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 wide range of finance-related duties and works cross-functionally with Operations, Investments, Finance, and Accounting. The successful candidate will handle multiple responsibilities and requests in a fast-paced environment and turn detailed financial data into meaningful information for internal and external users. The position reports to the Director, Investment Management and is located at the company’s corporate headquarters in Cincinnati, Ohio.
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.
- Ability to work in a fast-paced environment, handle multiple responsibilities and requests, and work extra hours during peak periods to meet deadlines.
- Self-starter who is naturally curious, learns quickly, and takes initiative to understand root issues without prompting.
Nice To Haves
- Direct commercial real estate experience.
- 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.
- Assist with the joint venture budget and forecast process, including reviewing and updating budget 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, or department level.
- Recommend and implement process improvements, reporting upgrades, and automations in reporting and analysis.
- Interpret financial information strategically in the context of operational and financial goals.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
