Senior Financial Analyst- Real Estate Investments
Public Storage, Plano, TX, United States
Job Description
The Senior Financial Analyst conducts financial modeling and investment analysis in support of Public Storage’s multi‑billion dollar capital investment program. The role reports to the Manager of Real Estate Financial Analysis and works closely with the heads of Acquisitions, Development, Lending, and Third‑Party Management to identify, underwrite, and prepare approvals for acquisitions, development, lending, and third‑party management opportunities. This position handles the more complex underwritings from business development teams and is expected to have strong underwriting acumen. Successful candidates will have demonstrated proficiency in building and editing pro forma models and using data‑driven analytical tools for commercial real estate or investment management.
Key Responsibilities
Lead and own underwriting of potential acquisitions, developments, loans, third‑party management agreements, and other investments through data‑driven analytical methods
Build ad‑hoc return analysis of various enterprise initiatives and projects for executives and other senior leaders
Conduct scenario, sensitivity, and break‑even analyses to assess risk and return profiles for different projects
Own the process improvement for underwriting and communication with other teams within the organization
Conduct market and competition analysis to formulate views on rental rates, occupancy trends, supply growth, and other factors that impact underwriting assumptions
Collaborate with the acquisition, development, loan, and third‑party management teams on investment timing and deadlines
Prepare investment committee memorandums for internal review and executive decision‑making
Partner with the data analytics team to constantly improve pro forma models and other analytical tools
Assist in training Financial Analysts on the team
Own and support the more critical senior management requests from different leaders in the organization
Provide property, portfolio, and pipeline‑level reporting and attribution analysis to aid senior management with capital allocation decisions
Conduct market tours with leadership teams for potential deals (Domestic travel up to 10%)
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field
3–5 years of related experience in finance, accounting, and real estate
Advanced knowledge of Excel (XLOOKUP, nested IF statements, pivot tables, financial formulas, etc.)
Real Estate industry experience is a plus
Outstanding organizational skills and great attention to detail
Exceptional presentation and analytical skills
Excellent written and verbal communication skills
Strong initiative and ability to manage multiple projects
Additional Information Public Storage is an equal opportunity employer and embraces diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status. All qualified candidates are encouraged to apply.
Sponsorship for Work Authorization is not available for this posting. Candidates must be authorized to work in the U.S. without requiring sponsorship now or in the future.
#J-18808-Ljbffr
Key Responsibilities
Lead and own underwriting of potential acquisitions, developments, loans, third‑party management agreements, and other investments through data‑driven analytical methods
Build ad‑hoc return analysis of various enterprise initiatives and projects for executives and other senior leaders
Conduct scenario, sensitivity, and break‑even analyses to assess risk and return profiles for different projects
Own the process improvement for underwriting and communication with other teams within the organization
Conduct market and competition analysis to formulate views on rental rates, occupancy trends, supply growth, and other factors that impact underwriting assumptions
Collaborate with the acquisition, development, loan, and third‑party management teams on investment timing and deadlines
Prepare investment committee memorandums for internal review and executive decision‑making
Partner with the data analytics team to constantly improve pro forma models and other analytical tools
Assist in training Financial Analysts on the team
Own and support the more critical senior management requests from different leaders in the organization
Provide property, portfolio, and pipeline‑level reporting and attribution analysis to aid senior management with capital allocation decisions
Conduct market tours with leadership teams for potential deals (Domestic travel up to 10%)
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field
3–5 years of related experience in finance, accounting, and real estate
Advanced knowledge of Excel (XLOOKUP, nested IF statements, pivot tables, financial formulas, etc.)
Real Estate industry experience is a plus
Outstanding organizational skills and great attention to detail
Exceptional presentation and analytical skills
Excellent written and verbal communication skills
Strong initiative and ability to manage multiple projects
Additional Information Public Storage is an equal opportunity employer and embraces diversity. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status. All qualified candidates are encouraged to apply.
Sponsorship for Work Authorization is not available for this posting. Candidates must be authorized to work in the U.S. without requiring sponsorship now or in the future.
#J-18808-Ljbffr