Sr. Financial Analyst Associate (Valuations & FP&A), Investment Management

The Wolff Company is a fully integrated real estate private equity firm with a legacy dating back to 1949. Since launching its investment management platform Wolff has raised and managed more than $4.5 billion in discretionary capital. Wolff focuses on the multifamily sector through core/value-add acquisitions ground-up development and preferred equity strategies.

The Companys Investment Management platform manages the firms private real estate investment funds. Within Investment Management the Portfolio Analytics team supports fund performance oversight investment and portfolio monitoring and research to drive strategic initiatives and portfolio-level decision-making with the goal of maximizing each funds total return.

This role is hybrid with an expected in-office presence 3 days per week at our Scottsdale AZ office. Occasional additional in-office days may be necessary to support important projects collaboration or meetings.

What You Will Be Doing:

The Senior Analyst / Associate is a real estate valuations and financial planning and analysis (FP&A) professional who will help value the companys real estate assets quarterly as well as provide analytics on fund performance. They will identify quantify and validate operating and strategic initiatives that contribute to the funds financial performance. This role supports financial modeling reporting forecasting and valuation across fund and fund investments. The ideal candidate is motivated detail-oriented and analytical with advanced Excel modeling skills and the ability to present to management in a clear and concise manner.

Duties and Responsibilities

• Analyze property performance market data sales comparables and other inputs to prepare gross property valuation recommendations on a quarterly basis and help present recommendations to valuation committee.
• Calculate net asset value based up approved gross values by compiling inputs following company methodologies and ensuring accuracy with fund accounting team.
• Coordinate the annual asset appraisal process and support appraisal review.
• Maintain complex real estate fund and investment models for cash flow and investment return forecasting return attribution analysis and alternative scenario evaluation.
• Support financial performance oversight for each fund and portfolio investment through quarterly collection validation and monitoring of key operating liquidity investment return valuation and financial covenant metrics.
• Prepare and enhance recurring and ad hoc reporting packages for the management team and other stakeholders delivering key insights and analytics.
• Support the Investor Relations team in preparing quarterly and annual fund investor reports and fund marketing and investor meeting materials.
• Partner with Fund Accounting to manage fund liquidity for near-term cash needs and monitor metrics to support financial covenant compliance.
• Provide analytical support for value-add initiatives ad hoc portfolio transactions special projects and cross-functional requests.
• Drive continuous process improvement and analytical tool enhancements by utilizing advancing technology.
• Develop finance and business presentations and related supporting materials.
• Source analyze and summarize relevant macroeconomic capital markets and real estate market research.

Other

• Other duties as assigned.

Your Skills and Experience:

• Bachelors degree required (finance business management or accounting preferred). CFA and CAIA certifications a plus.
• 34 years of experience in financial planning and analysis (FP&A).
• Institutional real estate and private equity experience a plus.
• Solid understanding of accounting and finance principles.
• Advanced Excel financial modeling skills; strong Word and PowerPoint proficiency.
• Familiarity with Yardi and Power BI/Tableau; responsible AI use in FP&A (with controls compliance and data governance) a plus.
• Superior analytical and risk assessment skills.
• Strong written and oral communication skills.
• Strong business partnering and interpersonal skills.
• Organized flexible and adaptable to changing business conditions.
• Ability to work well in high-pressure situations to meet deadlines.
• Strong project management skills.
• Ability to multitask and manage numerous simultaneous priorities.
• High energy with strong ownership of work product and commitment to results.

WHY WOLFF

We offer a competitive total rewards package which includes:

• Medical dental and vision benefits
• 401k plus match
• Vacation and sick time
• Complimentary guest suite privileges
• Hybrid schedule
• And more

We celebrate diversity and welcome all qualified applicants regardless of race religion sex age national origin sexual orientation disability veteran status or genetic information. We are committed to maintaining a welcoming and equitable environment. To request reasonable accommodation to participate in the job application or interview process contact

COMPANY OVERVIEW

The Wolff Company is an integrated real estate investment firm focused on the mission-driven development and management of rental communities across North America.

Wolff combines a discretionary private equity platform with an integrated in-house asset management team. Wolff focuses on improving the lives of its residents by fundamentally redefining the residential rental experience while delivering outsized investment returns.

Since 1949 Wolff has promoted a people first culture that encourages relentless innovation steadfast execution faithful stewardship and continuous learning.