Senior Financial Analyst

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Summary

A well-established private real estate investment firm is looking for a Controller to take ownership of a broad range of fund accounting and financial reporting responsibilities. This is a high-visibility opportunity to work closely with senior leadership and investment professionals while helping support the firm’s continued growth.


Company Information:

A privately owned real estate investment manager with an established, diversified platform across U.S. real estate markets.


Job Description:
  • Support quarterly financial close and reporting processes
  • Assist with fund accounting, consolidations, and investment-level reporting
  • Coordinate with external tax, accounting, and other service providers
  • Prepare and maintain investor reporting and financial deliverables
  • Build and maintain Excel-based financial and waterfall models
  • Track investor capital activity, including contributions, distributions, and allocations
  • Support internal teams with financial analysis, transaction-related modeling, and ad hoc requests
  • Analyze fund and investment performance and investigate variances
  • Help improve financial reporting processes, models, and internal controls
  • Participate in special projects across Finance and Investments

Requirements / Qualifications:
  • 4+ years of relevant experience in fund finance, fund accounting, financial analysis, or investment management
  • Experience within an investment management, private equity, alternative investment, or similar environment
  • Strong understanding of fund structures, financial reporting, capital accounts, and investment performance
  • Advanced Excel skills, including financial modeling
  • Experience with investor reporting preferred
  • Strong communication and organizational skills
  • Ability to work independently while managing multiple priorities
  • High attention to detail and strong analytical capabilities

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