Financial Analyst (Real Estate)

Sage Ventures LLCPikesville, MD

$60,000 - $80,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Compensation

$60,000-$80,000/year

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Financial Analyst (Real Estate)Sage Ventures is a full-service vertically integrated residential development and investment firm. As a collaboratively run corporation, we develop, own, rehabilitate, sell, and manage exceptional properties throughout the greater Baltimore/Washington region.Position Summary:The Financial Analyst will play a critical role in managing and analyzing our rental property investments, with specific emphasis on reporting and analysis. This role involves regular collaboration with upper management, the finance department, and operations. The ideal candidate should possess strong analytical skills, exceptional attention to detail, excellent communication abilities, and a solid understanding of the asset life cycle to ensure operational excellence and bottom-line optimization. To achieve this, close collaboration with the OPS team, including site visits, will be required to ensure alignment between OPS operations and Asset goals.Essential Functions:

Multi-Family Asset Planning & Goals - Track underwriting goals and KPIs, align budgets and capital plans with asset strategies, and collaborate on renovations and cost optimization.
Multi-Family Monthly Responsibilities - Oversee Month End Review (MER), manage utility billbacks via YES Energy, and process monthly lease renewals.
Multi-Family Quarterly Responsibilities - Support lender reporting (financials, green loan compliance, etc). Assist with investor distributions and quarterly analysis. Coordinate SWOT.
Multi-Family Annual Responsibilities - Contribute to budget prep and review, coordinate with operations for alignment, and support long-term capital planning.
Multi-Family General Responsibilities - Prepare executive presentations, maintain documentation and SOPs, assist with insurance and tax matters, and handle ad hoc projects.

Requirements:

Bachelor’s degree in finance, Real Estate, Business Administration, or related field.
2+ years of experience in asset management, real estate finance, or a related analytical role (internship experience considered).
Familiarity with Yardi or other property management/accounting software is a plus.
Proficiency in Microsoft Excel, PowerPoint, and data analysis tools.
Understanding of real estate financial concepts such as NOI, CAPEX, and budget variance analysis.

Benefits:We offer competitive salaries and excellent benefits, including: Salary Range: $60,000 - $80,000

Medical, vision, dental
PTO
401K with a company match
Employee Assistance Program
20% rental discount at our properties
Professional development in the multi-family housing industry

Sage Ventures is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.

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FAQs About Financial Analyst (Real Estate) Jobs at Sage Ventures LLC

What is the work location for this position at Sage Ventures LLC?

This job at Sage Ventures LLC is located in Pikesville, MD, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Sage Ventures LLC?

Candidates can expect a pay range of $60,000 and $80,000 per year.

What employment applies to this position at Sage Ventures LLC?

Sage Ventures LLC lists this role as a Full-time position.

What experience level is required for this role at Sage Ventures LLC?

Sage Ventures LLC is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Sage Ventures LLC for this role?

Sage Ventures LLC offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Career Development, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Sage Ventures LLC?

You can apply for this role at Sage Ventures LLC either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.