Financial Analyst

Job Title: Financial Analyst

Department: Portfolio Management

FLSA: Exempt

Reports To: VP, Portfolio Management

Purpose:

The Financial Analyst supports the Portfolio Management team by providing accurate, data-driven financial analysis to inform decisions related to asset performance, leasing strategy, and investment forecasting.  This role is responsible for maintaining and updating valuation models, collaborating across departments to assess variances, and delivering insights that support the overall investment strategy.  The Financial Analyst is critical to ensure that portfolio-level financial data is reliable, well-communicated, and aligned with CapRock’s business objectives.  

Essential Duties and Responsibilities:

• Assist the Portfolio Management Team in preparing and maintaining both quarterly pro forma reforecasts and quarterly valuation (Fair Value) models in Argus and Excel, for CapRock’s existing assets and development projects located throughout the Western U.S. and Texas. 
• Collaborate with the Development, Asset Management and Accounting Teams to reforecast returns (on a quarterly, or as-needed basis) based on current market leasing assumptions, projected development/TI/LC costs, and actual monthly income and expense data.  This includes helping generate variance reports against the original investment committee pro forma and working with CapRock’s internal teams to explain any material variances. 
• Work with the Asset Management Team and to a lesser extent, the Acquisitions Team as needed to determine various assumptions including, but not limited to, overall market information, competition, lease rates, absorption figures, cap rates, etc. 
• Prepare pro forma scenario analysis (including but not limited to) prospective leases, speculative tenant improvements, potential refinancing and hedging, hold-sell analysis, and other requests as needed.
• Maintain a library of supporting documentation of market and property information used in CapRock‘s proformas and valuation models.
• Contribute information and analysis to the monthly, quarterly, and annual management reports provided to investors.
• Review and understand leases, loan documentation, fund documentation and other pertinent information to accurately model their financial impacts on investment proformas and valuations.
• Assist Asset Management in the financial analysis of leases during the lease negotiation process.
• Assist in special projects of the Portfolio Management and executive team.

Qualifications and Skills:

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.  
• 2-4 years of experience as an analyst in the commercial real estate industry, preferably with exposure to industrial assets. 
• Strong financial modeling skills with advanced proficiency in Excel and Argus; ability to build and maintain complex valuation models and waterfalls.
• Proven ability to analyze leases, market data, and financial documents to support investment decisions.
• Highly organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment. 
• Effective communicator with the ability to present financial insights clearly to both technical and non-technical audiences.
• Collaborative team player with a proactive, problem-solving mindset.  
• Argus certification and Yardi experience are a plus.

Physical Requirements and Work Environment:

Acknowledgment:

I acknowledge that I have read and understand the job description for the Financial Analyst. I understand that this job description is not an exhaustive list of all responsibilities, duties, and skills required for this position. Additional tasks may be assigned as needed. I also acknowledge that my employment is at-will, meaning that either the company or I may terminate my employment at any time, with or without cause or notice.