Financial Analyst, Real Estate

Technical Skills

• Advanced Excel required, including dynamic model‑building and the ability to build models from scratch
• PowerPoint fluency, with the ability to develop clear, well‑structured presentations that effectively communicate analysis and recommendations
• Ability to automate repetitive analytical tasks (Python, VBA, or equivalent) is a meaningful differentiator
• Actively uses AI tools to accelerate research, drafting, and analysis, thoughtfully balancing their use with independent thinking

Professional Qualities

• Exercises sound judgment, with the ability to identify key insights, prioritize relevant information, and filter out noise in both data and discussions
• Strong written communication skills demonstrated through clear, analytical memos, emails, and presentation materials
• Resourceful and self‑directed, with a demonstrated ability to find answers independently
• Intellectual curiosity about markets, capital flows, and the drivers of real estate value
• Comfortable operating in ambiguous environments and building process where none exists
• Demonstrates persistence and follow‑through to bring work to completion without requiring close oversight

• Bachelor’s degree required in finance, real estate, economics, or a related analytical field
• 2-4 years of experience at an institutional real estate firm (investor, owner, operator, developer, REPE, REIT, or institutional advisory)
• Demonstrated experience owning financial models, not just populating templates
• Exposure to multiple property types and full‑cycle transaction experience through closing strongly preferred
• CFA candidacy, MSRE, or MBA a plus, but not required

• N/A

The physical demands and work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. 

While performing the duties of this position, the employee is regularly required to sit, speak, hear, and communicate effectively with others in person, by telephone, and through electronic communications. The employee is frequently required to use a desktop computer, laptop, multiple monitors, keyboard, and other standard office equipment, including desk phones and/or mobile phones, for extended periods of time. The employee may occasionally be required to stand, walk, reach with hands and arms, bend, stoop, and lift or move items weighing up to 15 pounds.

This position is primarily performed in a professional office environment within a broker-dealer and trading floor setting. The position may involve prolonged periods of desk work and computer usage, as well as the ability to manage multiple priorities and work under deadlines. The work environment is generally fast-paced and may include frequent interruptions, multiple simultaneous conversations, ringing phones, market alerts, and elevated noise levels. Employees seated on or near the trading floor may be exposed to raised voices, active trading activity, and ongoing television or financial news broadcasts, particularly during periods of increased market activity or volatility. The employee must be able to maintain professionalism, concentration, and effective communication in a dynamic, time-sensitive environment.

The above job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of employees in this role. Management reserves the right to modify, add, or remove duties and to assign additional responsibilities as business needs require. This job description does not constitute an employment contract, and employment with Cabrera Capital is at-will, meaning that either the employee or the Company may terminate the employment relationship at any time, with or without notice, and with or without cause, subject to applicable law.

Employees must be able to perform the essential functions of the position satisfactorily, with or without reasonable accommodation. Reasonable accommodations may be provided to qualified individuals with known disabilities in accordance with applicable law, unless doing so would create an undue hardship on the Company’s operations.