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Financial Analyst – Real Estate Investments
Financial Analyst – Real Estate InvestmentsShopoff Realty Investments • Irvine, California, USA
Financial Analyst – Real Estate Investments

Financial Analyst – Real Estate Investments

Shopoff Realty Investments • Irvine, California, USA
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Shopoff Realty Investments is looking for the absolute best and brightest to join our team of dedicated professionals as a Financial Analyst Real Estate Investments at our home office in Irvine California.

About the Role

We are seeking a Financial Analyst Real Estate Investments to join our Finance team. This role focuses on fund-level performance analysis investor returns and capital allocation strategies across our real estate investment portfolio. Youll work closely with senior leadership and investment services to deliver insights that drive investor success.

What you will do :

  • Monitor and evaluate fund-level performance of real estate investment portfolio.
  • Prepare and analyze budget to actual reports with detailed variance commentary for a portfolio of investment vehicles including syndicated investor funds to support strategic decision-making.
  • Track and maintain preferred return schedules to ensure accuracy and compliance with partnership agreements.
  • Compile and analyze key fund-level metrics such as IRR equity multiples leverage ratios to assess capital needs liquidity and investment performance.
  • Develop and maintain advanced financial models to evaluate asset and fund-level performance and translate complex data into actionable recommendations for management.
  • Perform ad hoc analyses and special projects related to investor performance fund structures and capital allocation strategies.
  • Prepare comprehensive investor reporting and collaborate with internal teams to ensure timely accurate communication; provide support to Investment Services for investor inquiries.
  • Assist with cash flow forecasting and projections to optimize liquidity and capital deployment across the portfolio.
  • Compare projected versus actual results to identify areas for improvement and enhance investor returns.
  • Maintain strict confidentiality of financial information investor data and investment decisions.
  • Perform other duties as assigned to support the companys portfolio of assets and investor performance objectives.

What Were Looking For

  • Bachelors degree in Finance Accounting or related field.
  • 3 years of experience in real estate investment portfolio analysis or financial modeling. Experience with 506(b) or 506(c) private placements a plus.
  • Advanced Excel skills (Pivot Tables VLOOKUP Index Match financial formulas).
  • Strong understanding of investor reporting requirements and fund structures.
  • Detail-oriented analytical and comfortable in a fast-paced environment.
  • Still Undecided

    Shopoff is a great place to work. Here are some of the reasons that our employees vote for us as a Top Workplace :

  • Voted& 2022 Best Places to Work by the Orange County Business Journal and Best Companies Group.
  • Exceptional company culture that encourages innovation and empowers all team members to act as leaders by providing the opportunities training and tools critical to achieving a successful and meaningful career.
  • Industry-leading compensation and benefits package including Gold and Platinum Medical Plan options flexible spending accounts for medical and dependent care reimbursement 401(k) with company match and company provided life insurance.
  • A world-class work environment with potential for long-term growth and advancement in the industry paid professional memberships and professional activities (conferences and workshops) and a tuition and certification reimbursement program.
  • Paid holidays and generous vacation time; summer hours from June - August (office closes at 3 p.m. each Friday with full pay for the day).
  • Shopoff Realty Investments (SRI) is a real estate investment firm specializing in offering qualified clients diversified investment opportunities that can be used to create a customized portfolio consistent with their unique financial profiles and goals. For three decades SRI has built an industry leading reputation for integrity diligence and vision. SRI creates value for its investors utilizing its expertise in all facets of real estate including acquisition entitlement and development of commercial multi-family and residential properties.

    EEO Statement

    Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Our employment decisions are based on individual qualifications job requirements and business needs without regard to race color marital status sex sexual orientation gender identity and / or expression age religion disability genetic information citizenship status national origin pregnancy veteran status and or any other legally protected characteristics. We also provide reasonable accommodations as needed throughout the job application process. If you have a disability that inhibits your ability to apply for a position through our online application process you may contact us via email at or via telephone at 1 .

    Required Experience :

    IC

    Key Skills

    EAM,Economics,IT Business Analysis,Information Security,Android Development

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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