Analyst, Investments
$70,000–$80,000 + Bonus & Benefits
North York, ON (5 Days in Office)
Our client is a well-established real estate investment and development firm with a diverse portfolio spanning a variety of asset classes. The company offers a collaborative, entrepreneurial environment and the opportunity to gain hands-on experience across real estate finance, investment analysis, and development operations.
Responsibilities:
- Conduct financial feasibility assessments, market research, and sensitivity analyses to support investment decisions.
- Update and maintain Excel financial models for various real estate projects, supporting ongoing analysis and forecasting.
- Assist with monthly project pro forma updates by incorporating actual results, revising assumptions, and adjusting contingencies.
- Monitor housing sales, closing schedules, closing proceeds, and lot discharges, providing regular updates to internal stakeholders.
- Generate financial reports from internal databases and assist with weekly accounting reports and monthly reporting across various asset classes.
- Work closely with the Accounting team on reconciliations, financial analysis, and reporting requirements.
- Maintain financing trackers and monitor debt exposure, including credit agreements, advances, repayments, loan balances, availability, and maturities.
- Assist with project financing by preparing supporting documentation and lender financing packages.
- Support the preparation of investor cash calls, bank draw packages, lender annual reviews, and related financial schedules.
- Assist with cash flow forecasts, project budgets, financial models, and liquidity analysis.
- Contribute to investor reporting packages, including project summaries and equity reconciliations.
- Identify opportunities to improve financial reporting processes, tracking tools, and data management.
- Provide ad hoc financial analysis and reporting as required.
Qualifications:
- Bachelor’s or Master’s degree in Real Estate, Finance, Accounting, Business Administration, or a related field.
- 1–2 years of relevant experience in real estate, finance, accounting, or investment analysis.
- Pursuing a professional designation such as the CFA or CPA is considered an asset but is not required.
- Strong Microsoft Excel skills, including formulas, lookups, pivot tables, and working with large datasets.
- Foundational understanding of finance and accounting principles as they relate to real estate operations and development.
- Strong attention to detail, with the ability to reconcile financial information and identify discrepancies.
- Effective organizational and time management skills, with the ability to manage competing priorities and meet deadlines.
- Strong written and verbal communication skills, with the ability to collaborate across multiple teams.
- A proactive, self-motivated approach and a willingness to learn in a fast-paced, entrepreneurial environment.
- A strong interest in the Canadian real estate market and a desire to build a career in real estate finance and investments.
This is an excellent opportunity for an early-career professional to work closely with senior management, develop their financial analysis skills, and gain broad exposure to real estate investment and development operations.
