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Financial Analyst
Veritas Investments San Francisco, CA
$86k-106k (estimate)
Full Time 1 Week Ago
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Veritas Investments is Hiring a Financial Analyst Near San Francisco, CA

JOB SUMMARY

Financial Analyst supports the Finance Manager in building financial models, maintaining databases, capital raising, deal diligence, and tracking and analyzing KPI’s. Financial Analyst will work primarily with Finance and Capital Markets, but will also work cross departmentally with Investments, Analytics, and Technology.

ESSENTIAL DUTIES & RESPONSIBILITIES

Building and maintaining various financial models such as:

company model

fund waterfalls

promote forecasts

cash forecast

DCF & valuation model

Maintaining databases

investor reporting

loan management platform

schedule of real estate

contingent liabilities schedule

Working with technology and analytics team to transform operational data into usable business strategy dashboards

Assisting with capital raising

Deal due diligence

Tracking and analyzing KPIs

QUALIFICATIONS

1-3 years of experience.

Engineering, Math, Finance or related bachelor’s degree from top university required.

Proficient in the latest version of Microsoft Office Suite (Excel, Word, PowerPoint)

Previous real estate / finance experience through coursework, internship, or previous role required. Strong excel skills are a must. Private equity experience strongly desired. Experience with waterfall modelling desired.

Candidate must be highly analytical, detail oriented, and able to work in a fast-paced environment with a positive attitude.

Candidate will be expected to deliver on long term projects in a timely manner while managing day to day work load.

Must be willing to work additional hours when necessary.

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$75,000 - $90,000 a year
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ABOUT VERITAS INVESTMENTS: Veritas Investments, Inc. is an experienced real estate investment manager that specializes in operating mixed-use multifamily and retail properties in the San Francisco Bay Area.

The company offers institutional and individual investors a vertically-integrated platform and a clearly defined investment strategy that focuses on acquiring classic, often architecturally distinctive properties in the area's most iconic neighborhoods, and then enhancing their income and value through building and management improvements. The company holds a track record for moving quickly on opportunities, executing efficiently on strategy, and delivering superior financial performance to investors while giving back to the community.

DON’T MEET EVERY SINGLE REQUIREMENT? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Veritas Investments, we are proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics. At Veritas Investments we are dedicated to building a diverse, inclusive, and authentic workplace and celebrate authenticity, so if you are excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Veritas Investments is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants for employment will receive consideration for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Veritas Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Recruiting Privacy Policy: https://www.veritasinvestments.com/wp-content/uploads/2024/03/Veritas-Recruiting-Privacy-Policy-March-2024.pdf

Job Summary

JOB TYPE

Full Time

SALARY

$86k-106k (estimate)

POST DATE

05/04/2024

EXPIRATION DATE

07/03/2024

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The job skills required for Financial Analyst include Microsoft Office, PowerPoint, 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.

02/10/2022: Newark, NJ

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.

01/12/2022: Laramie, WY

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.

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