Senior Financial Analyst, Real Estate Investment Management
About The Position
Phillips Edison & Company is seeking a Senior Financial Analyst to join its Investment Management team, which oversees the performance of the company’s institutional joint ventures. The role performs a broad range of finance-related duties and works cross-functionally with Operations, Investments, Finance, and Accounting. The position is based at the company’s Cincinnati, Ohio corporate headquarters and reports to the Director, Investment Management. The successful candidate will work in a fast-paced environment, manage multiple responsibilities and requests, and translate detailed financial data into meaningful information for internal and external users. They should approach financial information strategically, assessing how it should be interpreted and how it aligns with operational and financial goals.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- 2–5 years of experience in financial analysis.
- Advanced Excel skills.
- Advanced written and verbal communication skills.
- Self-starter who is naturally curious, learns quickly, and takes initiative to understand the root of issues without prompting.
- High-energy personality and willingness to work extra hours during peak times to meet deadlines.
Nice To Haves
- Direct experience in commercial real estate.
- Experience with Argus Enterprise or similar commercial real estate financial modeling software.
Responsibilities
- Produce financial and operational updates for joint venture investors that explain historical results, forecast probable outcomes, and recommend operational courses of action.
- Support the Director, Investment Management with ad hoc lease analysis, investor communications, annual meeting deck preparation, joint venture transaction closings, property-level financings, and coordination between the PECO operations platform and joint venture partners.
- Maintain and present a group of joint venture property financial models.
- Support the joint venture budget and forecast process by reviewing and updating budgets and multi-year financial models for accuracy and reasonableness.
- Create financial presentations and analyses for external annual reports.
- Review and update the fee income budget and forecast.
- Own the fund rollup of one of PECO’s joint ventures.
- Forecast joint venture cash flows and make distribution recommendations.
- Perform ad hoc analyses and underwritings at the tenant, property, portfolio, and department levels.
- Recommend and implement process improvements, reporting upgrades, and automation in reporting and analysis.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
