Financial Analyst

Argonaut InvestmentsLarkspur, CA, United States

6 hours ago

Job type

Full-time

Job description

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