2 Jobs in Newport Beach, CA
Caprock Partners Management Inc is Hiring a Financial Analyst Near NEWPORT BEACH, CA
Essential Duties and Responsibilities:
- Collaborate with the Development, Asset Management and Accounting Teams to reforecast returns (on a quarterly, or as-needed basis) based on current market leasing assumptions, projected development/TI/LC costs, and actual monthly income and expense data. This includes helping generate variance reports against the original investment committee pro forma and working with CapRock’s internal teams to explain any material variances.
- Assist the Portfolio Management Team in preparing and maintaining both quarterly pro forma reforecasts and quarterly valuation (Fair Value) models in Argus and Excel, for CapRock’s existing assets and development projects located throughout the Western US and Texas.
- Work with the Asset Management Team and Acquisitions Team as needed to determine various assumptions including, but not limited to, overall market information, competition, lease rates, absorption figures, cap rates, etc.
- Prepare pro forma scenario analysis (including but not limited to) prospective leases, speculative tenant improvements, potential refinancing and hedging, hold-sell analysis, and other requests as needed.
- Maintain a library of supporting documentation of market and property information used in CapRock‘s pro formas and valuation models.
- Contribute information and analysis to the monthly, quarterly, and annual management reports provided to investors.
- Review and understand leases, loan documentation, fund documentation and other pertinent information to accurately model their financial impacts on investment pro formas and valuations.
- Assist in special projects of the Portfolio Management and executive team.
- An undergraduate degree in Business, Finance, Accounting, or a related field is required.
- 1-3 years of experience as an analyst in the commercial real estate industry, preferably with exposure to industrial assets.
- Excellent quantitative skills using Excel and Argus. Argus certification preferred. Yardi experience preferred.
- Ability to adapt and problem-solve in a fast paced, constantly changing business environment.
- Positive, upbeat, can-do attitude with strong interpersonal skills willing to engage with team members.
- Highly competitive base salary - $75,000-$85,000
- Yearly bonuses on the overall success of the company and additionally your individual contributions
- An impressive, 100% employer-paid medical PPO, dental, and vision coverage for employee and eligible dependents
- 15 days PTO/Sick time (three weeks)
- 10 paid holidays
- A fun, collaborative, and team-based environment
- Quarterly birthday lunches and other department and company-wide team bonding events
- An abundance of snacks, fruit, coffee, and tea all day every day!
- PEOPLE before projects
- Strive for EXCELLENCE
- FIDUCIARY responsibility is a sacred Trust
- INTEGRITY always
- BLESSED to be a Blessing (10%)
- Industrial real estate is a TEAM SPORT
- NO is not an Answer
- 40 hours per week during standard business hours Monday through Friday 8:00-5:00.
- CapRock values its employees and its culture. We foster team mentality by working closely and collaborating across departments. It is through our in-person workplace and culture that we can effectively collaborate and have continued success. For this reason, our expectation is for employees to work from a CapRock office five days a week, except in limited circumstances permitted by CapRock Policy.
Job Summary
Full Time
$76k-94k (estimate)
05/28/2024
08/20/2024
The job skills required for Financial Analyst include Analysis, Accounting, Problem Solving, Finance and Accounting, Collaboration, 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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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.
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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.
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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.
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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.
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Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.
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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.
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Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.
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With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.
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Step 3: View the best colleges and universities for Financial Analyst.
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