Talent.com
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
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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

    serp_jobs.job_alerts.create_a_job

    Analyst Real Estate • Irvine, California, USA

    Job_description.internal_linking.related_jobs
    Investment Real Estate Agent

    Investment Real Estate Agent

    Fair Trade Real Estate • Irvine, CA, US
    serp_jobs.job_card.full_time
    Fair Trade Real Estate is a brokerage that specializes in the acquisition of distressed properties.Our properties are off market and we sell them exclusively to our network of investors.Our buyers ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Retail Financial Analyst

    Retail Financial Analyst

    Kia America • Irvine, CA, United States
    serp_jobs.job_card.full_time
    At Kia, we're creating award-winning products and redefining what value means in the automotive industry.It takes a special group of individuals to do what we do, and we do it together.Our culture ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr Financial Analyst

    Sr Financial Analyst

    Advantage Solutions • Irvine, CA, United States
    serp_jobs.job_card.full_time
    US-MO-Saint Louis | US-IL-Chicago | US-CA-Irvine.Primary Posting Location : City.Primary Posting Location : State / Province. Primary Posting Location : Postal Code.Primary Posting Location : Country....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Retail Analyst, Capital Markets - Investment Sales

    Retail Analyst, Capital Markets - Investment Sales

    JLL • Irvine, California, United States
    serp_jobs.job_card.full_time
    This job is with JLL, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.JLL empowers you to ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Commercial Real Estate Agent

    Commercial Real Estate Agent

    Team Architects • Rancho Cucamonga, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Commercial Real Estate Agent (1099 | Unlimited Commission).California (HQ in Ontario, CA).CA Real Estate License (or obtain within 60 days). Commission-based, uncapped earnings potential.K–$130K+ (b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Commercial Real Estate Broker

    Commercial Real Estate Broker

    Hughes Marino • Irvine, CA, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate stra...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Financial Analyst Lead

    Financial Analyst Lead

    Prime Healthcare Management Inc • Ontario, CA, United States
    serp_jobs.job_card.full_time +1
    Prime Healthcare is an award-winning health system headquartered in Ontario, California.Prime Healthcare operates 51 hospitals and has more than 360 outpatient locations in 14 states providing more...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr. Financial Analyst - Commercial

    Sr. Financial Analyst - Commercial

    Bradshaw Home • Rancho Cucamonga, CA, United States
    serp_jobs.job_card.full_time
    Financial Analyst is a key partner for the Commercial Organization and other cross-functional groups providing reporting, analytical insights, and overall process improvement.This position is hybri...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Financial Data Analyst, Global FP&A

    Senior Financial Data Analyst, Global FP&A

    Metagenics • Aliso Viejo, CA, United States
    serp_jobs.job_card.full_time
    Metagenics believes in helping people live happier, healthier lives by realizing their genetic potential.It’s why, when we defined Metagenics’ Mission, Values, and Vision, we started with our compa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Real Estate Agent / Associate (Investment Sales)

    Real Estate Agent / Associate (Investment Sales)

    Greysteel Company Llc • Orange County, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platfor...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Financial Planning & Analysis Analyst (m / w / d)

    Financial Planning & Analysis Analyst (m / w / d)

    DEUTZ AG • Corona, CA, United States
    Herstellern von Antriebssystemen für Anwendungen abseits der Straße - mit einem globalen Netzwerk aus über 1.Vertriebs- und Servicepartnern in mehr als 120 Ländern. Unsere Technologien entwickeln wi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Corporate Senior Financial Analyst

    Corporate Senior Financial Analyst

    bizjobz LLC • Ontario, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Corporate Senior Financial Analyst.Corporate Finance team in Ontario, CA.This is an exciting opportunity to play a key role in shaping financial strategy and decision-making for a dynamic, fast-gro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    Bedrosians Tile and Stone • Tustin, CA, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    The Financial Analyst supports budgeting, financial forecasting, supply chain, demand planning, and analytical procedures to help maximize the company's financial performance and operational effici...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Sr. Analyst - Asset Management

    Sr. Analyst - Asset Management

    Proven Recruiting • Irvine, CA, United States
    serp_jobs.job_card.full_time
    Senior Portfolio Analyst - Leading Real Estate Investment Firm!.A premier real estate investment organization is looking to bring on a. Office Properties Asset Management team.In this highly visible...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    Design West Technologies, Inc. • Tustin, CA, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    With a commitment to excellence and innovation, we specialize in designing, manufacturing, and delivering high-performance solutions for our clients worldwide. Our team comprises passionate professi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30
    Senior Financial Planning Analyst

    Senior Financial Planning Analyst

    Endeavor Agency • Irvine, CA, United States
    serp_jobs.job_card.full_time
    California and major western US cities.Endeavor has engaged with a privately held, established and well known real estate development and investment company seeking a. Senior Financial Planning Anal...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    Howmet • Rancho Cucamonga, CA, United States
    serp_jobs.job_card.full_time
    Arrow Route, Rancho Cucamonga, CA, 91730, US.Remote Work Schedule Availability?.This position entails access to export-controlled items and employment offers are conditioned upon an applicant's abi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    Howmet Corporation • Rancho Cucamonga, CA, United States
    serp_jobs.job_card.full_time
    Arrow Route, Rancho Cucamonga, CA, 91730, US.Remote Work Schedule Availability?.This position entails access to export-controlled items and employment offers are conditioned upon an applicant's abi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted