Analyst, Finance & Banking, Financial Analyst

About the Organization

Bulfinch is a third-generation commercial real estate firm specializing in the acquisition, development, management, and repositioning of commercial properties in Greater Boston. Since 1936, Bulfinch has taken a unique approach to creating value in commercial real estate and has successfully evolved and adapted to industry changes and the needs of all our stakeholders. The firm was founded on a commitment to our employees and the culture we began cultivating 90 years ago embodies our entrepreneurial spirit and sense of family.

The heart of Bulfinch is our people. We are committed to the individual growth and development of our most important asset - our team members. Bulfinch offers top-tier benefits and career‑enhancement opportunities to all employees. We celebrate diversity and are committed to creating an inclusive environment for all employees.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Department:
Investments & Asset Management

Reports To:

Managing Director, Investments

• Serve as an active member of both the Investment and Asset Management teams.
• Support asset management activities, including property‑level decision‑making, investor reporting, quarterly valuations, and annual budget tracking.
• Participate in transactions from initial identification through underwriting, closing, development, day‑to‑day management, and disposition.
• Analyze investment and financing opportunities, including financial underwriting, due diligence, market research, ad‑hoc analysis, and preparation of investment committee materials.
• Prepare and evaluate sophisticated Microsoft Excel and Argus models across asset classes, including waterfall and preferred equity analyses.
• Support the construction team with permitting and development processes, as needed.
• Serve as a liaison with external parties for property tours, execution of confidentiality agreements, collection of market data, and attendance at industry events.
• Maintain proprietary databases and conduct market research to support acquisition efforts.
• Identify and source potential investment opportunities in targeted markets.
• Update and assist with drafting presentations for internal and external meetings.
• Analyze and summarize deal‑related documents, including contracts, leases, term sheets, and related materials.
• Take ownership of ad‑hoc projects across the organization as they arise.

• Bachelor's degree required, preferably with a concentration in finance, real estate, economics, or a related field.
• 0‑3 years of related experience, with a demonstrated track record of hard work, achievement, and strong performance.
• Proficiency in Microsoft Excel, Argus, and PowerPoint.
• Familiarity with generative AI tools and a proactive interest in applying them to commercial real estate workflows.
• Strong written and verbal communication skills.
• Excellent interpersonal skills with the ability to work effectively in a team‑oriented environment.
• Exceptional attention to detail with the ability to manage multiple priorities and meet deadlines.
• Ability to multitask while producing high‑quality work with efficiency and timeliness.
• Familiarity with Yardi and/or Power BI preferred.
• High degree of personal integrity and professionalism.
• Intellectual curiosity and willingness to take ownership of a broad range of assignments.
• Adaptability to changing priorities and business needs.
• Strong problem‑solving skills and analytical capabilities.
• Positive attitude and good sense of humor.

The salary range for this position is $65,000 - $85,000 annually, based on experience, qualifications, and overall skill set. Final compensation will be determined based on a variety of factors assessed throughout the interview process.

Bulfinch offers a competitive compensation and benefits package, along with meaningful opportunities for professional growth and advancement within the organization.