Financial Analyst, Investments

RETS Associates
Irvine, CA

RETS Associates, on behalf of our client, a privately held real estate operating company that owns and manages grocery anchored retail centers, is seeking a 1–3-year experienced Investment Analyst to sit in their beautiful new office space in Irvine, CA. Located right near wonderful options for Restaurants/Shopping/Fitness that help blend the work-life relationship.


This person will support a team of 2 Directors to maintain financial models, portfolio valuations, investment memos/reporting, etc. This role is a true blend of Acquisition and Asset Management functions. The ideal candidate is proficient in financial modeling and ARGUS, has excellent analytical skills, lives locally and is able to commute 5 days a week to Irvine, CA, and is interested in becoming a well-rounded real estate investment professional.


**Must be local to Southern California** Able to commute to Irvine daily.


Key Responsibilities

  • Analyze potential leases and evaluate their financial impact on property performance
  • Underwrite capital projects, repositioning strategies, and acquisition opportunities
  • Maintain and update Argus models and assist with portfolio valuations
  • Support investment memos, due diligence, and transaction execution for acquisitions and dispositions
  • Assist with monthly operations reporting, quarterly board reporting, and annual budgeting
  • Conduct portfolio level financial analysis and support lender and investor reporting


Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or a related quantitative field
  • Retail experience is preferred but not mandatory. Commercial experience mandatory.
  • 1 to 3 years of commercial real estate experience
  • Strong financial modeling and analytical skills with knowledge of DCF and cash flow modeling
  • Advanced Excel skills required; Argus Enterprise experience preferred
  • Detail oriented, highly motivated, and strong communication skills
  • Interest in building a career in real estate investment and asset management