Finance Associate

Job Description: SDL is partnering with a leading Real Estate Investment firm in Boston, looking to add a Finance Associate to their team. This is a newly created role due to growth. This role is a mix of portfolio / fund analysis, preparing fund level financial models across numerous investment vehicles and integrating fund-level projections into the management company's annual & 5-year revenue forecasts. In addition, as it is a smaller firm, the individual will be involved in corporate FP&A working closely with the VP of Finance & CFO on long-term strategic finance. Key Responsibilities: Support portfolio monitoring and performance analysis across multiple real estate funds. Develop and maintain fund-level financial models to support forecasting, scenario analysis, and investment decisions. Prepare executive-level financial reports and presentations for internal stakeholders, investors, and partners. Collaborate with acquisitions, asset management, and finance teams to consolidate portfolio data and track key performance metrics. Identify and implement process improvements to enhance reporting accuracy, efficiency, and scalability. Assist in annual budgeting, reforecasting, and valuation processes for real estate portfolios. Qualifications: Bachelor’s degree in Finance, Real Estate, Economics, or a related field. 2-4 years of relevant experience in real estate investment, fund analysis, or portfolio management. Strong financial modeling skills with experience in fund-level modeling and performance tracking. Proven ability to prepare and present financial data to executive stakeholders. Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plus. Excellent analytical, organizational, and communication skills.

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