What are the responsibilities and job description for the Senior Fund Accountant/Financial Analyst @ Real Estate PE Firm position at Coda Search│Staffing?
Coda Search is partnering with a rapidly expanding real estate private equity firm with offices located in Jersey City. The team is seeking to hire a Senior Financial Analyst to support fund-level analysis, debt and loan covenant reporting, and performance analytics across a diversified real estate portfolio. This role partners with asset management, finance, with signifcant exposure to senior leadership.
Key Responsibilities
- Perform fund-level financial analysis across multiple real estate funds, including cash flow modeling, and variance
- Assist with preparing the monthly financial reporting package
- Prepare and maintain loan covenant reporting, including compliance tracking, lender analysis, borrowing base calculations,
- Develop and analyze portfolio and asset-level KPIs
- Support quarterly and annual budgeting and forecasting processes at the fund and asset level
- Partner with Asset Management and Accounting to analyze operating performance and identify trends, risks, and value-creation opportunities
- Assist with investor and management reporting, including dashboards, ad-hoc analyses, and presentation materials
Qualifications
- Bachelor’s degree in Finance, Accounting, Real Estate, or related field
- 3 years of experience in real estate private equity, real estate, asset management, or investment management
- Advanced Excel skills; experience with ARGUS, Power BI, or similar tools is a plus
- Detail-oriented with strong analytical, communication, and presentation skills
Salary : $140,000 - $150,000