Real Estate Investment Group - Financial Analyst

Morgan Stanley; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

Morgan Stanley Investment Management’s Real Estate Investment Group (REIG) oversees 150+ institutional properties across the U.S. with a substantial aggregate value.

The successful candidate will join the REIG Finance team and perform a variety of financial functions, including property-level financings, procurement and management of the property-level insurance program, financial analysis, reporting, valuation, and ad-hoc reports.

Qualifications

• Bachelor’s degree or higher in Finance, Accounting, Business, Real Estate, or a similar field, 0-2 years of experience
• Working toward or having a CPA or CFA is a plus
• Strong analytical and quantitative skills with the ability to create financial reports and analyses
• Systems-oriented with proficient knowledge of Microsoft Office Suite and the ability to work with database systems
• Working knowledge/strength in Excel modeling preferred

Responsibilities

• Prepare monthly and quarterly reporting packages and analyses
• Assist on Fund level and real estate level financing activities (fund credit facilities and property level mortgage debt)
• Assist with preparation and submission of real estate mortgage lender reporting
• Assist with financial reporting, insurance, and cash management functions
• Prepare ad hoc financial analysis, financial modeling, and projects for REIG’s Director of Finance and the Director of REIG

Skills

Analytical & quantitative skills

Education

Bachelor’s degree or higher in Finance/Accounting/Business/Real Estate

Tools

Microsoft Office Suite

Excel modeling

Job description

Overview

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.9 trillion in assets under management or supervision as of December 31, 2025. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Overview

Morgan Stanley Investment Management (“MSIM”), together with its investment advisory affiliates, has more than 1,400 investment professionals around the world and $1.9 trillion in assets under management or supervision as of December 31, 2025. MSIM strives to provide strong long-term investment performance, outstanding service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide.

Basic Purpose

Eaton Vance’s Real Estate Investment Group (REIG) oversees 150+ institutional properties located across the U.S. with an aggregate value more than $10 billion. The multi-sector portfolio is primarily comprised of multifamily properties and industrial properties.

The successful candidate will be a key member of REIG’s Finance team and perform a variety of financial functions, including property level financings, the procurement and management of the property level insurance program, financial analysis, financial reporting, valuation, and ad-hoc reports. The analyst will report to REIG Finance Manager and will work collaboratively with other professionals both inside and outside of REIG, including asset management, transactions, fund administration, legal and financial reporting.

Primary Responsibilities

• Preparation of monthly and quarterly reporting packages and analyses
• Assist on Fund level and real estate level financing activities (fund credit facilities and property level mortgage debt)
• Assist with preparation and submission of real estate mortgage lender reporting
• Assist with financial reporting, insurance, and cash management functions
• Prepare ad hoc financial analysis, financial modeling, and projects for REIG’s Director of Finance and the Director of REIG

Job Requirements

• Bachelor’s degree or higher in Finance, Accounting, Business, Real Estate, or a similar field with 0-2 years of experience.
• Working toward or having a CPA or CFA is a plus
• Strong analytical and quantitative skills with the ability to create financial reports and analysis
• Systems-oriented with proficient knowledge of Microsoft Office Suite and the ability to work with database systems
• Working knowledge/strength in Excel modeling preferred