Financial Analyst (Family Office – Investments & Valuation)

What You’ll Do

Valuation & Analysis

• Build and maintain financial models across real estate, operating businesses, and new investments.
• Evaluate acquisition opportunities, perform due diligence, and develop forward-looking projections.
• Assess business valuations and investment performance with precision and perspective.
• Synthesize complex data into clear insights and actionable recommendations for leadership.

Real Estate & Direct Investment Support

• Conduct detailed underwriting and sensitivity analyses for real-estate assets and development projects.
• Support investment and divestment decisions through rigorous scenario modeling and benchmarking.
• Track market trends, performance metrics, and valuations across asset classes.

Strategic Finance

• Partner with senior accountants, advisors, and principals to connect financial data to broader strategy.
• Help refine financial systems, reporting tools, and performance dashboards.
• Contribute to investment memos and presentations that translate financial depth into strategic clarity.

What You Bring

• 5–8+ years of financial-analysis experience, ideally within a family office, investment firm, or multi-asset environment.
• Deep fluency in real-estate valuation, business modeling, and investment analysis.
• Advanced Excel and financial-modeling skills; comfort working with incomplete or evolving data.
• Strong analytical instincts — able to test assumptions, identify inconsistencies, and “poke holes” to get to truth.
• Clear communicator who moves easily between detail and synthesis.
• Bachelor’s degree in finance, accounting, or a related field (CFA or CPA a plus).

Who You Are

You’re analytical, inquisitive, and grounded — someone who doesn’t take numbers at face value. You see the story behind a model, the risk beneath a projection, and the opportunity inside complexity. You work best in close partnership with smart, values-driven people and thrive when trust, transparency, and good judgment guide the work.

Base Compensation Range

$140,000 - $175,000 USD