Financial Analyst

Wan Bridge (WB) • Houston, TX

2d • Onsite

About The Position

As a financial analyst, you will analyze financial data, trends, and market conditions to provide insights and recommendations to businesses or individuals. Creating financial models, forecasting future performance, and assessing investment opportunities.

Requirements

• Four-year college degree required
• Two to four years of work experience in a similar position
• Demonstrated analytical skills (ability to analyze NOI, DSCR, LTV, LTC and IRR) and related experience with various investment types.
• Strong technology aptitude, including comfort using AI tools and automation to work more efficiently.
• Strong organizational skills with the ability to multi-task and prioritize efforts while under pressure.
• Effective oral and written communication skills
• Ability to do what you say you will and never knowingly omit or misrepresent information or give a false impression of the company or its employees.
• Ability to proactively see the problems faced by the team and design solutions.
• Ability to maintain sensitive and confidential information.
• Ability to maintain a positive attitude in all situations.

Nice To Haves

• Real estate experience preferred.

Responsibilities

• Market Research – work closely with Acquisition team to gather property and market data including site information, governmental regulations, economic growth, demographics, real estate market information including rent and sales comparable, absorption and occupancy trends and amenities and school districts.
• Investment Underwriting - prepares investment models of real estate development projects including pro forma income and expense statement, development budget and investment return summary and recommended capital structure.
• Development Packages – creates market study and investment presentations consistent with company guidelines and investor requirements. These reports include analysis of the project economics, market study, development timeline, financial statements etc.
• Transaction Management – Work with Finance Manager to source development loans, participate in the negotiation of term sheets and loan docs. Provides deal execution support for acquisitions and sales including due diligence items, analyzing third party reports, coordinating with all parties including lenders and consultants, and acting as liaison with other departments of the company.
• Liability Management - Responsible for preparing loan draw packages, maintaining draw schedules for various loans and credit facilities, and providing reporting and on-going compliance assistance to investors and lenders.
• Technology & AI – Leverage technology, automation, and AI tools to streamline modeling, research, reporting, and draw/compliance workflows, identifying opportunities to reduce manual work while maintaining accuracy and appropriate controls.
• Other duties/project as determined by management.

What This Job Offers

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