Financial Reporting Analyst/Sr. Analyst – Investor Relations and Capital Formation

FCP; Chevy Chase (MD); On-site; USD 65,000 - 95,000; Full time

Job summary

Federal Capital Partners in Chevy Chase, MD seeks a Financial Reporting Analyst/Sr. Analyst to support investor relations and capital formation with strong financial modeling and GAAP analysis.

You will prepare investor communications, analyze cash flows, create presentations, and coordinate with stakeholders while advancing data processes within the IR function. The position requires a Bachelor's degree, proficiency in Excel/PowerPoint, and experience with Salesforce/Investran is preferred.

Qualifications

• Bachelor’s Degree with excellent academic credentials.
• Excellent proficiency in modeling commercial real estate principles, market analysis, and valuation.
• Data management experience and ability to translate qualitative/quantitative information into deliverables.
• Ability to analyze GAAP financial statements, balance sheets, income statements, and cash flow reports.
• Strong MS PowerPoint, Excel, and Word skills.
• Excellent written and oral communication abilities.
• Proficiency in Salesforce and Investran preferred.

Responsibilities

• Prepare investor communications including quarterly reporting, notifications, and inquiry templates.
• Create financial analyses, including cash flow projections and fund-level calculations.
• Prepare, proofread and format internal and external presentations.
• Develop briefing materials and prospecting investor information for meetings.
• Maintain investor information within CRM database and investor portal.
• Develop due diligence and capital raising deliverables (DDQs, RFPs, RFIs, datasets, on-site materials).
• Monitor IR email and respond to investor inquiries.
• Analyze information and translate into strategic deliverables.
• Coordinate meetings and conference calls with stakeholders.
• Organize annual investor conferences and manage event materials.

Skills

Investor relations

Financial modeling

GAAP analysis

Excel

PowerPoint

Communication skills

Education

Bachelor's Degree

Tools

Salesforce

Investran

Job description

Real Estate Private Equity is an exciting industry with the power to shape communities and change the built environment. The Analyst/Sr. Analyst role at FCP is a unique opportunity to launch a career in this sector, offering an amazing training ground that includes working directly with the firm’s leadership and other industry leaders, development of core financial and analytical skills and an opportunity to make an impact early in your career.

FCP is a leading real estate investment company that has invested in or financed more than $13 billion in assets nationally since its founding in 1999. We are currently seeking a Financial Reporting Analyst/Sr. Analyst to join our Washington, DC Investor Relations and Capital Formation team.

YOUR IMPACT:

As a Financial Reporting Analyst/Sr. Analyst, you will support our clients and investment decisions by:

• Preparing investor communications including quarterly reporting, notifications, and inquiry templates

• Creating financial analyses, including cash flow projections and fund-level calculations
• Preparing, proofreading and formatting internal and external presentations
• Preparing briefing materials and prospecting investor information ahead of meetings and speaking engagements
• Maintaining investor information within CRM database and investor portal
• Developing due diligence and capital raising deliverables including DDQs, RFPs, RFIs, quantitative datasets, and on-site investor materials
• Monitoring investor relations email account and prepare responses to investor correspondence, inquiries, and requests
• Analyzing qualitative and quantitative information and translate into strategic deliverables
• Coordinating with internal and external stakeholders to schedule meetings and conference calls
• Organizing the annual investor conferences, including preparing presentation materials and event management

• Contributing to the development and optimization of data processes and infrastructure across the IR/Capital Formation function

YOUR QUALIFICATIONS:

• Entry level to two years of relevant work experience, preferably within an investor relations, fund accounting, or fund management capacity at an alternative investment, placement agent, or investment consulting firm
• Bachelor’s Degree with excellent academic credentials
• Excellent proficiency in modeling commercial real estate principles, market analysis, and valuation
• Data management experience - ability to analyze qualitative and quantitative information and translate into strategic deliverables
• Ability to analyze GAAP financial statements, balance sheets, income statements, and cash flow reports
• Strong proficiency with MS PowerPoint, Excel, and Word
• Excellent communication skills, both written and oral
• Proficiency in Salesforce and Investran, preferred
• Ambitious self-starter with strong organizational skills, attention to detail, and effective time management
• A desire to work in a fast paced, collaborative and entrepreneurial environment
• Ability to work independently and within a team

• Meticulous and committed to producing high-quality work

• Willingness to work in office five days per week

About FCP:

FCP invests in all asset classes and provides equity, preferred equity and structured debt investments for commercial and residential real estate. The firm, based in Chevy Chase, MD, owns and manages in excess of $13 billion in assets. FCP is currently investing its sixth investment fund, a $1.1B commingled, value-add discretionary fund.

FCP is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity Employer, making decisions without discrimination on the basis of race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, genetic information or any other protected class, in accordance with applicable law.

For further information on FCP, please visit https://www.fcpdc.com/