Financial Analyst - Portfolio Management
If you're driven and looking for a collaborative workplace that makes a difference, you just might be a fit for Fairfield! We are a leader in the multifamily housing industry and we're passionate about creating exceptional apartment living. As we continue to grow, we're dedicated to investing in our people. Our culture is built on trust, support, and the drive to do great work. Whether you're launching your career or bringing years of experience, you'll find opportunities to make an impact, develop your skills, and be part of something bigger.
About the Role
The Financial Analyst – Portfolio Management plays a key role in forecasting, valuation, market analysis, and reporting for Fairfield’s funds and joint ventures. You’ll partner closely with portfolio managers, asset managers, and executives to help ensure our investment strategies are well-informed, data-driven, and aligned with performance expectations. This position is based at our corporate office in San Diego, CA, with in-office attendance required Monday-Thursday and remote work on Friday. Applicants must be within commuting distance of our corporate office in the Sorrento Valley area of San Diego, CA.
Responsibilities
- Portfolio Monitoring & Forecasting
- Support monitoring of asset performance and variances
- Assist with forecasting against budget and proforma
- Help identify performance trends and market patterns
- Financial Modeling & Analysis
- Build complex models, valuations, and projections
- Prepare sensitivity analyses and financial summaries
- Conduct market and performance ranking research
- Reporting & Presentations
- Contribute to internal and investor reporting packages
- Develop presentation materials for senior leadership
- Assist with special reports and analysis as needed
- Cross-functional Collaboration
- Work with portfolio and asset managers to inform business plans
- Coordinate with multiple teams to support decision-making
- Assist with special projects requiring financial insight
Requirements
- Bachelor’s degree from an accredited university required, with a preferred major focus in finance, accounting, or real estate
- MBA is a plus, but not required
- 1+ years of work experience in commercial real estate, financial analysis, accounting, or related fields is strongly preferred; relevant internship experience may be applied toward this requirement
- Advanced knowledge of Microsoft Excel is required (knowledge of macros is a plus), as well as working knowledge of Microsoft Word and PowerPoint
- Financial modeling experience is preferred
- Complete understanding of basic financial concepts such as IRRs, NPVs, time value of money, etc.
- Desire to learn and grow professionally in the commercial real estate industry
- Outstanding organizational skills and ability to work under pressure to meet multiple deadlines
- Strong written, verbal, and interpersonal communication skills
- Experience with Argus and Business Intelligence Software a plus
Benefits
We offer robust benefit packages with a focus on both quality of care and affordability. Benefits include:
- Competitive compensation plans
- 401(k) matching
- Paid time off, including sick days and volunteer time off (VTO)
- Medical, dental, and vision insurance
- Flexible spending account
- Life insurance
Pay
Estimated annual salary range: $71,250.00 - $76,500.00. This position is exempt. The pay range displayed reflects base rate only and does not include allowances, perks, commissions, or bonuses. Potential job offers may vary based on skills, education, experience, location, and job complexity.
Schedule
Hybrid schedule with in-office attendance required Monday-Thursday and remote work on Friday.