Richard, Wayne & Roberts
Financial Analyst – Real Estate Strategy & Portfolio Optimization
Manhattan | Hybrid
Tampa FL
Chicago, IL
Must have retail or restaurant industry experience!
This isn’t traditional brokerage or asset management. This is a fast-moving advisory role supporting national retailers, restaurants, financial institutions, and private equity firms on high-impact real estate decisions — restructurings, acquisitions, portfolio optimization, and more.
This isn’t traditional brokerage or asset management, it’s a fast-moving advisory group that partners with national retailers, financial institutions, and private equity firms on big portfolio decisions. Lots of visibility, real client interaction, and a mix of analytics + project oversight.
Why it’s compelling: You’d work directly with a
Principal
and play a critical role supporting major companies through restructuring, acquisitions, and portfolio optimization. Your day would blend analytical work, workflow management, and client interaction.
A typical day includes:
Reviewing and cleaning deal data from dealmakers (Excel + Salesforce)
Updating models, forecasts, KPIs, budgets, and reporting that drive high‑stakes decisions
Setting up new projects and distributing updated data/models to the dealmaking team
Scrubbing deal terms, identifying issues, and preparing packages for client review
Interface with client finance/lease accounting teams to ensure accuracy
Participating in approval meetings twice weekly and tracking decisions
Coordinating with negotiators on documents, counteroffers, and lease administration
Quick role snapshot:
Support 2–6 major projects
10% modeling / 40% reporting / 50% coordination
Exposure to ~60% of client REC meetings
Fast pace, entrepreneurial culture, strong mentorship, and real growth
If this sounds like something you’d want to explore, I’d love to connect and walk you through the details.
#J-18808-Ljbffr
Tampa FL
Chicago, IL
Must have retail or restaurant industry experience!
This isn’t traditional brokerage or asset management. This is a fast-moving advisory role supporting national retailers, restaurants, financial institutions, and private equity firms on high-impact real estate decisions — restructurings, acquisitions, portfolio optimization, and more.
This isn’t traditional brokerage or asset management, it’s a fast-moving advisory group that partners with national retailers, financial institutions, and private equity firms on big portfolio decisions. Lots of visibility, real client interaction, and a mix of analytics + project oversight.
Why it’s compelling: You’d work directly with a
Principal
and play a critical role supporting major companies through restructuring, acquisitions, and portfolio optimization. Your day would blend analytical work, workflow management, and client interaction.
A typical day includes:
Reviewing and cleaning deal data from dealmakers (Excel + Salesforce)
Updating models, forecasts, KPIs, budgets, and reporting that drive high‑stakes decisions
Setting up new projects and distributing updated data/models to the dealmaking team
Scrubbing deal terms, identifying issues, and preparing packages for client review
Interface with client finance/lease accounting teams to ensure accuracy
Participating in approval meetings twice weekly and tracking decisions
Coordinating with negotiators on documents, counteroffers, and lease administration
Quick role snapshot:
Support 2–6 major projects
10% modeling / 40% reporting / 50% coordination
Exposure to ~60% of client REC meetings
Fast pace, entrepreneurial culture, strong mentorship, and real growth
If this sounds like something you’d want to explore, I’d love to connect and walk you through the details.
#J-18808-Ljbffr