Financial Analyst

Key Responsibilities

Portfolio Performance and Analysis- Portfolio Services- Pegasus

• Collaborate with portfolio services to ensure portfolio properties maximize revenue and control expenses, generating consistent monthly cash flow and enhancing long-term value.
• Conduct proactive analysis of market data, property operations metrics, and detailed expense and revenue trends to identify issues or opportunities requiring property management’s attention.
• Provide detailed rent analysis to support operational and strategic decision-making.

Asset Management and Strategy- McCann

• Perform regular site visits to engage with Regional Property Managers and on-site staff, ensuring alignment with financial and operational goals.
• Participate in quarterly asset management and strategy meetings with senior staff to review portfolio performance and set objectives.
• Support the property budgeting process in collaboration with property management and senior staff.
• Draft institutional-grade equity investment packages for potential acquisition and development partners.

Acquisitions and Dispositions- McCann

• Support new acquisitions by coordinating due diligence and drafting due diligence memos in collaboration with senior staff.
• Assist in dispositions by working with senior staff and listing brokers to provide diligence information and address inquiries during the sale process.
• Provide underwriting support for acquisition and development opportunities to evaluate financial viability and strategic fit.
• Tour properties as needed to evaluate potential acquisition opportunities.

Marketing and Business Development- Pegasus

• Create case studies and content that highlight the company’s capabilities and analytical expertise.
• Provide underwriting support for new business opportunities, identifying operational improvements and integrating analytical insights into sales pitches.

Pegasus Residential Support

• Analyze property operations data, expenses, and revenues for the Pegasus management portfolio, delivering actionable insights to senior staff and the Pegasus team.
• Collaborate with senior staff to highlight analytical capabilities in Pegasus’ sales pitches and support underwriting for new business opportunities.

Qualifications

• Bachelor’s degree in Finance, Real Estate, Economics, or a related field and/or equivalent experience of at least 4-years in field.
• Strong proficiency in Excel and financial modeling, with experience underwriting real estate investments.
• Excellent analytical skills with the ability to interpret complex market and operational data.
• Strong communication and collaboration skills to work effectively with property management, senior staff, and external partners.
• Detail-oriented with the ability to manage multiple projects and meet deadlines.
• Knowledge of multifamily real estate operations, budgeting, and capital projects preferred.
• Ability to conduct site visits and engage with on-site teams.

Work Environment

•  In-office role based in Alpharetta, GA
• Collaborative work with property management, senior staff, and external stakeholders.
• Fast-paced environment requires proactive problem-solving and strategic thinking.