Acquisitions and Portfolio Finance Analyst
Beacon Communities LLC is a privately-owned real estate firm that develops and manages multifamily housing. The Acquisitions and Portfolio Finance Analyst will support the Director of Portfolio Finance & Acquisitions by underwriting acquisitions, monitoring asset performance, and supporting investment strategies that balance risk and affordability.
Responsibilities
- Build and maintain detailed project level financial models for current Beacon assets and potential acquisitions
- Analyze market fundamentals, operating pro formas, sources and uses, capital stack assumptions, and regulatory constraints that affect value and risk
- Perform sensitivity, scenario, and risk analyses related to interest rates, rents, expenses, vacancy, and subsidy availability
- Evaluate feasibility of acquisition opportunities
- Prepare financial materials for lenders, investors, credit committees, and public funding agencies
- Monitor and analyze post acquisition performance relative to underwriting expectations
- Analyze Beacon’s portfolio and maintaining workbooks that track property level detail in both excel and Smartsheet
- Partner with asset managers to identify capital reinvestment needs, operational risks, and strategic recapitalization or refinance opportunities
- Prepare financial reports and schedules required by investors and lenders
- Support transaction execution including due diligence, financing coordination and legal review
- Collaborate with lenders, public agencies, housing finance authorities, and operating partners
- Assist with structuring consents from finance partners and investor buy outs
- Support structuring of preservation equity, preferred equity and joint venture equity investments
- Provide analytical support for Director and the Executive team’s needs
- Participate in cross departmental teams to advance mission aligned housing initiatives
Skills
- Bachelor's degree in finance, Real Estate, Economics, Mathematics, or related discipline
- 1–3 years of experience in investment management, private equity real estate and/or affordable housing
- Advanced Excel modeling skills – the ability to structure waterfalls for a multifamily property is a plus
- Strong working knowledge of Yardi, Costar, and/or Smartsheet is a plus
- Must be comfortable communicating with and presenting to investors, lenders, and Executive leadership
- Occasional travel required
Benefits
- Health & Wellness Benefits. We offer plans for quality medical, dental, and vision coverage to all employees regularly scheduled to work a minimum of 24 hours or more per week. HSA/FSA options are also available.
- Work-Life Balance. On top of offering 13 paid holidays per year, we have an attractive paid time off policy that includes vacation days, personal days, sick time, wellness days, summer flex time, volunteer days and early close Fridays.
- Retirement planning. We offer a 401k program with a company match.
- 100% Company-Paid Life Insurance. With affordable options to elect voluntary life, critical illness, hospital care or accidental injury coverage.
- Access to an Employee Assistance Program (EAP), Childcare & Eldercare Support, Career Development and Advancement Opportunities… and more!
Company Overview