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Senior Financial Analyst – Asset Management

1872 Consulting
Dallas, Texas, US
Full-time

Senior Financial Analyst Asset Management

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Excel, PowerPoint and Reporting Focus

Location : Dallas TX : WFH hybrid schedule

What you'll be doing :

  • Build and maintain financial models and run company / fund / portfolio-level analytics on an ongoing and ad-hoc basis.
  • Create presentations for senior management, investors, and external parties.
  • Synthesize, cleanse, and monitor financial, operating, and portfolio data received from various internal teams.
  • Improve quality and efficiency of reporting to senior management and investors.
  • Track and evaluate portfolio, capital structure, and financial and operating performance relative to peers.
  • Collect, evaluate, and present macroeconomic, real estate sector, industry, and public / private market statistics, trends, and transaction activity.
  • Collaborate with the Asset Management Team to create and maintain property and portfolio-level analytics.
  • Work closely with the Accounting, Investments, and Data Analytics teams to ensure data integrity across the entire portfolio.
  • Handle special projects and analyses, as assigned.
  • Coordinate with Asset Management, Accounting, and Blackstone's finance group in supplying information.
  • Undertake and communicate results of key recurring analytical activities, including :
  • Quarterly / annual financial reporting to internal stakeholders.
  • Regular and ad-hoc financial and other reporting to senior management and investors.
  • Manage data and reporting for key financial and operational metrics.
  • Lead reporting improvements through use of Power BI and other tools.

Skills we're seeking :

  • Bachelor's Degree required.
  • 3+ years of experience as an Analyst in Investment Banking, Consulting, or Real Estate.
  • Advanced financial analytical skills and experience building complex financial models with Excel.
  • Strong experience creating PowerPoint decks for investor presentations and other business meetings.

Nice to have experience :

  • Experience with structuring and executing capital markets and corporate-level strategic transactions.
  • Experience using a tool like Power BI, Tableau or something similar to create reports and dashboards.
  • Experience with SQL.

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4 days ago
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