Financial Analyst (Investment Team)

Position Summary

The Financial Analyst reports to the Investments Leadership Team and supports financial analysis, reporting, research, financial modeling, and project-based initiatives across Bedrock's Investments team, including Acquisitions & Dispositions, Capital Markets, and Public Finance. This role partners cross-functionally with stakeholders across the organization to evaluate investment opportunities, analyze financial performance, support strategic decision-making, and advance key business initiatives.

Essential Functions

• Perform financial and operational analyses to support business decisions, projects, and strategic initiatives.
• Develop, maintain, and update financial models, forecasts, budgets, and other analytical tools.
• Analyze property, portfolio, project, and investment performance and identify key trends, risks, and opportunities.
• Assist with underwriting, due diligence, market research, and financial evaluations for transactions, projects, and business initiatives.
• Prepare reports, presentations, and supporting materials for leadership, stakeholders, and business partners.
• Gather, analyze, and interpret financial, operational, and market data to support recommendations and decision-making.
• Partner with internal stakeholders to collect information, validate assumptions, and evaluate business opportunities.
• Monitor and report on financial and operational performance metrics.
• Support transactions, projects, and portfolio-related activities as assigned.
• Support special projects and strategic initiatives across the organization.
• Perform other duties as assigned.

Position Requirements

• Bachelor's degree in Real Estate, Finance, Economics, Business Administration, or a related field. -

Additional information

(Required)1-3 years of experience in commercial real estate financial analysis supporting preferably business areas such as acquisitions, dispositions, capital markets, public finance, or related areas with the commercial real estate industry.

• Experience analyzing financial and operational data and presenting findings to stakeholders.
• Experience developing or working with financial models, forecasts, budgets, or reporting tools.
• Proficiency in Microsoft Excel and other financial reporting and analysis tools.
• Experience preparing reports, presentations, and business recommendations.
• Experience managing multiple projects, priorities, and deadlines simultaneously.
• Yardi, Argus, Power BI, or similar systems experience preferred.

Key Competencies

• Communication: Effectively communicates information clearly and professionally, adapts messaging to the audience, and builds positive working relationships with residents, guests, and team members.
• Planning & Organization: Manages time and priorities effectively, adapts to changing needs, and executes tasks with attention to detail and accuracy.
• Problem Solving: Identifies and addresses routine issues using sound judgment, collaborates with others as needed, and escalates more complex situations appropriately.
• Culture & Ethics: Demonstrates integrity, professionalism, and respect in all interactions, contributing to a positive and inclusive environment aligned with organizational values.
• Technical Skills: Demonstrates the skills and knowledge needed to perform role responsibilities effectively and collaborates with others to support team and organizational goals.
• Leadership & Accountability: Demonstrates accountability by setting and meeting expectations, taking ownership of responsibilities, building positive relationships, modeling organizational values, and adapting effectively to change.

Work Environment

• Bedrock is an in-person, five-day-a-week workplace. All team members are expected to work on site Monday through Friday during standard business hours, unless otherwise specified by their role or designated shift.
• Some roles may have flexibility to work remotely on Fridays, based on the nature of the work and business needs. This flexibility is granted at the discretion of the Company and may be adjusted at any time.
• Prolonged periods of sitting and computer use; occasional movement between buildings; occasional ability to lift up to 15 lbs.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities and may be modified periodically.