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Harbor Group Management

Financial Analyst

Full Time
Real Estate Field
  • Finance / Investment
New York City
Postal Code
United States

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The Purpose:  A Financial Analyst will be responsible for monitoring, tracking, and reporting on all aspects of a transaction - from the moment a deal goes to the investment committee until after its disposition.  This role is based in New York City.


Key Role Responsibilities:  


  • Assisting with investment management, including property and investment valuation, performance analysis, modeling, investor reporting, and special projects.
  • Analyze and monitor the financial performance of properties and investments including financial modeling, review of monthly financials, and benchmarking to budget
  • Provide support in the review of property budgets, historical performance, quarterly forecasts, and variance analyses
  • Understand underwriting, deal structure, investment levels, waterfalls, and risks/opportunities of an investment
  • Manage the equity and debt quarterly distribution process, including obtaining financial and accounting data
  • Identify and update the cash position for each property or investment to evaluate investor distributions
  • Assist with the analysis of new investments to ensure that the opportunity meets the goals and objectives of the portfolio for the global investment committee
  • Prepare performance analyses and assist with preparation and review of portfolio level and investor reports
  • Coordinate with Asset Managers and third-party appraisers for the review of property valuations, operating budgets, business plans, and SEC filings
  • Prepare and coordinate quarterly reports and ad hoc quarterly calls; assist in producing related reports
  • Assist in preparing annual conference materials, pitchbooks, performance memos
  • Supporting all aspects of the marketing and capital raising cycle from roadshows, marketing collateral, investor due diligence to closing of investor capital commitment

Primary Requirements Include: 


  • Bachelor’s degree in Finance or relevant business degree or equivalent work experience
  • 4-5 years of relevant experience of formal real estate investment in sell-side or buy-side, research, investment banking, finance or accounting
  • Understanding of real estate fundamentals or financial literacy
  • Proficient in Microsoft Word, Excel, Outlook & PowerPoint
  • Excellent interpersonal & communications skills, both verbal and written
  • To apply for this position please go to our Website: 



Job Functions

  • Financial Analysis
  • Investor Relations
  • Property Management

Job Sectors

  • Alternative Investments
  • Residential
  • Office
  • Retail


2+ to 5 years

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