Financial Analyst - Dallas, Hospitality

Dallas, Texas Permanent USD80,000 - USD90,000 per year View Job Description
Our client is a national real estate investment manager that is seeking a motivated and experienced Financial Analyst to join their team in Dallas with the opportunity to be involved in complex real estate transactions and support the portfolio management of a large commercial real estate portfolio.
  • Opportunity for growth and career development
  • Exciting portfolio of assets to work within

About Our Client

Our client is a national real estate investment manager that is seeking a motivated and experienced Financial Analyst to join their team in Dallas with the opportunity to be involved in complex real estate transactions and support the portfolio management of a large commercial real estate portfolio.

Job Description

Reporting to the VP of Investments the Financial Analyst will be an organized, detail‐focused candidate with sound knowledge of real estate investment concepts. The Financial Analyst will Work with portfolio and asset management to perform asset and portfolio level financial risk / opportunity analysis and projections. The position will interact with many business functions as well as senior and executive management.

Selected responsibilities:

  • Assist with the preparation of annual property‐level budgets and monthly cash flow reforecasts for assigned portfolio
  • Conduct regular variance analyses to ensure property performance is consistent with business plan and budget
  • Develop and maintain financial models to forecast leasing activity and other portfolio‐level metrics
  • Drive the onboarding process for new portfolio investments and ensure proper data collection procedures are in place
  • Review and abstract various legal documents including leases and operating agreements
  • Prepare ad hoc strategic financial analyses in support of asset and senior management
  • Interact with several departments including Leasing, Property Management and Legal on various asset and portfolio management projects
  • Maintain monthly reporting packages deliverable to Asset Managers
  • Work with senior leadership to develop yearly strategy plan



MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

The ideal Portfolio Analyst will posses the following qualities:

  • Bachelor's degree in economics, finance, real estate or related field
  • 1-3 years experience in a finance or data focused role. CFA and/or CPA a plus.
  • GPA of 3.5 or higher
  • Asset and/or portfolio management of non-residential assets (office, industrial, hospitality etc.)
  • Proficient in Excel, strong financial modeling skills. ARGUS preferred.
  • Ability to work with large data sets
  • Highly motivated self-starter who works well in flexible environment



For the right candidate our client is willing to hire at an Associate level but will expect at least 3 years of directly relevant experience working in Portfolio Management at a real estate investment firm.

What's on Offer

Base salary, bonus and opportunity to work with an amazing mentor!

Analyst level will pay roughly $80,000 to $90,000 plus bonus.

Contact
Taylor Ludwig
Quote job ref
JN-102024-6573226

Job summary

Sector
Real Estate
Sub Sector
Property & Asset Management
Industry
Property
Location
Dallas
Contract Type
Permanent
Consultant name
Taylor Ludwig
Job Reference
JN-102024-6573226