Real Estate Finance & Analytics
D. French Advisors, Phoenix, AZ, United States
Overview
Compensation:
Commensurate with Experience
About the Company:
Our client is an industry-leading commercial real estate platform with a proven track record across development, acquisitions, and asset management. Based in Phoenix, the firm operates nationally and manages a diversified portfolio spanning self-storage, industrial, office, multifamily, and healthcare assets. Projects include ground-up development, build-to-suit, acquisitions, and redevelopment initiatives across multiple asset classes.
About the Role:
The Senior Financial Analyst will support a diverse commercial real estate portfolio through underwriting, financial modeling, due diligence, and investment analysis. The ideal candidate brings 5+ years of relevant CRE experience, strong quantitative and qualitative skills, advanced Excel and Argus modeling capabilities, and the ability to manage multiple priorities in a fast-paced environment. Responsibilities include financial analysis and underwriting, preparation of research and investment marketing materials, and collaboration with senior team members across transactions and ongoing asset management initiatives.
This is a long-term analyst seat designed for someone who values stability and becoming a trusted technical partner over time, rather than pursuing a traditional promotional track.
Key Responsibilities
Provide analytical and asset management support across a diversified CRE portfolio, including office, industrial, self-storage, multifamily, and healthcare
Prepare and review cash flow models using Excel and ARGUS Enterprise
Develop and evaluate acquisition and development cost budgets
Prepare and review rent rolls, historical operating statements, and other financial data supporting cash flow projections and budgets
Abstract lease agreements and review key property-level documents
Assist with financial due diligence and transaction closing processes
Perform market and competitive research
Write, prepare, and assemble Investment Memoranda and related marketing or investment materials
Review and analyze financing proposals and commitments
Build and maintain partnership cash flow distribution (waterfall) models
Support ad hoc analytical projects as needed
Required Qualifications & Experience
A minimum of five years of related commercial real estate experience
Demonstrated experience with complex financial modeling and underwriting
Skills & Attributes
Advanced proficiency in Microsoft Excel; ARGUS Enterprise required (ARGUS Developer a plus)
Strong understanding of financial concepts including discounted cash flow analysis, IRR, NPV, and partnership waterfalls
High attention to detail and accuracy
Ability to manage multiple priorities and meet deadlines
Strong analytical, quantitative, and problem-solving skills
Ability to collaborate effectively across teams and levels of seniority
Professional demeanor with a positive, team-oriented attitude
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Commensurate with Experience
About the Company:
Our client is an industry-leading commercial real estate platform with a proven track record across development, acquisitions, and asset management. Based in Phoenix, the firm operates nationally and manages a diversified portfolio spanning self-storage, industrial, office, multifamily, and healthcare assets. Projects include ground-up development, build-to-suit, acquisitions, and redevelopment initiatives across multiple asset classes.
About the Role:
The Senior Financial Analyst will support a diverse commercial real estate portfolio through underwriting, financial modeling, due diligence, and investment analysis. The ideal candidate brings 5+ years of relevant CRE experience, strong quantitative and qualitative skills, advanced Excel and Argus modeling capabilities, and the ability to manage multiple priorities in a fast-paced environment. Responsibilities include financial analysis and underwriting, preparation of research and investment marketing materials, and collaboration with senior team members across transactions and ongoing asset management initiatives.
This is a long-term analyst seat designed for someone who values stability and becoming a trusted technical partner over time, rather than pursuing a traditional promotional track.
Key Responsibilities
Provide analytical and asset management support across a diversified CRE portfolio, including office, industrial, self-storage, multifamily, and healthcare
Prepare and review cash flow models using Excel and ARGUS Enterprise
Develop and evaluate acquisition and development cost budgets
Prepare and review rent rolls, historical operating statements, and other financial data supporting cash flow projections and budgets
Abstract lease agreements and review key property-level documents
Assist with financial due diligence and transaction closing processes
Perform market and competitive research
Write, prepare, and assemble Investment Memoranda and related marketing or investment materials
Review and analyze financing proposals and commitments
Build and maintain partnership cash flow distribution (waterfall) models
Support ad hoc analytical projects as needed
Required Qualifications & Experience
A minimum of five years of related commercial real estate experience
Demonstrated experience with complex financial modeling and underwriting
Skills & Attributes
Advanced proficiency in Microsoft Excel; ARGUS Enterprise required (ARGUS Developer a plus)
Strong understanding of financial concepts including discounted cash flow analysis, IRR, NPV, and partnership waterfalls
High attention to detail and accuracy
Ability to manage multiple priorities and meet deadlines
Strong analytical, quantitative, and problem-solving skills
Ability to collaborate effectively across teams and levels of seniority
Professional demeanor with a positive, team-oriented attitude
#J-18808-Ljbffr