Senior Financial Analyst, Portfolio Management

3 weeks ago

Charlotte Bay, Australia Bond Street REIT Full time
Overview

Bond Street Real Estate Investment Trust is seeking a highly driven Analyst to join our team. Bond Street REIT is a private, perpetual life NAV REIT exclusively focused on open-air convenience retail in southeast markets. The firm is vertically integrated, with in-house capabilities across asset management, property management and acquisitions.

Location: 850 Morrison Drive, Suite 500, Charleston, SC 29403

Responsibilities
  • Build and maintain complex Excel-based financial models, including mark-to-market analyses and portfolio-level return modeling
  • Develop and manage corporate-level financial models to consolidate asset performance, aggregate cash flows and support capital stack evaluations; execute tranche-level roll-up analyses across entities and investment structures
  • Support reporting deliverables, prepare asset-level updates, manage data room materials and respond to investor inquiries; assist with miscellaneous analyses, benchmarking, and process improvement initiatives across the portfolio
  • Conduct market and asset-level research to support acquisition due diligence and a growing cadence
  • Aggregate and analyze financial and operational data to assess portfolio performance and risk
  • Prepare consolidated debt schedules and debt maturity profiles across assets and legal entities
  • Collaborate with leadership on strategic initiatives and ad hoc analyses
Qualifications
  • Bachelor's degree in Finance, Real Estate, Economics or related field
  • 5+ years of relevant experience in finance or CRE preferred
  • Advanced Excel modeling skills
  • Understanding of REIT structures strongly preferred

This is a full-time, in-office position based in Charleston, South Carolina.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Sales
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