Financial Reporting Analyst/Sr. Analyst – Investor Relations and Capital Formation
Financial Reporting Analyst/Sr. Analyst prepares investor communications, cash-flow projections, and presentations for a $13B real-estate investment firm, using Excel, PowerPoint, and CRM tools.
- Compensation
- Not disclosed
- Location
- Chevy Chase, Maryland, United States
- Work setup
- Onsite
- Seniority
- Senior
- Employment
- Not specified
- Experience
- Not specified
- Category
- Finance
- Posted
Skills
Must have
- Entry level to two years of relevant work experience, preferably within an investor relations, fund accounting, or fund management capacity at an alternative investment, placement agent, or investment
- Bachelor’s Degree with excellent academic credentials
- Excellent proficiency in modeling commercial real estate principles, market analysis, and valuation
- Data management experience - ability to analyze qualitative and quantitative information and translate into strategic deliverables
- Ability to analyze GAAP financial statements, balance sheets, income statements, and cash flow reports
- Strong proficiency with MS PowerPoint, Excel, and Word
- Excellent communication skills, both written and oral
- Proficiency in Salesforce and Investran, preferred
- Ambitious self-starter with strong organizational skills, attention to detail, and effective time management
- A desire to work in a fast paced, collaborative and entrepreneurial environment
- Ability to work independently and within a team
Full description
Real Estate Private Equity is an exciting industry with the power to shape communities and change the built environment. The Analyst/Sr. Analyst role at FCP is a unique opportunity to launch a career in this sector, offering an amazing training ground that includes working directly with the firm’s leadership and other industry leaders, development of core financial and analytical skills and an opportunity to make an impact early in your career.
FCP is a leading real estate investment company that has invested in or financed more than $13 billion in assets nationally since its founding in 1999. We are currently seeking a Financial Reporting Analyst/Sr. Analyst to join our Washington, DC Investor Relations and Capital Formation team.
YOUR IMPACT:
As a Financial Reporting Analyst/Sr. Analyst, you will support our clients and investment decisions by:
- Preparing investor communications including quarterly reporting, notifications, and inquiry templates
- Creating financial analyses, including cash flow projections and fund-level calculations
- Preparing, proofreading and formatting internal and external presentations
- Preparing briefing materials and prospecting investor information ahead of meetings and speaking engagements
- Maintaining investor information within CRM database and investor portal
- Developing due diligence and capital raising deliverables including DDQs, RFPs, RFIs, quantitative datasets, and on-site investor materials
- Monitoring investor relations email account and prepare responses to investor correspondence, inquiries, and requests
- Analyzing qualitative and quantitative information and translate into strategic deliverables
- Coordinating with internal and external stakeholders to schedule meetings and conference calls
- Organizing the annual investor conferences, including preparing presentation materials and event management
- Contributing to the development and optimization of data processes and infrastructure across the IR/Capital Formation function
YOUR QUALIFICATIONS:
- Entry level to two years of relevant work experience, preferably within an investor relations, fund accounting, or fund management capacity at an alternative investment, placement agent, or investment consulting firm
- Bachelor’s Degree with excellent academic credentials
- Excellent proficiency in modeling commercial real estate principles, market analysis, and valuation
- Data management experience - ability to analyze qualitative and quantitative information and translate into strategic deliverables