Financial Analyst - Portfolio Management
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. This position is based at our corporate office in San Diego, CA, with in-office attendance required Monday-Thursday and remote work on Friday. With this hybrid setup, applicants must be within commuting distance of our corporate office in the Sorrento Valley area of San Diego, CA.
Requirements
- Bachelor’s degree from an accredited university required, with a preferred major focus in finance, accounting, or real estate
- 1+ years of work experience in commercial real estate, financial analysis, accounting, or related fields is strongly preferred; 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
- 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
Nice To Haves
- MBA is a plus, but not required
- Financial modeling experience is preferred
- Experience with Argus and Business Intelligence Software a plus
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
- Work safely and cooperatively with others, including supervisors
- Adhere to performance standards despite stressful conditions
- Communicate effectively and respectfully to ensure exceptional customer service
- Follow all federal, state, and local laws and Company policies
Benefits
- Competitive compensation plans
- 401(k) matching
- Paid time off, including sick days and volunteer time off (VTO)
- Matched 401(k)
- Medical, dental & vision insurance
- Flexible spending account
- Life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
