Financial Analyst, Investments - Lantower Luxury Living
Dallas, TX
About the Job
Overview
The Financial Analyst, Investments is responsible for analyzing investment strategies, monitoring portfolio performance, and providing insights to optimize investments and provide data related to multi-family housing acquisitions and developments. This position provides input into portfolio decisions using curated data and possesses strong analytical skills and a deep understanding of financial markets. The Financial Analyst, Investments works closely with portfolio managers and research analysts to drive strategic investment decisions that maximize returns.
Responsibilities
Qualifications
- Bachelor’s Degree in real estate, business, finance, accounting, economics, or a related field is required. 2+ years’ experience in multi-family property management or finance experience.
- Advanced proficiency in Excel, including building models and data analysis.
- A strong analytical thought process with sound judgement and a keen attention to detail.
- Excellent written and verbal communication skills.
- Strong organizational and planning skills, with solid experience in applying project management techniques and skills to deliver complex and comprehensive projects, initiatives, and programs on time and on budget.
- Must be a self-starter and able to take initiative to make forward progress without being directed or asked.
- Proven history of demonstrating good judgment in decision-making and problem-solving situations.
- Accounting and Finance backgrounds are preferred (CPA/CFA).
- Acquisitions experience is preferred.
- Ability to multitask, meet deadlines, collaborate, and work in team settings as well as independently and contribute to areas beyond the direct scope of responsibility.
- Solid computer literacy, with experience in the Microsoft suite of products (Word, PowerPoint, Excel, Teams), with the ability to learn new software applications quickly.
- Demonstrate through words and behaviors the core values and philosophies of the Company.
Source : Lantower Luxury Living