About Us:
We are a boutique Real Estate Investment Management firm specializing in direct access to off-market real estate investments, asset management, and debt advisory services tailored to third-party investors and asset owners. With a targeted and diligent approach, we deliver value through strategic business plans that focus on mid-cap properties in cities with robust market fundamentals, where our deep local expertise enables nuanced insights and precise market assessments. Our commitment to excellence in execution ensures long-term value creation for our clients.
Position Overview:
We are seeking a dynamic and skilled Financial Analyst ready to embark on a growth trajectory toward a Chief Financial Officer (CFO) role within our firm. This role is ideal for a professional with 3-5 years of finance experience within investment management sector, particularly with complex investment types such as private equity, corporate transactions, private debt, M&A, or infrastructure investments. The successful candidate will have a strong analytical background, a strategic mindset, and an ability to thrive in an entrepreneurial environment.
Key Responsibilities:
* Financial Analysis & Reporting: Conduct comprehensive financial analysis, develop financial models, and generate reports to assess investment opportunities in mid-cap real estate assets.
* Investment Evaluation: Analyze complex investment structures, including real estate deals, private equity, corporate transactions, and debt structuring, to support informed decision-making.
* Market Research & Due Diligence: Leverage local market knowledge and conduct in-depth research to evaluate the potential and risk factors associated with investment opportunities in targeted cities.
* Strategic Planning: Support the development of business strategies and financial plans that align with the company’s growth objectives and value creation for clients.
* Client Interaction & Advisory: Engage with third-party investors and asset owners, providing insights and recommendations based on detailed financial analysis and market assessments.
* Path to CFO: Progressively take on more responsibilities, evolving into a CFO role that will oversee financial planning, reporting, and strategy for the firm.
Qualifications:
* Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field. A Master’s degree or relevant certification (e.g., CFA, CAIA) is a plus.
* Experience: 3-5 years in investment management, with a focus on complex investment types such as private equity, corporate M&A, or infrastructure.
* Skills: Strong financial modeling and analytical skills, excellent attention to detail, and a proactive, entrepreneurial approach.
* Competencies: Strategic mindset, ability to assess local markets, and an understanding of real estate fundamentals.
* Languages: Proficiency in English; knowledge of German is an advantage.
Why Join Us?
As a Financial Analyst on the path to becoming our CFO, you will gain unique exposure to off-market investment opportunities and play a pivotal role in shaping our company’s growth. This is a rare opportunity to grow within a boutique firm, develop advanced investment management skills, and establish yourself in a high-impact leadership role.
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