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Financial Analyst

Financial Analyst

Argonaut InvestmentsLarkspur, CA, United States
Hace 7 horas
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

Financial Analyst (Full-Time)

Location : Larkspur, CA

Reports to : Director of Finance – Acquisitions

Company Overview

Argonaut Investments is a privately owned, professionally managed real estate investment management firm focused on acquiring and operating necessity-based retail properties across the Western United States. With a fast-growing portfolio and a disciplined investment approach, we are seeking a dynamic Financial Analyst to join our high-performing acquisitions and finance team.

Position Summary

The Financial Analyst will play a key role in supporting the company’s acquisitions pipeline and portfolio performance initiatives. This role reports directly to the Director of Finance / Acquisitions and will collaborate closely with investment, asset management, and executive leadership teams. The ideal candidate is detail-oriented, financially savvy, and eager to grow within a dynamic real estate investment platform.

Key Responsibilities Acquisition Analysis & Execution

  • Underwrite new real estate acquisitions by building and maintaining detailed financial models in Excel and ARGUS.
  • Analyze potential acquisition targets, including review of offering memoranda, leases, rent rolls, operating statements, budgets, loan documents, and third-party reports.
  • Assist in the preparation of investment committee materials and presentation decks for internal and external stakeholders.
  • Support due diligence workflows by coordinating with brokers, attorneys, lenders, and consultants.
  • Maintain deal-level checklists, timelines, and document control during transaction execution.

Portfolio Analysis & Strategy

  • Conduct financial analyses on the existing portfolio (currently 37+ assets), including refinancing, sale scenarios, and long-term hold projections.
  • Support quarterly and annual asset valuations and performance reviews, tracking against underwriting and business plan targets.
  • Assist in preparing investor and lender reporting, including capital updates, NOI and return forecasts, and capital events.
  • Research & Market Intelligence

  • Research local and regional market trends to inform underwriting assumptions.
  • Monitor peer and comparable transactions to benchmark acquisition and disposition metrics.
  • Team Collaboration

  • Work cross-functionally with acquisitions, finance, asset management, and operations teams.
  • Present analysis findings in clear, concise formats to support decision-making.
  • Qualifications

    Education : Bachelor’s degree in Finance, Real Estate, Economics, or Accounting required. Advanced degree or relevant certifications (e.g., CFA, CPA, MSRE) are a plus.

    Experience : 2–4 years of relevant work experience in commercial real estate, finance, investment banking, or consulting, with a focus on financial modeling and transaction execution.

    Technical Skills :

  • Proficiency in Microsoft Excel, Word, and Outlook.
  • Experience with ARGUS and / or Yardi strongly preferred.
  • Strong understanding of real estate financial concepts including NOI, IRR, cap rates, waterfalls, and debt structures.
  • Candidate Profile

  • Excellent analytical and quantitative abilities with attention to detail.
  • Strong written and verbal communication skills.
  • Highly organized and able to manage multiple workstreams under tight deadlines.
  • Self-starter with the ability to work independently and collaboratively.
  • Professional, motivated, and eager to grow in a fast-paced, entrepreneurial environment.
  • Compensation & Benefits

    Competitive compensation package, commensurate with experience.

    Health and 401(k) plan with company match.

    Opportunity for advancement within a growing real estate investment firm.

    To Apply

    Please email your resume and salary requirements to tbaldacci@argoinvest.com.

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    Financial Analyst • Larkspur, CA, United States

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