What are the responsibilities and job description for the Rotational Analyst position at 3E Management, LLC?
About the Position:
3E Management’s 24-month rotational program is designed to develop future leaders in real estate finance through immersive, hands-on experience across three core disciplines: Underwriting, Fund Services, and Asset Management. Participants rotate through each department over the course of the program and, upon successful completion, transition into a Senior Analyst role within one of these teams.
This role is ideal for highly motivated early-career professionals seeking deep technical exposure, accelerated responsibility, and a long-term career path in institutional real estate finance.
What You’ll Do:
You will rotate through 3 departments, spending 8 months in each:
(1) Underwriting
- Build and maintain institutional-quality financial models to support acquisitions, refinancings, and other real estate transactions.
- Perform sensitivity and scenario analyses to evaluate risk, returns, and capital structure decisions.
- Rapidly iterate and update models based on evolving deal terms and stakeholder feedback.
- Collaborate with senior team members to benchmark assumptions using proprietary data and market intelligence.
(2) Fund Services
- Support fund-level financial modeling, including cash management, portfolio-level scenario analysis, and distribution waterfalls.
- Assist with investor relations workflows, including capital calls, distributions, and compliance with Limited Partnership Agreements (LPAs).
- Participate in quarterly and annual fund reporting, preparing institutional-grade materials such as valuation schedules, projected returns, and liquidation analyses.
(3) Asset Management
- Maintain and update asset-level financial models to support ongoing performance tracking and decision-making.
- Prepare recurring asset management reports, variance analyses, and scenario modeling.
- Build and manage dashboards in Power BI (or similar tools) to visualize asset performance, trends, and benchmarks.
- Conduct market research using internal and external data sources to support reporting and strategic analysis.
Key Responsibilities:
- Complete a structured one-month onboarding and training period within each department to build foundational technical and operational knowledge.
- Attend weekly cross-departmental training sessions to develop a holistic understanding of 3E Management’s platform and services.
- Collaborate with team members to deliver data-driven insights that support client and internal decision-making.
- Contribute to team projects, assist with report preparation, and participate in strategic discussions across departments.
Who You Are:
- 0–2 years of professional experience, including internships or relevant coursework.
- Bachelor’s degree in Finance, Economics, Real Estate, Business, or a related field.
- Strong analytical skills with advanced proficiency in Excel (financial modeling experience preferred).
- Highly detail-oriented with the ability to manage multiple priorities in a fast-paced environment.
- Strong written and verbal communication skills with a proactive, problem-solving mindset.
- Intellectual curiosity and a genuine interest in real estate finance, data analysis, and business intelligence.
What We Offer:
- Competitive salary with performance-based bonuses.
- Professional development opportunities and mentorship from industry experts.
- Exposure to all facets of real estate finance, including asset management, underwriting, and fund services.
- Opportunity to advance to a Senior Analyst role in one of the departments upon successful completion of the program.