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Financial Analyst

Roessel JoyAllston, MAApril 30th, 2026
Position Summary The Real Estate Financial Analyst is the firms dedicated underwriting and financial reporting specialist, responsible for producing institutional-quality analysis across company's entire portfolio. This role sits at the center of the firms investment, development, and asset management functionsbuilding the financial infrastructure that supports company's evolution into a fully structured private REIT platform. The Analyst will own acquisition underwriting, construction development budgeting, operating expense modeling, and portfolio-level financial reporting to a standard consistent with institutional capital partners, lenders, and REIT-level disclosure requirements. Every deliverable from this role must meet a simple test: could it be presented to an institutional investor, board of directors, or lender without qualification. This is a high-visibility position with direct access to the Principal on all investment and capital allocation decisions. Core Responsibilities Acquisition Underwriting Build and maintain institutional-quality underwriting models for potential acquisitions across existing markets and target expansion markets Develop detailed pro forma analyses with fully documented assumptions, including: Revenue projections with unit-level rent roll detail, market rent comparables, and mark-to-market analysis Operating expense modeling with line-item granularity, historical trending, and market benchmarking Capital expenditure schedules tied to property condition assessments and renovation scopes Return metrics: IRR (levered/unlevered), equity multiple, cash-on-cash yield, cap rate (going-in/exit/stabilized), and net present value Prepare investment memoranda suitable for institutional reviewclear narrative, professional formatting, fully sourced assumptions, and sensitivity/scenario analysis Maintain a standardized underwriting template library that produces consistent, auditable output across all deal types