Financial Analyst
About the Role
This Analyst / Associate role is responsible for monitoring and driving the performance of an active and expanding multifamily investment portfolio. The Analyst / Associate will be involved in all facets of property analysis and be responsible for existing portfolio reporting and forecasting. The position supports the Asset Management, Acquisitions, Finance, and Investor Relations teams and coordinates with various departments: Development, Property Management, Legal, and Accounting. The role involves critical thinking, financial analysis, and data-driven decision-making with direct recommendations to senior management.
Responsibilities
- Assemble and analyze financial and performance metrics to identify operational issues and implement change.
- Create and produce asset, portfolio, and fund-level reports for internal and external distribution.
- Develop property, fund, and corporate-level budgets; assemble and analyze variance analysis regularly.
- Build and maintain valuation, acquisition, and development models to assess investment decisions.
- Conduct due diligence by interacting with lenders, brokers, and other external resources to execute financings, acquisitions, and dispositions.
- Prepare internal loan sizing analyses and external marketing materials; respond to prospective lender inquiries and participate in loan document negotiation for financings.
- Manage the existing debt portfolio by analyzing and summarizing loan documents, ensuring covenant compliance, and responding to lender requests.
- Prepare and review closing statements and develop transition plans for completed transactions.
- Perform ad hoc analyses on the portfolio, geographic markets, and other initiatives.
Qualifications
- Bachelor’s Degree in Finance, Economics, or a related quantitative field, demonstrating strong academic performance.
- 1-5 years of financial analysis experience (preferably in the Real Estate industry).
- Exceptional skills in financial modeling and Excel (including nesting functions, sumifs, etc.).
- Demonstrated interest in real estate financial concepts including valuation, operations, and debt/equity financing.
- Attention to detail, accuracy, and precision in analytical assessments.
- Ability to engage in multiple initiatives simultaneously and balance a large and diverse workload.
- Highly developed written and verbal communication skills.
- Ability to work in a dynamic, deadline-driven environment.
- Ability to work independently under limited supervision and as a team member in a multidisciplinary team.
- Adaptable with a high degree of flexibility regarding roles and responsibilities.
- Critical self-review, attention to detail, and intellectual curiosity to learn about the business are essential.
Benefits
- Robust benefits package including Medical, Vision, and Dental Insurance.
- 401(K) retirement plan.
- Educational reimbursement.
- Opportunities for professional development and career growth.
About Mac Properties
We believe that the quality of one’s life is directly related to the quality of one’s home. Since 2002, we have been creating rental homes and investing in neighborhoods for our residents in Chicago, Kansas City, and St. Louis. Our vision is to enable better lives through better homes—for our residents, our communities, and our colleagues.