Senior Fund Accountant/Financial Analyst @ Real Estate PE Firm

Coda Search is partnering with a rapidly expanding real estate private equity firm with offices located in Jersey City. The team is seeking to hire a Senior Financial Analyst to support fund-level analysis, debt and loan covenant reporting, and performance analytics across a diversified real estate portfolio. This role partners with asset management, finance, with signifcant exposure to senior leadership.

Key Responsibilities

Perform fund-level financial analysis across multiple real estate funds, including cash flow modeling, and variance

Assist with preparing the monthly financial reporting package

Prepare and maintain loan covenant reporting, including compliance tracking, lender analysis, borrowing base calculations,

Develop and analyze portfolio and asset-level KPIs

Support quarterly and annual budgeting and forecasting processes at the fund and asset level

Partner with Asset Management and Accounting to analyze operating performance and identify trends, risks, and value-creation opportunities

Assist with investor and management reporting, including dashboards, ad-hoc analyses, and presentation materials

Qualifications

Bachelor’s degree in Finance, Accounting, Real Estate, or related field

3+ years of experience in real estate private equity, real estate, asset management, or investment management

Advanced Excel skills; experience with ARGUS, Power BI, or similar tools is a plus

Detail-oriented with strong analytical, communication, and presentation skills

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