Financial Analyst

Osprey Management•Las Vegas, NV

11d•$80,000 - $90,000•Onsite

About The Position

Crystal View Capital/Osprey Management is a private equity real estate firm specializing in the acquisition and management of value-add manufactured housing and self-storage assets. The Financial Analyst supports investment and asset management decisions through acquisition underwriting, portfolio performance analysis, budgeting and forecasting, and investor reporting. The role works closely with the acquisitions, asset management, accounting, and investor relations teams. This is a full-time, on-site position at the firm's Las Vegas headquarters. Only applicants currently residing in or attending school in the Las Vegas metropolitan area will be considered. The role operates in a standard office environment and includes deadline-driven work around month-end and quarter-end reporting cycles. Responsibilities may change based on business needs.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
2–4 years of experience in financial analysis, financial modeling, investment analysis, or a related role.
Advanced proficiency in Microsoft Excel, including financial modeling, complex formulas, pivot tables, and data analysis.
Strong understanding of financial statements, budgeting, forecasting, and variance analysis.
Experience developing and maintaining financial models, including cash flow projections, scenario analysis, and investment return calculations.
Familiarity with investment performance metrics such as IRR, MOIC, and cash-on-cash returns.
Ability to use AI tools to speed up modeling, research, and reporting, and independently verify AI-generated output against source data.
Strong analytical and problem-solving skills, including the ability to interpret complex financial data and communicate findings effectively.
Excellent attention to detail and organizational skills, with the ability to manage multiple priorities in a fast-paced environment.
Strong written and verbal communication skills, including the ability to collaborate across departments and present financial information to management.
Proficiency in Microsoft Office applications, particularly Excel and PowerPoint.
Applicants must currently reside in or attend school in the Las Vegas metropolitan area.

Nice To Haves

Experience in commercial real estate, private equity, investment management, or asset management.
Experience with real estate acquisition underwriting, investment analysis, or portfolio performance reporting.
Familiarity with Rent Manager, Power BI, and/or other financial reporting and data visualization tools.
Experience working with cross-functional teams, including accounting, acquisitions, operations, and investor relations.
Experience with manufactured housing communities or self-storage.

Responsibilities

Build, update, and maintain financial models to assess investment performance, including IRR, MOIC, and cash-on-cash returns.
Build acquisition underwriting models using market, operating, and debt assumptions; perform sensitivity analysis and calculate returns.
Monitor and interpret portfolio performance trends, identifying areas of opportunity or concern.
Conduct financial due diligence on assets under contract, including T12 and rent roll review, expense normalization, capital expenditures, and loan terms; conduct occasional site visits.
Prepare investment committee memos and present underwriting and portfolio analysis to the Investment Committee.
Assist in preparing and reviewing annual budgets for real estate assets and corporate operations.
Analyze variances between budget, forecast, and actual results and provide insights and recommendations to management.
Support scenario and sensitivity analyses for investment decisions.
Prepare and refine financial reports, investor updates, and performance dashboards for internal and external stakeholders.
Collaborate with the Senior Financial Analyst and Investor Relations team on content for Investment Committee meetings, roadshows, and quarterly investor reports.
Ensure financial presentations are accurate, clear, and timely.
Conduct market and industry research to support underwriting, asset management, and corporate strategy.
Maintain current competitive benchmarks and market trends relevant to the portfolio and target acquisitions.
Partner with accounting, asset management, acquisitions, and operations teams to align financial models, operational metrics, and reporting standards.
Identify opportunities to streamline financial reporting processes and improve analytical tools.
Reconcile models and investor reporting to the general ledger and source documents; maintain model version control and documentation.
Maintain accurate, well-organized records for models, reports, and analyses.
Perform other duties as assigned by management.