Senior Financial Analyst

Arrow Search Partners; New York (NY); On-site; USD 115,000 - 150,000; Full time

Job summary

A leading investment firm based in New York is seeking a Senior Financial Analyst to support analytical reporting and modeling in real estate investments. The ideal candidate must hold a bachelor's degree in accounting or finance, possess 3-7 years of experience, and show strong analytical skills along with proficiency in Excel. This role involves reviewing business plans, managing valuations, and preparing analyses for senior management and investors.

Qualifications

• 3-7 years of related experience.
• Real estate valuation experience is a plus.

Responsibilities

• Review investment annual business plans and prepare analyses for senior management.
• Assist with private fund investment valuations on a quarterly basis.
• Maintain the private fund valuation policy and monitor sector-specific policies.

Skills

Strong analytical skills

Proficient in Excel

Education

Bachelor’s degree in accounting or finance

Job description

About The Company

Our client is one of the largest investors in real estate with a global real estate portfolio within office, retail, logistics, hospitality, and alternative assets. The Senior Financial Analyst will support the preparation and maintenance of a wide array of analytical reporting, modelling, and presentations.

Responsibilities

• Review investment annual business plans, consolidate the information for fund level business plans, and prepare analyses for senior management and investors
• Assist with the oversight of private fund investment valuations on a quarterly basis
• Review changes in valuations and returns on a quarterly basis
• Present overview of quarterly valuations and performance to IR and other internal groups
• Maintain the private fund valuation policy and monitor the development and application of sector-specific valuation policies
• Support other teams on quantitative and complex investor requests
• Perform quarterly benchmarking of fund performance
• Prepare specific analysis and special projects as required

Requirements

• Bachelor’s degree in accounting or finance
• 3-7 years of related experience
• Real estate valuation experience a plus
• Strong analytical skills
• Proficient in Excel a must

Salary Range

$115,000-$150,000