Senior Real Estate Investment Analyst

Jobot; Raleigh (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401k match

Job summary

Jobot is seeking a Senior Financial Analyst (Real Estate Investment) in Raleigh, NC, to join a growing team. You will work on property-level financial performance, investment valuations, capital planning, and reporting, collaborating with senior leadership.

The ideal candidate has strong real estate financial analysis experience, advanced Excel modeling, and a track record of leveraging AI to enhance reporting accuracy and efficiency. On-site role with competitive base salary and bonus.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 3–5 years of progressive financial analysis experience, including 2 years in real estate (multifamily ideal).
• Advanced Excel capabilities including three-statement modeling, cash flow projections, and sensitivity analyses.

Responsibilities

• Prepare monthly, quarterly, and annual financial statements for properties and funds.
• Analyze results, identify trends, and communicate findings to senior leadership.
• Develop property valuations and financial models for acquisitions, renovations, financing, and dispositions.
• Monitor KPIs: occupancy, rental growth, NOI, and operating expenses.
• Assist with capital planning, budgeting, and investor reporting.
• Use AI tools to automate reporting and improve analytical workflows.

Skills

Advanced Excel

AI platforms usage

Analytical skills

Communication skills

Presentation skills

Education

Bachelor's degree in Accounting or Finance

MBA / CPA / CFA or progress toward one

Tools

Oracle FCCS

AppFolio

Entrata

ARGUS

Job description

Jobot is seeking a Senior Financial Analyst (Real Estate Investment) in Raleigh, NC, to join a growing team. You will work on property-level financial performance, investment valuations, capital planning, and reporting, collaborating with senior leadership.

The ideal candidate has strong real estate financial analysis experience, advanced Excel modeling, and a track record of leveraging AI to enhance reporting accuracy and efficiency. On-site role with competitive base salary and bonus.