Shopoff Realty Investments · 1 month ago
Financial Analyst – Real Estate Investments
Irvine, CA
Full-time
Onsite
Mid Level
$100K/yr - $115K/yr
3+ years expShopoff Realty Investments is looking for a Financial Analyst – Real Estate Investments to join their Finance team. This role focuses on fund-level performance analysis, investor returns, and capital allocation strategies across their real estate investment portfolio.
Commercial Real EstateReal EstateReal Estate Investment
Responsibilities
Monitor and evaluate fund-level performance of real estate investment portfolio
Prepare and analyze budget to actual reports with detailed variance commentary for a portfolio of investment vehicles, including syndicated investor funds, to support strategic decision-making
Track and maintain preferred return schedules to ensure accuracy and compliance with partnership agreements
Compile and analyze key fund-level metrics – such as IRR, equity multiples, leverage ratios – to assess capital needs, liquidity, and investment performance
Develop and maintain advanced financial models to evaluate asset and fund-level performance and translate complex data into actionable recommendations for management
Perform ad hoc analyses and special projects related to investor performance, fund structures, and capital allocation strategies
Prepare comprehensive investor reporting and collaborate with internal teams to ensure timely, accurate communication; provide support to Investment Services for investor inquiries
Assist with cash flow forecasting and projections to optimize liquidity and capital deployment across the portfolio
Compare projected versus actual results to identify areas for improvement and enhance investor returns
Maintain strict confidentiality of financial information, investor data, and investment decisions
Perform other duties as assigned to support the company’s portfolio of assets and investor performance objectives
Qualification
Required
Bachelor's degree in Finance, Accounting, or related field
3+ years of experience in real estate investment, portfolio analysis, or financial modeling
Advanced Excel skills (Pivot Tables, VLOOKUP, Index Match, financial formulas)
Strong understanding of investor reporting requirements and fund structures
Detail-oriented, analytical, and comfortable in a fast-paced environment
Preferred
Experience with 506(b) or 506(c) private placements a plus
Benefits
Gold and Platinum Medical Plan options
Flexible spending accounts for medical and dependent care reimbursement
401(k) with company match
Company provided life insurance
Paid professional memberships and professional activities (conferences and workshops)
Tuition and certification reimbursement program
Paid holidays
Generous vacation time
Summer hours from June - August (office closes at 3 p.m. each Friday with full pay for the day)
Company
Shopoff Realty Investments
Shopoff Realty, a real estate investment firm, repositions commercial, income-producing properties, and the entitlement of land assets.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$272.31MKey Investors
Brightspire CapitalPeachtree GroupCoreVest American Finance
2025-12-02Debt Financing· $17.82M
2025-07-15Debt Financing· $52M
2022-01-11Debt Financing· $47M
Leadership Team
Jo Merriman
Chief Operating Officer
Christy Hutchison
Senior Vice President, National Accounts
Recent News
2025-11-20
2025-11-07
Company data provided by crunchbase