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Financial Analyst
$75k-92k (estimate)
Full Time | Part Time | Contractor 2 Weeks Ago
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Joule Capital Ventures is Hiring a Financial Analyst Near Houston, TX

Job Summary:

Joule Capital Ventures is a privately held commercial real estate investment firm specializing in the self-storage industry.

Joule Capital Ventures is seeking a professional and detail-oriented financial analyst to join our team. The financial analyst will support the financial and operational arms of all JCV owned/managed real estate assets. You will be responsible for underwriting and financial analysis of all investment opportunities, providing support and recommendations to maximize our investment strategies.

Responsibilities:

Perform financial analysis and due diligence on potential investment opportunities. Utilize tools and software to process and interpret financial information, identify trends and patterns.

Generate detailed reports on investment findings and recommendations. Monitor and evaluate the performance of exisiting investments using internal modeling and external property management software (e.g. Sitelink).

Prepare monthly and quarterly reports, coordinate and provide support with accounting department and investor relations coordinator.

Assist in the development of investment strategies and portfolio management activities, conduct cost accounting and cash flow analysis for investment projects, assist in budgeting, financial planning and forecasting.

Assist with lender financial reporting documents, tax returns, accounting data, real estate debt schedule, Partner financial information, etc.

Procedure Documentation. Document all procedures and best practices, contribute to the development of a standardized process for financial planning and forecasting.

Assist with the implementation of new processes and optimization of current internal models and databases.

Participate in special projects as needed.

Work with the marketing department to track and analyze the success of current promotions and marketing initiatives.

Strong written and verbal communication skills, excellent analytical skills with the ability to interpret complex financial data, ability to work independently and collaboratively.

Qualifications:

- Bachelor’s degree in finance, economics, accounting or related field

- 1-3 years of experience in finance, preferably self-storage

- Exceptional Proficiency in Excel, understanding of Zoho CRM a plus

- Proven experience as an investment analyst able to interpret complex financial data

- Strong written and verbal communication skills

- Exceptional problem solving skills

Job Types: Full-time, Part-time, Contract

Pay: $60,000.00 - $70,000.00 per year

Expected hours: 30 – 40 per week

Benefits:

  • 401(k) matching

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

Job Summary

JOB TYPE

Full Time | Part Time | Contractor

SALARY

$75k-92k (estimate)

POST DATE

04/10/2024

EXPIRATION DATE

04/22/2024

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The job skills required for Financial Analyst include Accounting, Financial Analysis, Financial Reporting, Problem Solving, Economics, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Analyst job description and responsibilities

Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

02/23/2022: Mcallen, TX

Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

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Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

12/27/2021: Dallas, TX

They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

12/11/2021: Manchester, NH

Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

12/07/2021: Baltimore, MD

Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

03/03/2022: Omaha, NE

To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

12/27/2021: Youngstown, OH

Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

12/11/2021: Burlington, VT

With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

03/06/2022: Burlington, VT

Step 3: View the best colleges and universities for Financial Analyst.

Florida Southern College
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