Financial Analyst, Partner Services - Dallas Regional Office
About The Position
The Partner Services Analyst works with owners and project partners to execute individual financial goals and objectives. The role reviews real estate partnership investment cash-flow models, incorporates partners’ after-tax transactions into financial plans, analyzes non-real-estate investments and alternative investments, prepares high-level financial statements, and assists owners with estate planning and execution, including trusts, real estate partnership interests, and gifts. The analyst builds relationships with owners and project partners, supports outside professional engagements, models real estate partnership transactions and investment outcomes, and produces financial analyses and statements for stakeholders. The role also reviews partnership documents, assists with estate-planning models and presentations, and supports the Corporate Services department in achieving organizational goals.
Requirements
- Bachelor’s degree in business, finance, or a related field.
- Highly skilled written and verbal communication.
- Proficiency with computers, including efficiently navigating file structures.
- Advanced knowledge of Microsoft Excel.
- Exceptional mathematical and analytical reasoning skills.
- Highly organized and task oriented.
- Ability to work independently to complete goals.
Responsibilities
- Create, develop, and maintain professional relationships with owners and project partners to provide financial planning services.
- Assist in managing outside-party engagements for accounting, brokerage, insurance, banking, and legal services for owners and project partners.
- Incorporate real estate partnership investments, including acquisitions, sales, refinances, and like-kind exchanges, into financial plans.
- Provide cash-flow, returns, and diversification analysis for non-real-estate investments, including marketable securities and alternative investments.
- Prepare owner and project partner financial statements monthly, quarterly, and annually.
- Perform financial modeling and reporting, including gathering, creating, and analyzing large quantities of raw data, and present findings professionally and in a user-friendly manner to a broad range of stakeholders.
- Assist in modeling and presenting estate-planning ideas and outcomes.
- Review and understand legal partnership documents and model financial provisions in partnership agreements.
- Assist the Corporate Services department in areas needed to meet departmental and organizational goals, including day-to-day activities.
- Perform other duties as assigned.
Benefits
- Competitive salary
- Incentive bonus program
- Training and development programs
- Career growth
- Community volunteer and outreach programs
- Basic Life and AD&D insurance
- Employee, Spouse and Child Supplemental Life and AD&D insurance
- Short- and Long-Term Disability insurance
- Medical coverage
- Dental coverage
- Vision coverage
- Optional Health Savings Accounts
- Medical and Dependent Care Flexible Spending Accounts
- Voluntary Accident, Critical Illness, and Whole Life benefits
- Employee Assistance Program
- 401(k) plan
- Health and Financial Wellness Programs
- Paid Time Off
- Paid Holidays and Floating Holidays
- Paid Parental Leave
- Education Reimbursement
- Employee Recognition
- Dominium Employee Emergency Fund
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What This Job Offers
Job Type
Full-time
