Real Estate Analyst Financial Analyst

Summary

Join BH Properties, a private commercial real estate investment firm, as a Real Estate/Financial Analyst working remotely from the Philippines during US Pacific business hours. This role reports to the Senior Finance Manager and involves various financial reporting and analytical tasks. You will prepare and generate reports, conduct financial analysis, support loan financing and refinancing, and participate in acquisitions and dispositions. The position requires strong analytical, quantitative, and communication skills, along with experience in real estate asset management or acquisitions. A bachelor's degree in a relevant field is required, and an MBA is preferred. BH Properties offers a generous compensation and benefits package and opportunities for professional growth.

Requirements

• Latin honors (cum laude or better) from a reputable university
• A bachelor’s degree in real estate, finance and/or accounting a plus
• 2-5 years of experience in real estate asset management and/or acquisitions
• Comfort and proficiency in underwriting and analyzing real estate opportunities
• Advanced Excel modeling skills required
• Strong quantitative skills and demonstrated analytical and problem-solving ability
• Strong organizational, time management, verbal and written skills
• Strong desire to succeed and ability to work effectively with minimal oversight, while functioning in a team environment
• Ability to generate high quality, error-free work product for internal and external distribution on tight deadlines with minimal oversight
• Unquestionable integrity and ethics
• Passion for commercial real estate and desire to grow with an exceptional team

Responsibilities

• Weekly Funding Report Funding Report
• Monthly Reports Monthly liquidity statements/liquidity summary
• Monitor liquidity compliance
• Multifamily replacement reserves analysis
• Multifamily monthly market comparison report
• Multifamily updates and economic occupancy report
• Quarterly/Year-end Loan Compliance Reporting Create reports for our major lending or banking partners
• Quarterly Ground Lease Reporting Monitor the reporting compliance of ground lessee/s
• Perform financial reporting variance analysis
• Yardi Reports Prepare and generate reports requested by Asset Managers, Property Managers, etc. such as rent roll, income statement, budget, tenancy schedule, etc
• Loan Financing/Refinancing Prepare underwriting for loan request and property’s executive summary
• Due diligence requirements
• Closing (title and closing documents)
• Update and review LoanBoss
• Yearly Budget AMs and PMs Yardi Training
• Review of Budgets
• Budget preparation for MF, GL, Office Suites
• 1031 Exchange Identification of replacement and/or relinquished properties
• Calculation of estimated deferred tax gain/loss
• Calculation of property tax basis
• Acquisitions/Dispositions Due diligence requirements
• Closing (title and closing documents)
• Exchange set-up (either reverse or forward exchange) with First American Exchange Company
• Review of closing statements
• Summary of Acquisitions, Dispositions, Financing and 1031 Exchanges Update and maintain the summary of acquisitions, dispositions, financing and 1031 exchanges
• Update and maintain the sold properties’ IRR calculation
• Property Tax Basis Update and maintain the property tax basis on a quarterly basis
• LoanBoss Maintain and review accuracy of loan information in LoanBoss
• Special Reports Draw request from Line of Credit facilities
• Update of Company presentation materials
• Transaction gain/loss calculation
• Other reports requested by management

Preferred Qualifications

• MBA degree preferred
• Experience with top consulting firms (Accenture, McKinsey, Bain & Company, Deloitte, KPMG and Boston Consulting Group) or top financial institutions

Benefits

We offer a generous and comprehensive compensation & benefits package, along with the opportunity for professional growth and development within a well-capitalized, entrepreneurial, and growing real estate investment group