Reports To: Portfolio / Investment Management Team
Position Objective
Support the financial monitoring of a multifamily real estate portfolio by collecting, organizing, and reviewing quarterly financial information from multiple sponsors and properties.The analyst will identify missing information, inconsistencies, and material variances, and communicate relevant findings to the internal team.
Key Responsibilities
Portfolio Monitoring:
Contact investment sponsors to obtain quarterly financial statements and supporting data.
Input financial information into standardized Excel reporting models.
Review data for missing figures, anomalies, or inconsistencies.
Analyze rental income, operating expenses, debt schedules, reserves, and other property-level financial information.
Compare current performance against prior periods or projections.
Flag material variances and follow up when additional information is required.
Maintain accurate financial information across multiple multifamily assets.
Reporting & AnalysisPerform financial statement and variance analysis.




Summarize key findings and discrepancies for the internal team.
Support recurring quarterly portfolio reporting.
Communicate clearly with sponsors and internal team members.
Requirements
Education:
Bachelor's degree in Accounting, Finance, Economics, Business, or a related field preferred.
Experience:
2–5 years of experience in accounting, financial analysis, real estate finance, asset management, or property accounting.
Experience analyzing multifamily properties strongly preferred.
Strong knowledge of financial statements, GL reconciliation, and variance analysis.
SkillsStrong accounting and analytical skills.
Excellent attention to detail.
Ability to identify financial inconsistencies and material variances.
Strong written communication skills.
Professional English proficiency.
Ability to work independently and manage recurring deadlines.
Technical SkillsAdvanced Microsoft Excel.
Experience with financial repor

📌 Financial Analyst Multifamily Real Estate (México)
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📍 México