Portfolio Analyst

Bond Street Real Estate Investment Trust is seeking a highly driven and detail-oriented Analyst to join our team. Bond Street REIT is a private, perpetual life NAV REIT exclusively focused on convenience retail assets across Southeast and Midwest markets. The firm is vertically integrated, with in-house capabilities across asset management, property management and acquisitions. With access to up to $900 million of capital through a combination of debt and committed equity, Bond Street is well-positioned to support continued growth and execute on its acquisition strategy at scale. The platform is also actively consolidating legacy assets into the REIT through 721 exchange transactions, further expanding and institutionalizing the portfolio. More information about the firm is available at bondstreetreit.com.

Location:

850 Morrison Drive, Suite 500, Charleston, SC 29403

This is a full-time, in-office position with required availability from 8:30am to 5:30pm and flexibility for additional hours based on business needs.

Key Responsibilities:

• Build and maintain complex Excel-based financial models, including mark-to-market analyses and portfolio-level return modeling
• Develop and maintain corporate-level financial models to consolidate asset performance, aggregate cash flows, and support capital stack evaluations
• Conduct market and asset-level research to support acquisition due diligence and a growing cadence
• Aggregate and analyze financial and operational data to assess portfolio performance and risk
• Prepare and manage consolidated debt schedules and debt maturity profiles across assets and legal entities
• Leverage AppFolio for data extraction, property-level reporting and portfolio analytics
• Contribute to the preparation of internal reports, dashboards, and investor materials
• Collaborate with leadership on strategic initiatives and ad hoc analyses

Qualifications:

• Bachelor’s degree in Finance, Real Estate, Economics or related field
• 0-2 years of relevant experience in finance or CRE preferred
• Advanced Excel modeling skills
• Understanding of REIT structures preferred

Benefits:

• Competitive base salary based on experience
• Annual performance bonus
• Health insurance and 401k
• Paid holidays and PTO
• Weekly team lunch
• Direct exposure to senior leadership and investment committee
• Clear path to advancement with growing platform

This position reports directly to our Head of Portfolio Strategy and Chief Financial Officer.

Contact:

Maria Castellano | maria.c@bondstreetreit.com

Luke Fox | luke.f@bondstreetreit.com