Financial Analyst-Real Estate

The Concourse Group LLC • Columbia, MD

3d • Hybrid

About The Position

The Concourse Group is seeking a Financial Analyst to support financial analysis of real-estate-related projects for public-sector clients. This is a hybrid position for candidates local to the National Capital or Baltimore, Maryland regions; meetings at the corporate office in Columbia, Maryland, are required.

The role involves analyzing real estate transactions and portfolios, building and modifying financial models, supporting transaction due diligence, and assisting with project feasibility and portfolio management. The ideal candidate has a background in financial calculations and analysis, preferably in real estate, along with strong communication, Excel, multitasking, time-management, and decision-making skills. Training on specific tasks will be provided. The position requires a U.S. citizen who lives locally in the National Capital Region, including the Baltimore and Annapolis regions.

Requirements

• Bachelor’s degree in Finance, Real Estate, or a related field.
• Proficiency with Microsoft Office products.
• Strong communication skills, including the ability to assemble, communicate, and present information clearly verbally and in writing.
• Ability to manage communications and coordinate tasks in a hybrid setting with geographically diverse participants.
• Ability to adapt to changing priorities and a wide range of tasks.
• Critical-thinking and problem-solving skills, including a detailed and well-ordered approach.
• Attention to detail and use of quality-control methods in work product.
• Ability to understand customer problems and quickly learn new tools and technologies.
• Ability to work independently and as part of a team, without direct supervision while following structured guidelines.
• Organization, a positive and proactive approach, and results orientation.
• Must be a U.S. citizen.
• Must live locally in the National Capital Region, including the Baltimore and Annapolis regions.

Nice To Haves

• MBA.
• Expert proficiency in Excel.
• One to two years of financial analysis experience.
• Internship experience on a government (state, local, or federal) project directly related to finance or public-sector real estate.
• Background in financial calculations and analysis, preferably in the real-estate industry.
• Skills with Adobe Standard and/or Pro.

Responsibilities

• Conduct financial analysis for a client’s national housing portfolio, including creating detailed pro formas and financial models.
• Assist with ongoing analysis of housing portfolio operations and performance, including performance versus pro forma.
• Construct and modify Excel-based models to calculate returns, including IRR, NPV, and cash returns.
• Support transaction due diligence for targeted transactions from acquisition through disposition.
• Prepare and review analyses of existing portfolio properties, including budgets, operating statements, appraisals, market surveys, and studies.
• Create public-private venture strategies.
• Analyze complex financial issues and determine financial deal viability.
• Assist with planning and policy issues.
• Learn, demonstrate, and apply improved methods for analyzing real estate transactions.
• Support project feasibility and assist with the design, implementation, expansion, and continuous improvement of portfolio management.
• Help prepare briefings, participate in meetings, and provide technology support for databases, web solutions, and benchmarking future decision-making.

Benefits

• Healthcare insurance, including health, dental, and vision benefits; employee premiums are company-paid.
• Company-paid life insurance.
• Company-paid long-term disability insurance.
• Short-term disability insurance with employee-paid premium.
• Health Savings Account with pre-tax employee contributions.
• 401(k) with pre-tax employee contributions and a company match of up to 4% of base salary.
• 15 paid time-off days per year.
• Eleven paid federal holidays.
• Flexible daily work schedule and hybrid weekly schedule.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level