About the role

  • Financial Investment Analyst responsible for evaluating M&A and real estate investments for Babilou Family US. Conducting financial modeling and supporting strategic decision-making.

Responsibilities

  • Analyze financial statements, market trends, and investment portfolios.
  • Prepare and present investment memoranda and financial reports to senior leadership. This includes strong excel and powerpoint skills.
  • Perform valuations and returns analysis using financial models, comparative market analysis, market studies, industry reports, and other techniques.
  • Develop and maintain financial models for acquisitions, dispositions (e.g., sale leaseback), tenant build-outs and other investment scenarios.
  • Perform meaningful outreach to prospective M&A targets and new site identification on the real estate side.
  • Conduct due diligence for real estate transactions, including lease reviews, operating statements, and third-party reports.
  • Conduct due diligence for M&A transactions, including financial due diligence, market due diligence, enrollment & staffing due diligence and third-party reports.
  • Collaborate with asset managers, brokers, and property managers to gather and interpret data.
  • Monitor and report on portfolio performance, identifying risks and opportunities.
  • Assist in budgeting, forecasting, and strategic planning initiatives.

Requirements

  • Bachelor’s degree in Finance, Real Estate, Economics, or related
  • 2–5 years of experience in either M&A, real estate finance, investment banking, underwriting or investment analysis
  • Proficiency in Excel, powerpoint and financial modeling is required
  • Strong understanding of valuation, capital markets, and investment structures.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple projects and meet tight deadlines.
  • Detail-oriented with strong organizational and problem-solving abilities.

Benefits

  • Health benefits are available upon start date.
  • Free Subscription to First Stop Health; receive ongoing care from doctors and prescribers through easy telehealth services.
  • Up to 75% discount on your child's tuition (Option for the initial $5,000 of tuition to be taken out of your paycheck before taxes through payroll deductions.)
  • Comprehensive benefits package, including health, dental, vision, and pet insurance.
  • 401k with company match.
  • Tuition reimbursement.
  • Career advancement and coaching.
  • Additional Paid Time off and Holidays.
  • Referral Program.

Job title

Financial Investment Analyst

Job type

Experience level

JuniorMid level

Salary

$100,000 - $115,000 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job