Senior Real Estate Analyst

We are seeking a Senior RE Analyst to join our Los Angeles-based client. In this role, you will support the financial oversight and long-term performance optimization of a diversified portfolio of real estate assets. The successful candidate will play a critical part in portfolio analytics, underwriting, investor reporting, and capital planning initiatives.

Why Consider this Role:

• Direct impact on portfolio strategy and capital planning
• High exposure to executive leadership and capital partners
• Opportunity to influence long-term asset performance across a mission-driven housing platform
• Collaborative, growth-oriented environment

Responsibilities:

• Lead property and portfolio-level financial performance analysis, identifying trends, risks, and value-enhancement opportunities
• Perform complex financial modeling, DSCR variance reporting, and portfolio forecasting
• Lead underwriting and financial due diligence for acquisitions, dispositions, LP exits, and resyndications
• Develop and present sensitivity analyses, valuation models, and investment memoranda
• Prepare, review, and present annual operating budgets and reforecasts
• Monitor monthly, quarterly, and annual financial reporting, conducting detailed variance and cash flow analysis
• Provide oversight of third-party property management financial reporting to ensure accuracy and lender/regulatory compliance
• Review audits, tax returns, and financial statements; prepare executive-level summaries highlighting key financial insights
• Oversee residual receipts calculations, distribution waterfalls, and fee collection processes
• Coordinate property inspections and contribute to capital needs assessments and long-term capital planning strategies
• Analyze occupancy, rent collection, and bad debt trends to identify operational and portfolio risk
• Interpret and summarize key provisions within LPAs, regulatory agreements, loan/bond documents, and HAP contracts to support executive and board-level decision-making
• Serve as a primary point of contact for investors, lenders, and auditors regarding portfolio performance and compliance
• May supervise and mentor one or more financial analysts

Minimum Qualifications:

• Bachelor’s degree
• 5 years of financial analysis experience; 1 year in a senior capacity
• Proficient in MS Excel (advanced) and Power BI, Python, and SQL

Preferred Qualifications:

• Bachelor’s degree in finance, Real Estate, Business, or related field
• Prior affordable housing or real estate experience
• Experience with LIHTC, Section 8, HOME, and affordable housing regulatory compliance
• Experience reviewing partnership and loan documentation
• Strong understanding of accounting principles, budgeting, and forecasting
• Strong written and verbal communication skills, including executive-level presentation ability
• Ability to manage multiple projects and deadlines in a fast-paced environment
• Collaborative, proactive, and solutions-oriented

*The below represents the lowest to highest expected salary range for this job opening upon hire. Our client will consider job-related factors including, but not limited to, education, qualifications, certifications, experience, skills, geographic location, and business or organizational needs when determining pay.