Company Overview:
A vertically integrated Real Estate Investment and Management firm focused on multifamily assets across the Mid-Atlantic and Southeast.
Position Overview:
The firm is looking to bring on an Analyst to report directly to the CEO. The role blends financial analysis, research and project management across various domains. The ideal candidate is growth oriented and able to thrive in a fast-paced, high-trust environment.
Responsibilities:
- Manage and monitor public stock portfoios, including performance tracking and rebalancing recommendations.
- Ad Hoc Projects.
- Provide analytical support for businesses where the CEO serves on the board. Assist in evaluating acquisition opportunities.
- Analyze trust loan structures and opportunities.
- Support a variety of insurance related business investments.
Qualifications:
- 2-5 years of experience at a Real Estate Family Office.
- Bachelors degree in Finance or related field.
- Exceptional financial modeling & analytical skills.
- Experience in investment analysis and family office operations.
- Strong project management and multitasking abilities.
- Familiarity with trust structures, insurance, and alternative investments preferred.
