Financial Analyst/Senior Financial Analyst

Job Title : Financial Analyst/Senior Financial Analyst

Experience: 1-3 years / 4-7 years

Qualifications : CFA/FRM/ Masters degree in Real Estate, Business

Location: Working Remotely

Job Type: Full time

Shift Timings: EST/PST(US TIME ZONE)

Skills required: Knowledge of Equity Research / DCF Modelling Skills / Investment Banking

                             Extensive knowledge of local real estate markets and business dynamics.

About Us

Gallagher & Mohan works exclusively within the real estate industry. Our mission is to provide financial analysis, marketing, and accounting support to our clients. Our clients are real estate-focused private equity investors, developers, fund managers, brokers, and more. We pride ourselves on our quality, our strong communication, and our work ethic. We are a natural extension of our clients existing infrastructure. The type of transactions we currently work on range from multifamily apartment complexes to large office towers in the United States and European markets and range in value sizes from $10 million USD - $200 million+ USD.

Responsibilities  

• Expertly craft and refine financial models using advanced Excel functions such as SUM, PMI, NPV, IRR, and VLOOKUP.
• Conduct thorough analysis of local real estate markets, encompassing employment statistics, industry trends, and demographic insights.
• Prepare and deliver comprehensive reports to clients and management, offering strategic insights and actionable recommendations.
• Maintain a nuanced understanding of market dynamics and economic trends, leveraging research to drive informed decision-making and business development initiatives.
• Serve as a subject matter expert, providing valuable insights and thought leadership on market conditions and investment opportunities.
• Collaborate closely with internal teams to align research efforts with business objectives and foster innovative solutions.
• Demonstrate strong written and oral communication skills, effectively conveying complex financial concepts and findings to diverse stakeholders.
• Exhibit exceptional organisational skills, adeptly managing multiple tasks and priorities within a fast-paced environment.
• Foster a collaborative and inclusive team environment, contributing to a culture of excellence and continuous improvement.

Knowledge and Skills - Financial Analyst 

• Knowledge: Candidates require experience managing workload, report productions, and programs.They also require a strong command of the local real estate markets and business, with a good understanding of macro trends and historical perspective. It is also vital that analysts have a good understanding of private equity, investment risk, and real estate investments.
• Research skills: Most real estate analyst jobs involve data collection and analysis; hence, they must possess substantial data collection, validation, and auditing skills. They must be up-to-date with recent trends and news in the industry. Their job also requires a detailed study of the real estate market for trends, micro and macro factors affecting the market, etc. hence they must possess solid research ability.
• Analytical skills and problem-solving abilities: They require high-level analytical skills to run financial models and analyse all aspects of the local real estate markets.
• Organisational skills: They require the ability to multitask , manage time and workload
• Strong written and oral communication skills: must be able to make rational decisions when under pressure.
• Entrepreneurial: Real estate analysts must be a self-starter with the ability to work independently and think proactively and strategically. Also, they must be proactive and able to align research with the business for innovative research output.
• Computer skills: They must be proficient in using Excel, Word, PowerPoint, and Database systems.
• Team player: They require the capability to work within the team and work within a diverse,  collaborative, and driven professional environment.

Knowledge and Skills - Sr. Financial Analyst 

• Extensive knowledge of local real estate markets and business dynamics, coupled with a keen understanding of macroeconomic trends.
• Proficiency in data collection, validation, and analysis, with a demonstrated ability to stay abreast of industry developments.
• Exceptional analytical and problem-solving skills, with the ability to derive actionable insights from complex datasets.
• Proficiency in Microsoft Excel, Word, PowerPoint, and database systems.
• Strong team player with a demonstrated ability to lead and motivate cross-functional teams towards shared goals.
• Proven leadership qualities, including effective communication, conflict resolution, and decision-making skills.
• Entrepreneurial mindset with a proactive approach to driving innovation and strategic alignment.