Financial Analyst

JOB SUMMARY

Financial Analyst supports the Finance Manager in building financial models, maintaining databases, capital raising, deal diligence, and tracking and analyzing KPI’s. Financial Analyst will work primarily with Finance and Capital Markets, but will also work cross departmentally with Investments, Analytics, and Technology.

ESSENTIAL DUTIES & RESPONSIBILITIES

Building and maintaining various financial models such as:

company model

fund waterfalls

promote forecasts

cash forecast

DCF & valuation model

Maintaining databases

investor reporting

loan management platform

schedule of real estate

contingent liabilities schedule

Working with technology and analytics team to transform operational data into usable business strategy dashboards

Assisting with capital raising

Deal due diligence

Tracking and analyzing KPIs

QUALIFICATIONS

1-3 years of experience.

Engineering, Math, Finance or related bachelor’s degree from top university required.

Proficient in the latest version of Microsoft Office Suite (Excel, Word, PowerPoint)

Previous real estate / finance experience through coursework, internship, or previous role required. Strong excel skills are a must. Private equity experience strongly desired. Experience with waterfall modelling desired.

Candidate must be highly analytical, detail oriented, and able to work in a fast-paced environment with a positive attitude.

Candidate will be expected to deliver on long term projects in a timely manner while managing day to day work load.

Must be willing to work additional hours when necessary.

ABOUT VERITAS INVESTMENTS:  Veritas Investments, Inc. is an experienced real estate investment manager that specializes in operating mixed-use multifamily and retail properties in the San Francisco Bay Area.

The company offers institutional and individual investors a vertically-integrated platform and a clearly defined investment strategy that focuses on acquiring classic, often architecturally distinctive properties in the area's most iconic neighborhoods, and then enhancing their income and value through building and management improvements. The company holds a track record for moving quickly on opportunities, executing efficiently on strategy, and delivering superior financial performance to investors while giving back to the community.

DON’T MEET EVERY SINGLE REQUIREMENT? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Veritas Investments, we are proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics. At Veritas Investments we are dedicated to building a diverse, inclusive, and authentic workplace and celebrate authenticity, so if you are excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Veritas Investments is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants for employment will receive consideration for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Veritas Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Recruiting Privacy Policy: https://www.veritasinvestments.com/wp-content/uploads/2024/03/Veritas-Recruiting-Privacy-Policy-March-2024.pdf