Investment Analyst/Financial Analyst

  • Location
    Portland, Oregon
  • Category:
    Accounting & Finance - 4100/Finance
  • Job Type:
    Direct Hire
  • Job reference:
    US_EN_8_842890_2715486

Title: Investment Analyst/Financial Analyst

Base Salary - $80K-$90K + bonus

Are you looking to join a dynamic team with strong collaboration? If so, then this may be the opportunity for you. This role will be a play a key component in the investment and acquisition phase. Excellent work life balance and beautiful offices in down town Portland.

Keys to the role:

  • Job Costing – Construction or Real Estate
  • Revenue Forecasting
  • Real Estate industry experience is desirable – Straight out of public is fine as long as the person had REIT type of clients
  • Any sort of acquisition experience will be a plus
  • Yardi is a plus but not required
  • 3+ years of analysis/accounting experience
  • • Assist in all phases of the project acquisition and development timeline.
    • Conduct financial analyses including cash flow projections and valuation models.
    • Assist the Acquisitions and Development team with monthly reviews of property performance for presentation to senior management.
    • Analyze property operating performance based off historical data and prepare forecast summary of such to be used during budgeting process and ongoing asset performance evaluation.
    • Evaluate properties within the context future economic conditions and structure exit scenarios based on assumed market trends and their associated valuations.
    • Assist the Acquisitions and Development team with reporting to development partners, collateral parties, third party vendors, and regulatory agencies.
    • Assist in preparation of compilation, review, or audit packages for auditors annually.
    • Assist with client reporting, investor communications and presentation preparation.

 

Sells/Perks:

  • Company pays majority of healthcare, company pays life insurance.
  • 401 K match, 50% of first 6%
  • Paid Parking and transportation subsidy
  • Excellent tenure – People tend to stay with the organization
  • Beautiful Offices—On the 20th floor and has an excellent view of the Downtown area
  • Encourage licensing and company pays for certification.
  • To start PTO is 3 weeks or 15 days _ Strat accruing day1 but can’t use for the 1st 90 days
  • Flexible start time – Some people start at 7:00AM some start at 10:00AM
  • Monthly performance reviews and leadership keeps employee abreast of the big picture
  • Excellent work life balance – Typical work week is 40 hours with some additional for the month end close
  • They have a smooth process in place – Will NOT be coming into disorganization

Parker+Lynch conducts confidential searches and provides specialized recruiting services. This means we are able to screen companies to uncover the job you want, and to help guide you through the process. If you are interested in this job, or want to talk about a customized search, please reach out to mark.nadeau@parkerlynch.com, or apply directly to this posting