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Financial Analyst – Real Estate
The Concourse Group, LLCFinancial Analyst for public sector real-estate projects at The Concourse Group. Supporting financial analysis and operational performance of national housing portfolios in a hybrid role.
About the role
Key responsibilities & impact- Conducts financial analysis for client's national housing portfolio, including the creation of detailed pro-forma and financial models
- Assist with ongoing analysis of operations and performance of the existing housing portfolio, including performance vs. pro-forma
- Construct, manipulate, and continuously modify Excel-based models to calculate returns including IRR, NPV, and cash returns
- Support the transaction process in order to complete due diligence on targeted transactions, from acquisition to disposition
- Prepare and review a variety of analysis regarding existing portfolio of properties, including but not limited to budgets, operating statements, appraisals, market surveys and studies
- Create public-private venture strategies
- Conduct analyses to address complex financial issues and determine financial deal viability
- Assist with planning and policy issues
- Willingness to learn, demonstrate, and apply better methods of analyzing real estate transactions
- Provides support consistent with all aspects of determining project feasibility.
- Assist with the design, implementation expansion and continuous improvement of portfolio management
- Assist in preparing briefings, participate in meetings and provide technology support for databases, web solutions and benchmarking future decision making.
Requirements
What you’ll need- Bachelor' s degree in Finance, Real Estate, or a related field
- MBA a plus but not required
- Demonstrate proficiency with Microsoft Office products
- Expert proficiency in Excel highly preferred
- 1-2 years of in Financial Analysis experience preferred
- Internships completed for a Government (State, Local or Federal) Project directly related to finance or public sector real estate.
- Must be organized, positive, proactive, and results-oriented
- Must be a U.S. Citizen
- Must live local to the National Capital Region, including the Baltimore and Annapolis regions.
Benefits
Comp & perks- Healthcare Insurance Benefit | Health, Dental, and Vision benefits. Company-paid employee premiums.
- Life Insurance | Company-paid benefit.
- Long-Term Disability Insurance | Company-paid benefit.
- Short-Term Disability Insurance | Employee-paid premium.
- Health Savings Account | Pre-tax employee contribution.
- 401K | Pre-tax employee contribution and Concourse matches up to 4% of the base salary.
- Paid Time-Off (PTO) Benefit | 15 PTO days per year.
- Paid Holidays | Eleven (11) paid federal holidays.
- Other | Concourse offices are in Annapolis, MD. We offer a flexible daily work schedule and a hybrid weekly schedule.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysispro-forma modelingfinancial modelingIRR calculationNPV calculationcash return calculationportfolio managementreal estate transaction analysisbudget analysisoperating statement analysis
Soft Skills
organizedpositiveproactiveresults-orientedwillingness to learncommunicationteam collaborationproblem-solvinganalytical thinkingattention to detail
Certifications
Bachelor's degree in FinanceBachelor's degree in Real EstateMBA (preferred)