Senior Financial Analyst - Real Estate & Trust

Trust Asset Management (TAM) is the investment arm of NorthStar Memorial Group formed in 2009. TAM advises four internally managed private funds and 100+ separately managed accounts, with a total AUM of $1B as of December 2022. TAM is seeking a Sr. Investment Financial Analyst for our Home Office in the Galleria area of Houston. This position will provide support to Senior Management on cross-business projects at TAM such as investment portfolio management, real estate project management, financial analysis and risk management. It requires the ability to balance multiple projects across vastly different functions under tight deadlines. 

• Support portfolio management and investment reporting, including performance attribution analysis, monthly fact sheet, investment memorandum and compliance package.
• Analyze, underwrite and manage private real estate investments and private real estate development projects.
• Coordinate with real estate consultants, vendors and portfolio managers to plan, execute and monitor different real estate investment projects.
• Create and maintain investor presentations and provide support for other marketing efforts.
• Perform market research and quantitative analyses to support the investment committee in the decision making process.
• Use quantitative tools and techniques to measure and analyze investment risks.
• Create trade files, maintain trade capture and reconciliation processes.
• Other duties and responsibilities as assigned by Manager.

• 2-5 years’ experience of investment banking, private equity, real estates, consulting, financial services or asset management
• Proficiency in Microsoft Office (Excel, Word, PowerPoint)
• Experience in real estate project managements, including permit application, construction and real estate development, project financing a plus
• Strong understanding of financial markets and data analysis, including cash flow model and DCF analysis, investment risk & return metrics, and real estate valuation. Understanding in financial options, time series models and backtesting a plus.
• Undergraduate degree with majors in finance, economics, mathematics, engineering and/or accounting. Must have graduated with GPA of 3.5 or higher.
• CFA Charter holder preferred

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability or veteran status.

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