Financial Analyst

Description

Enriching lives through investment and service is the mission at the core of everything we do  Development and Investment Real Estate Analyst is responsible for conducting thorough market research, financial analysis, and due diligence to support real estate development projects and investment decisions. This role involves working closely with acquisition, development, and asset management teams to identify, evaluate, and execute profitable real estate opportunities

• Assist VP of FP&A in building AI tools and agents to enable business efficiencies and achieve transformational initiatives
• Learn business workflows and maintain company data in systems to ensure quality AI output
• Develop training for business users to use AI tools and agents

• Develop and maintain complex financial models for real estate projects – budgeting & forecasting, debt structures, cash flows, equity waterfalls, sell vs. hold analysis, etc.
• Perform sensitivity analyses and scenario modeling to evaluate potential risks and returns
• Create cash flow projections and calculate key financial metrics such as IRR, NPV, and ROI

• Support the budget and forecasting process including long-term planning
• Review monthly operating statements for accuracy and provide detailed explanations for budget variances
• Assist in the planning and execution of real estate projects through the investment lifecycle
• Produce quarterly investor reports & updates that include key financial metrics and investment performance
• Support the quarterly contributions and distributions process

• Prepare clear and concise reports on market trends, property performance, and cash flow recommendations
• Present findings and analysis to senior management and stakeholders
• Partner with the COO and CFO to support key initiatives
• Collaborate with cross-functional teams, including acquisition, development, and accounting/finance

• Conduct comprehensive market research on real estate trends, property values, and economic factors
• Analyze demographic data, local regulations, and competitive landscapes to assess project financial strength
• Prepare detailed reports on market conditions and trends to guide financial strategies

• Bachelor's degree in Real Estate, Finance, Economics, or a related field and/or real estate work experience in real estate analysis, development, or investment
• Strong understanding of real estate markets, valuation methods, and investment principles
• Proficiency in financial modeling and advanced Excel skills. Experience with data modeling and tools (Tableau, Power BI, etc.) is a plus
• Experience with real estate software and databases (e.g., CoStar, ARGUS, Yardi) essential
• Knowledge of statistical analysis tools and GIS software is a plus
• Strong analytical and quantitative skills with attention to detail
• Ability to interpret complex data and translate it into actionable insights
• Ability to present complex information clearly and concisely
• Critical thinking and problem-solving capabilities
• Excellent written and verbal communication skills
• Strong interpersonal skills for collaborating with diverse teams and stakeholders
• Willingness to travel as needed for property evaluations and market research
• Ability to manage multiple projects and meet deadlines in a fast-paced environment

Holladay Mission and Values:
All associates are expected to live Holladay’s Mission and Values in their everyday interactions with each other, external clients, and stakeholders as defined below:

• Mission
  :
  Enriching lives through investment and service
• ENRICH Values:
• Entrepreneuri…