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Our client, a global Fortune 500 Real Estate company, is seeking a Senior Financial Analyst. Senior Internal Auditor - Hedge Fund/Alternative Investment. Senior Financial Analyst.
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Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. The Senior Financial Analyst will play a key role in the company's Financial Planning & Analysis process.
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Today, Marcus & Millichap is the industry's largest firm specializing in real estate investment sales, financing, loan sales as well as a leading source of research and advisory services.
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Working for Equity Residential (EQR), a leading multi-family real estate investment trust (REIT), means living our purpose: creating communities where people thrive. The Senior IT Systems Analyst is responsible for setting the direction and serving as the team lead for Systems Analysts tasked with maintaining the operational integrity of assigned applications/platforms.
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High level of technical expertise in estate, tax, option, retirement, insurance, investment and cash flow/capital needs planning analysis. Responsible for providing Wealth Planning Analyst and Wealth Strategists timely, candid, and constructive feedback; develop Analysts and Strategists to their fullest potential and provide challenging opportunities that enhance employee career growth; recognize employees for accomplishments.
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Conducts research related to the use of various complex tax and estate planning strategies under consideration by clients and develops financial modeling and flowcharts to demonstrate the economic impact of the strategies.
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The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and an almost $275 million charitable foundation.
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10+ years in financial and/or estate planning related work, preferably at a high quality professional financial services company or firm. Primary focus is understanding and memorializing the entirety of the client’s/prospect’s current financial structure, including organizational structure of their net worth, their cash flow and income tax situation, their family tree and business entity structure, and the current structure of the estate and wealth transfer plans, supervising Analysts, Strategists, and leveraging Life360 and other tools as identified.
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Will coordinate the preparation of net worth statements, current cash flow projections at a high level, current preliminary estate flow illustrations, and other illustrations as needed, supervising Wealth Strategists and Analysts in the production of these and reviewing and presenting them in collaboration with the specialists serving the client.
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Conduct thorough analysis of investment opportunities, including equities, fixed income, real estate, and alternative investments. Master's degree or CFA (Chartered Financial Analyst) designation preferred.
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SL Green Realty Corp., Manhattan’s largest office landlord, is a fully integrated real estate investment trust, or REIT, that is focused primarily on acquiring, managing and maximizing value of Manhattan commercial properties.
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Welltower, a real estate investment trust ("REIT"), owns interests in properties concentrated in major, high-growth markets in the United States, Canada and the United Kingdom, consisting of seniors housing, post-acute communities and outpatient medical properties.
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Experience: 3+ years in Financial Modeling/ Investment Modeling, 2+ years in Commercial Real Estate (preferably with a national multi-unit brand), 1+ years in Esri ArcGIS Pro, ArcMap, or other industry standard GIS application.
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We work with national and regional clients across the entire real estate sector, including developers, investors, owners, operating companies, investment funds, real estate investment trusts, and non-profit organizations.
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Engaged in a CMBS data analysis project involving a large proprietary SQL database to look for indicators of default on commercial real estate properties. Summer Analysts will work directly on the trading floor alongside Analysts and Portfolio Managers and gain valuable exposure to various investment product areas such as Emerging Markets, Corporate Credit, Rates and Structured Products.
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