Financial Investment Analyst
About the position
The Financial Investment Analyst will be primarily responsible for evaluating M&A and real estate investment opportunities, conducting financial modeling, and supporting strategic decision-making across acquisitions, sale leasebacks, dispositions and portfolio management. This role requires strong analytical skills, deep knowledge of finance, returns, P&Ls, business cash flow, property rental income, and the ability to synthesize complex data into actionable insights.
Responsibilities
• 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.
Apply Now
Apply Now
The Financial Investment Analyst will be primarily responsible for evaluating M&A and real estate investment opportunities, conducting financial modeling, and supporting strategic decision-making across acquisitions, sale leasebacks, dispositions and portfolio management. This role requires strong analytical skills, deep knowledge of finance, returns, P&Ls, business cash flow, property rental income, and the ability to synthesize complex data into actionable insights.
Responsibilities
• 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.
Apply Now
Apply Now