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RETS Associates · 3 weeks ago

Senior Financial Analyst, Asset Mgmt.

Santa Monica, CA

Full-time

Onsite

Mid, Senior Level

2+ years exp

RETS Associates is a fully integrated real estate investment and asset management firm, and they are seeking a Senior Financial Analyst/Associate Asset Management. The role involves building financial models, preparing business plans, overseeing execution, and supporting due diligence for potential acquisitions.

Commercial Real EstateRecruitingStaffing Agency

Hiring Manager

Callista Helms

Responsibilities

Build and maintain financial, valuation, and sensitivity models for real estate assets and debt investments, utilizing Excel and Argus to determine NPV and IRR

Direct preparation of quarterly business plans, including leasing strategies, operating budgets, capital improvement plans, and monetization strategies

Model strategic hold/sell recommendations and assist with asset disposition processes

Oversee business plan execution, working with joint venture partners, leasing teams, and property managers to ensure performance aligns with objectives

Assist in preparing quarterly reports, valuations, and capital improvement strategies, including vendor selection and contract negotiations

Provide periodic reporting for senior management, joint venture partners, lenders, and investor relations

Support due diligence efforts on potential acquisitions, including legal, financial, and physical reviews

Qualification

Financial modelingReal estate financeExcelArgusConstruction knowledgeAnalytical skillsPrioritization skillsCommunication skillsOrganizational skills

Required

Bachelor's Degree from an accredited four-year university

2-4 years of experience in institutional real estate asset management or acquisitions

Strong analytical background in commercial real estate (multifamily, office, retail, mixed-use) across acquisitions, asset/portfolio management, or real estate finance

Advanced financial modeling and forecasting skills with the ability to generate actionable insights

Knowledge of key construction and development processes

Ability to manage multiple priorities in a fast-paced environment

Strong communication and organizational skills for presenting analyses and recommendations

Proficiency in Excel, Word, PowerPoint, and Argus