

Financial Modeling & Analysis

• Build complex models, valuations, and projections
• Prepare sensitivity analyses and financial summaries
• Conduct market and performance ranking research

Reporting & Presentations

• Contribute to internal and investor reporting packages
• Develop presentation materials for senior leadership
• Assist with special reports and analysis as needed

Cross-functional Collaboration

• Work with portfolio and asset managers to inform business plans
• Coordinate with multiple teams to support decision-making
• Assist with special projects requiring financial insight

Why You’ll Love Fairfield

We're all about creating communities that people are proud to call home. Being a part of Fairfield means more than a rewarding career with personal growth. It's a partnership, working alongside colleagues in an open-dialogue environment that encourages growth and the sharing of ideas. We know that our associates are a key ingredient to our success, and we're proud to reflect that in our culture.

• Driven by Vision: We are a vertically integrated operator and investment manager in the multifamily sector with in-house development, construction, acquisition, and property and asset management services. As we continue to grow, we want you to grow with us.
• Career Growth & Learning: Fairfield values new ideas at every level. We offer training, coaching, and mentoring to help associates develop their careers and inspire them to create change for the better.
• Culture of Collaboration: Enjoy a professional, supportive environment where we work together to drive meaningful impact.
• A Company that Cares: We are proud to offer robust benefit packages with a focus on both quality of care and affordability. We offer competitive compensation plans, 401(k) matching, and paid time off, including sick days and volunteer time off (VTO) to support causes that matter to you.

What We’re Looking For

• Bachelor’s degree from an accredited university required, with a preferred major focus in finance, accounting, or real estate
• MBA is a plus, but not required
• 1+ years of work experience in commercial real estate, financial analysis, accounting, or related fields is strongly preferred; relevant internship experience may be applied toward this requirement
• Advanced knowledge of Microsoft Excel is required (knowledge of macros is a plus), as well as working knowledge of Microsoft Word and PowerPoint
• Financial modeling experience is preferred
• Complete understanding of basic financial concepts such as IRRs, NPVs, time value of money, etc.
• Desire to learn and grow professionally in the commercial real estate industry Outstanding organizational skills and ability to work under pressure to meet multiple deadlines
• Strong written, verbal, and interpersonal communication skills
• Experience with Argus and Business Intelligence Software a plus

Join Our Team!

Estimated Rate of Pay:

$71,250.00 - $76,500.00

This position is exempt; the range above reflects annual salary.

The pay range displayed for this position is determined by skills and experience required, location and job complexity*. Potential job offers may vary based on the skills, education, and experience an individual candidate holds. This range reflects base rate only, and does not include allowances, perks, commissions or bonuses applicable to this position (if any). In addition to base salary, Fairfield offers all full time associates the following, upon meeting eligibility requirements:

• Paid time off, paid holidays and sick days, paid time off for volunteering activities (optional)
• Matched 401(k)
• Medical, dental & vision insurance
• Flexible spending account
• Life insurance

* Pay range is a calculation based on a midpoint price. Fairfield complies with all wage and hour laws, including minimum wage and salary exempt requirements.

Job duties for this position include: work safely and cooperatively with others, including supervisors; adhere to performance standards despite stressful conditions; communicate effectively and respectfully to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations. Pursuant to the Los Angeles, San Francisco, and San Diego County Fair Chance Ordinances, the California Fair Chance Act, and any other applicable law, we will consider for employment qualified applicants with arrest and conviction records.