JOB SUMMARY
Financial Analyst supports the Finance Manager in building financial models, maintaining databases, capital raising, deal diligence, and tracking and analyzing KPI’s. Financial Analyst will work primarily with Finance and Capital Markets, but will also work cross departmentally with Investments, Analytics, and Technology.
ESSENTIAL DUTIES & RESPONSIBILITIES
Building and maintaining various financial models such as: company model, fund waterfalls, promote forecasts, cash forecast
DCF & valuation model.
Maintaining databases: investor reporting, loan management platform, schedule of real estate, contingent liabilities schedule
Working with technology and analytics team to transform operational data into usable business strategy dashboards
Assisting with capital raising
Deal due diligence
Tracking and analyzing KPIs
QUALIFICATIONS
1-3 years of experience.
Engineering, Math, Finance or related bachelor’s degree from top university required.
Proficient in the latest version of Microsoft Office Suite (Excel, Word, PowerPoint)
Previous real estate / finance experience through coursework, internship, or previous role required. Strong excel skills are a must. Private equity experience strongly desired. Experience with waterfall modelling desired.
Candidate must be highly analytical, detail oriented, and able to work in a fast-paced environment with a positive attitude.
Candidate will be expected to deliver on long term projects in a timely manner while managing day to day work load.
ABOUT VERITAS INVESTMENTS: Veritas Investments, Inc. is an experienced real estate investment manager that specializes in operating mixed-use multifamily and retail properties in the San Francisco Bay Area.
The company offers institutional and individual investors a vertically-integrated platform and a clearly defined investment strategy that focuses on acquiring classic, often architecturally distinctive properties in the area's most iconic neighborhoods, and then enhancing their income and value through building and management improvements. The company holds a track record for moving quickly on opportunities, executing efficiently on strategy, and delivering superior financial performance to investors while giving back to the community.
DON’T MEET EVERY SINGLE REQUIREMENT? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Veritas Investments, we are proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics. At Veritas Investments we are dedicated to building a diverse, inclusive, and authentic workplace and celebrate authenticity, so if you are excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Veritas Investments is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants for employment will receive consideration for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Veritas Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Recruiting Privacy Policy: https://www.veritasinvestments.com/wp-content/uploads/2024/03/Veritas-Recruiting-Privacy-Policy-March-2024.pdf
Top Skills
What We Do
Founded in 2007, Veritas Investments, Inc. is a technology-enabled real estate investment and management company that specializes in sustainably operating mixed-use multifamily properties in major West Coast markets.
Our buildings are classic, iconic landmarks in irreplaceable neighborhoods located in some of the most desirable locations in the Bay area in Los Angeles. Veritas leverages technology to offer a superior rental living experience to a frequently overlooked population: residents in small- to medium-size buildings.
With innovation at the core of our resident experience and operating platform, Veritas’s tech-inspired management platform reinvents how classic apartments are designed, leased, and managed.
Through its family of companies (including RentSFNow and GreenTree Property Management), Veritas offers investors the advantages of a vertically integrated platform that includes property acquisitions, finance, asset management, and reporting, project management, leasing, property management, redevelopment, and sustainability management.
