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Financial/Research Analyst

SageView Partners
San Antonio, TX Full Time
POSTED ON 1/17/2025 CLOSED ON 4/15/2025

What are the responsibilities and job description for the Financial/Research Analyst position at SageView Partners?

Job Summary :

The Financial / Research Analyst is responsible for analyzing, underwriting, and evaluating investment opportunities. This role involves financial modeling, market research, and providing actionable insights to support acquisitions, dispositions, asset management, and development decisions.

Key Responsibilities :

  • Financial Analysis & Modeling :
  • Develop detailed financial models for acquisitions, developments, leasing, and investment opportunities.
  • Perform discounted cash flow (DCF) analysis, IRR, NPV, and sensitivity analyses.
  • Market Research & Due Diligence :
  • Conduct comprehensive market research to assess trends, competitive landscapes, and demand drivers.
  • Gather and analyze data on property values, rents, cap rates, and operating expenses.
  • Underwriting & Investment Evaluation :
  • Prepare underwriting packages to evaluate risk and return profiles for potential investments.
  • Assist in preparing investment committee presentations and executive summaries.
  • Portfolio Performance Monitoring :
  • Monitor and evaluate the performance of current assets, identifying areas of opportunity or risk.
  • Generate reports and presentations for stakeholders regarding portfolio status and financial projections.
  • Collaboration with Stakeholders :
  • Work closely with internal teams (asset management, property management, acquisitions, and development) to align financial insights with company strategies.
  • Liaise with external parties such as brokers, lenders, investors, and consultants.
  • Reporting & Compliance :
  • Prepare quarterly and annual financial reports, ensuring compliance with relevant accounting standards.
  • Support loan applications, refinancing efforts, and capital market transactions.

Qualifications : Education :

  • Bachelor’s degree in Finance, Real Estate, Economics, or a related field. Master’s degree preferred.
  • Experience :

  • 1-3 years of experience in commercial real estate, finance, or a related field.
  • Proficiency in financial modeling and real estate valuation.
  • Technical Skills :

  • Advanced knowledge of Excel, including macros, pivot tables, and complex formulas.
  • Familiarity with real estate analysis software (e.g., Argus, CoStar, Yardi).
  • Strong understanding of financial metrics.
  • Soft Skills :

  • Analytical mindset with exceptional attention to detail.
  • Strong verbal and written communication skills.
  • Ability to manage multiple projects and deadlines in a fast-paced environment.
  • Additional Requirements :

  • Knowledge of local and national real estate markets.
  • Ability to travel occasionally for site visits and property evaluations.
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