About The Position

The Lead Real Estate Financial Valuation Analyst is the lead individual contributor on the real estate valuation team and a day-to-day analytical partner to the Sr. Manager, Real Estate Financial Valuation. The role executes financial valuation, investment analysis, and decision support for the company’s retail grocery real estate portfolio, coordinating priorities and deliverables, maintaining valuation standards, and producing accurate, timely analyses. It provides analytical leadership, technical review, mentorship, and subject matter expertise without direct people-management responsibility. The role works across Real Estate, Finance, Capital Planning, Operations, Market Research, Accounting, Legal, Data Science, Technology, and other business partners. It may represent the Sr. Manager in delegated meetings and working sessions. The analyst evaluates real estate and store investments, portfolio performance, risks, and alternatives; translates complex economics and market information into supportable recommendations; and prepares executive-ready materials for investment and portfolio decisions. The position maintains disciplined models, assumptions, controls, and documentation; supports post-investment reviews; and advances consistency and efficiency through standardized data, scalable models, automation, advanced analytics, and responsible use of AI tools. Limited travel may be required based on business needs.

Requirements

  • Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business, or a related quantitative field.
  • At least 7 years of progressive experience in real estate valuation, investment analysis, corporate finance, capital planning, transaction advisory, or a related field.
  • Demonstrated experience developing complex financial models and translating results into investment recommendations.
  • Advanced financial modeling and valuation expertise, including DCF, NPV, IRR, payback, scenario analysis, sensitivity analysis, and lease-versus-own evaluation.
  • Strong understanding of retail real estate economics, store-level financial performance, lease structures, capital investment, portfolio strategy, and transaction processes.
  • Ability to evaluate complex and incomplete information, identify key value drivers, constructively challenge assumptions, and form supportable recommendations.
  • Advanced Excel proficiency and experience building controlled, scalable financial models.
  • Ability to use AI tools, automation, and advanced analytics to improve modeling and workflows, strengthen documentation and quality review, and produce decision-ready insights.
  • Working knowledge of Python, R, workflow automation, GIS, or comparable analytical tools, including the ability to use AI tools to develop, test, troubleshoot, and document analytical solutions.
  • Strong written and verbal communication skills and ability to explain complex analyses clearly while maintaining financial rigor.
  • Excellent organization, project management, prioritization, and cross-functional partnership skills.
  • High attention to detail and a disciplined approach to data validation, model review, documentation, and quality control.
  • Ability to work with substantial independence, manage multiple high-priority deadlines, and serve as a dependable day-to-day partner to the Sr. Manager.
  • High standards for ethics, confidentiality, objective analysis, and compliance with company policies and controls.
  • Demonstrated ability to mentor and develop analytical talent through coaching, model review, and constructive feedback.
  • Strong leadership presence and ability to influence outcomes and represent departmental leadership without direct authority.

Nice To Haves

  • MBA, CFA, ASA, MAI, or another relevant advanced credential.
  • Experience supporting retail, grocery, multi-site, or large-portfolio real estate decisions.
  • Experience preparing materials for senior leadership, investment committees, or other executive decision-making forums.
  • Experience leading analytical workstreams, mentoring analysts, coordinating cross-functional deliverables, or serving as a technical valuation subject matter expert.
  • Working proficiency in Power BI and SQL.

Responsibilities

  • Perform end-to-end financial valuation and investment analysis for new stores, relocations, remodels, expansions, acquisitions, lease renewals, option exercises, restructurings, dispositions, sale-leasebacks, surplus property strategies, and other store initiatives.
  • Build and maintain discounted cash flow, net present value, internal rate of return, payback, residual value, lease-versus-own, and other decision models.
  • Develop scenario, sensitivity, break-even, and risk analyses; integrate store-level performance, capital needs, occupancy costs, lease economics, market conditions, and portfolio considerations.
  • Validate source data, document assumptions, assess incomplete or conflicting information, and escalate material gaps or risks.
  • Form and communicate supportable recommendations, including investment risks, tradeoffs, alternatives, and value-creation opportunities.
  • Apply enterprise valuation methodologies, assumptions, model architecture, documentation requirements, review thresholds, and approval controls.
  • Maintain standardized models, assumption libraries, review checklists, version control, and audit-ready documentation.
  • Review models and committee materials for calculation accuracy, input validity, assumption support, and compliance with company standards.
  • Partner with the Sr. Manager to identify and address data-quality issues, control gaps, inconsistent practices, and process risks.
  • Interpret valuation standards for complex or non-standard situations and recommend improvements to assumptions, controls, review procedures, and analytical frameworks.
  • Coordinate with Accounting, Finance, and Legal on valuation inputs, lease accounting, financial reporting, and transaction structures as directed.
  • Analyze the real estate portfolio to identify underperforming assets, expiring commitments, value-at-risk, redevelopment potential, and opportunities to reposition, renegotiate, relocate, consolidate, or divest.
  • Develop portfolio comparisons and prioritization views, and execute post-investment reviews comparing actual results with approved underwriting.
  • Monitor investment performance and risks, flagging material changes in expected value or payback.
  • Prepare executive-ready valuation summaries, investment memoranda, committee materials, dashboards, and presentations.
  • Support capital committees, governance forums, and senior leadership discussions through analysis validation, issue resolution, and follow-up tracking.
  • Present analyses and recommendations as appropriate and tailor communication for financial and non-financial audiences.
  • Partner with business owners to ensure proposals are complete, assumptions supported, alternatives evaluated, and deliverables accurate and timely.
  • Represent the Sr. Manager or valuation team in delegated meetings and working sessions, communicating team perspectives and ensuring follow-through.
  • Manage visibility into active assignments, priorities, resource needs, dependencies, risks, and stakeholder requirements; help scope and prioritize requests and coordinate analyst workloads.
  • Provide day-to-day analytical leadership, resolve routine analytical issues, coordinate cross-functional inputs, and escalate material decisions requiring leadership review.
  • Mentor analysts through coaching, model review, technical guidance, training, onboarding support, knowledge transfer, and sharing best practices.
  • Serve as a technical review and escalation point for complex models, analyses, and underwriting recommendations prepared by analysts.
  • Lead the team's most complex, ambiguous, cross-functional, strategically significant, or executive-visible valuation assignments.
  • Develop decision-ready reporting and dashboards using Excel, Power BI, SQL, and related analytical tools.
  • Use AI tools responsibly to support research, model development, documentation, quality assurance, scenario generation, and insight delivery while maintaining human review and confidentiality.
  • Document methodologies, assumptions, data lineage, controls, and operating procedures.

Benefits

  • Competitive wages paid weekly.
  • Access to up to 50% of earned wages before payday through the company's partnership with Stream.
  • Associate discounts.
  • Medical, dental, 401(k), and other health and financial well-being benefits for eligible associates.
  • Vacation, holidays, and sick pay.
  • Training, career growth, and development.
  • An inclusive work environment with talented colleagues who reflect the communities served.
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