Financial Analyst - Portfolio Management

Fairfield • San Diego, CA

4d • $71,250 - $76,500

About The Position

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.

Requirements

• Bachelor’s degree from an accredited university required, with a preferred major focus in finance, accounting, or real estate
• Preferred 1+ years of work experience in commercial real estate, financial analysis, accounting, or related fields; 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

Nice To Haves

• MBA is a plus but is not required

Responsibilities

• Support monitoring of asset performance and variances
• Assist with forecasting against budget and proforma
• Help identify performance trends and market patterns
• Build complex models, valuations, and projections
• Prepare sensitivity analyses and financial summaries
• Conduct market and performance ranking research
• Contribute to internal and investor reporting packages
• Develop presentation materials for senior leadership
• Assist with special reports and analysis as needed
• 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

Benefits

• competitive compensation plans
• 401(k) matching
• paid time off, including sick days and volunteer time off (VTO)
• Medical, dental & vision insurance
• Flexible spending account
• Life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees