Senior Analyst, Investment Modeling
Core
Build and maintain complex financial models for operating and development properties to support investment decisions and pipeline effectiveness.
Role type
Senior Investment Analyst (Financial Modeling)
Builds
Financial models, data templates, and investment analysis for commercial real estate assets.
Domain
Commercial Real Estate / Investment Banking
Required skills
Advanced Excel, Financial Modeling (DCF, IRR, NPV, Three Statement Analysis), Data Cleaning & Preparation, Macro/Query (VBA/Power Query), Commercial Real Estate Valuation, Scenario & Sensitivity Analysis
Preferred skills
CFA certification, VBA macros, Power Query, Client communication, Project management
Technologies
Microsoft Excel, Internal CRM database, Microsoft Office
Responsibilities
Construct, maintain, and validate primary and secondary data sources for financial models; Extract key insights from macroeconomic trends, industry developments, and company financials; Collaborate with global teams to identify prospects and drive pipeline effectiveness; Create financial models from scratch for various property types (operating, land development, REITs).