
Financial Investment Analyst
Little Sprouts, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Lawrence • Massachusetts • United States
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Salary
💰 $100,000 - $115,000 per year
About the role
- Analyze financial statements, market trends, and investment portfolios.
- Prepare and present investment memoranda and financial reports to senior leadership. This includes strong excel and powerpoint skills.
- Perform valuations and returns analysis using financial models, comparative market analysis, market studies, industry reports, and other techniques.
- Develop and maintain financial models for acquisitions, dispositions (e.g., sale leaseback), tenant build-outs and other investment scenarios.
- Perform meaningful outreach to prospective M&A targets and new site identification on the real estate side.
- Conduct due diligence for real estate transactions, including lease reviews, operating statements, and third-party reports.
- Conduct due diligence for M&A transactions, including financial due diligence, market due diligence, enrollment & staffing due diligence and third-party reports.
- Collaborate with asset managers, brokers, and property managers to gather and interpret data.
- Monitor and report on portfolio performance, identifying risks and opportunities.
- Assist in budgeting, forecasting, and strategic planning initiatives.
Requirements
- Bachelor’s degree in Finance, Real Estate, Economics, or related
- 2–5 years of experience in either M&A, real estate finance, investment banking, underwriting or investment analysis
- Proficiency in Excel, powerpoint and financial modeling is required
- Strong understanding of valuation, capital markets, and investment structures.
- Excellent written and verbal communication skills.
- Ability to manage multiple projects and meet tight deadlines.
- Detail-oriented with strong organizational and problem-solving abilities.
Benefits
- Health benefits are available upon start date.
- Free Subscription to First Stop Health; receive ongoing care from doctors and prescribers through easy telehealth services.
- Up to 75% discount on your child's tuition (Option for the initial $5,000 of tuition to be taken out of your paycheck before taxes through payroll deductions.)
- Comprehensive benefits package, including health, dental, vision, and pet insurance.
- 401k with company match.
- Tuition reimbursement.
- Career advancement and coaching.
- Additional Paid Time off and Holidays.
- Referral Program.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisfinancial modelingvaluationreturns analysiscomparative market analysisbudgetingforecastingstrategic planningdue diligenceinvestment analysis
Soft Skills
communicationorganizational skillsproblem-solvingattention to detailproject managementcollaborationpresentation skillstime managementanalytical thinkinginterpersonal skills