Senior Real Estate Finance & Fund Reporting Analyst

Coda Search│Staffing; New Jersey; On-site; USD 81,000 - 99,000; Full time

Job summary

Coda Search is partnering with a leading real estate private equity group based in NJ. The firm is rapidly growing and operate 500+ properties across 8 major markets.

They recently just launched its 4th fund with big plans for 2026. The team is seeking to hire a Senior Finance Associate who will have blended responsibilities across investor reporting, fund performance, KPI analysis and assisting with financial reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Real Estate, or related field.
• 3+ years of experience in real estate finance, FP&A, or fund finance.
• Advanced Excel and financial modeling experience, with real estate focus.

Responsibilities

• Prepare and maintain fund-level KPIs, dashboards, and reporting packages.
• Support budgeting and reforecasting across funds and properties.
• Monitor debt covenants, DSCR, LTV, and lender requirements.
• Support lender reporting packages and compliance deliverables.
• Prepare and review monthly/quarterly fund reporting for investors.
• Identify opportunities to streamline reporting and data flows.
• Improve financial models, templates, and reporting consistency.

Skills

Advanced Excel

Financial modeling

Data analysis

Education

Bachelor’s degree in Finance, Accounting, Real Estate, or related field

Tools

Yardi

Job description

Coda Search is partnering with a leading real estate private equity group based in NJ. The firm is rapidly growing and operate 500+ properties across 8 major markets.

They recently just launched its 4th fund with big plans for 2026. The team is seeking to hire a Senior Finance Associate who will have blended responsibilities across investor reporting, fund performance, KPI analysis and assisting with financial reporting.