Benefits:

Paid time off
401(k) matching
Dental insurance
Training & development
Vision insurance

Job Description – Financial Analyst, ( Investments & Portfolio Analytics)

Waterstone Properties Group, Inc. is a privately owned real estate development company founded in 2005 with a diverse portfolio of properties in the United States totaling over 7 million square feet of space among more than 50 properties. We specialize in the creation of retail shopping centers, mixed-use properties, corporate headquarters, and campuses, in addition to specialized medical facilities.

The Financial Analyst, Investments & Portfolio Analytics will provide analytical and financial modeling support across the Capital Markets, Development, and Asset Management teams. This role is responsible for developing and maintaining complex financial models, supporting investment decisions, monitoring portfolio performance, preparing quarterly valuations, and assisting with budgeting, forecasting, and capital project analysis. The ideal candidate is highly analytical, detail-oriented, and passionate about commercial real estate investing.

Primary Responsibilities

Provide analytical support to the Capital Markets, Development, and Asset Management teams across portfolio management, development, capital improvements, leasing and other related capital markets initiatives.
Develop, maintain, and enhance complex Excel-based financial models supporting various teams to support strategic investment decisions.
Prepare and maintain development pro formas, discounted cash flow models, investment return analyses, sensitivity analyses, buy/sell/hold analyses, and internal valuation models.
Analyze leasing activity against approved business plans, including evaluation of leasing assumptions, tenant improvement costs, leasing commissions, downtime, rental rate changes, and projected investment returns.
Maintain and update ARGUS Enterprise models with current lease information, operating budgets, capital expenditures, market leasing assumptions, and approved business plans.
Prepare quarterly property valuations and portfolio performance analyses utilizing discounted cash flow and capitalization methodologies.
Assist with cash management, liquidity forecasting, debt reporting, and capital planning initiatives.
Perform ad hoc financial analyses, scenario modeling, and sensitivity analyses to support executive decision-making and investment committee presentations.
Support the annual operating budget and periodic forecasting process. Asset Manager role?
Support monitoring of operating performance against approved budgets and business plans, identifying variances and recommending corrective actions. Asset Manager role?
Analyze, monitor, and report on capital improvement projects, redevelopment initiatives, and tenant construction projects in coordination with Design & Construction and Asset/Property Management teams.
Develop reporting tools and dashboards to improve portfolio monitoring, investment performance measurement, and decision support.
Prepare presentation materials, financial summaries, and investment memoranda for senior management, financing partners, and investment committees.
Support financing transactions through preparation of lender underwriting materials, cash flow analyses, debt sizing models, and due diligence requests.
Identify opportunities to improve financial models, reporting processes, and analytical tools through automation and process enhancements.

Qualifications

Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related field.
2–5 years of experience in commercial real estate finance, acquisitions, asset management, development, investment banking, valuation, or a related analytical role.
Experience underwriting commercial real estate investments across multiple asset classes, with retail experience preferred.
Strong understanding of real estate financial concepts, including discounted cash flow analysis, capitalization rates, IRR, NPV, debt sizing, and investment return metrics.

Required:

Advanced proficiency in Microsoft Excel, including sophisticated financial modeling and sensitivity analysis.
Strong working knowledge of ARGUS Enterprise.
Ability to work in Needham , MA daily

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

As the commercial real estate industry tries to keep up with the new-world order, Waterstone is blazing new trails— going beyond the expected to create places that people want to go to and, in many instances, need to go to. All while thoughtfully, creatively adding experiential and bottom-line value to real estate opportunities.

Going beyond square feet to provide asset-driven solutions to complex business problems.
Going beyond conventional retail centers to create vibrant, immersive, experiential-based communities.
Going beyond buildings to master plan state-of-the-art medical facilities that improve lives.
Going beyond the expected to design and build intricate logistics, warehousing and data-centers.
Going beyond leasing to create build-to-suit, build-to-own corporate headquarters and offices.

(if you already have a resume on Indeed)

Or apply here.

* required fields

First Name*

Last Name*

Email*

Phone*

Yes, Text Me!

I consent to receiving text messages about this hiring process and, if hired, future job related information from Waterstone Properties Group.

Message and data rates may apply. Message frequency varies. Reply STOP to opt out. Reply HELP for help. See our User Terms of Service and Privacy Policy for details.

Get faster updates with texting!

Message and data rates may apply. Message frequency varies. Reply STOP to opt out. Reply HELP for help. See our User Terms of Service and Privacy Policy for details.

Location

Address

City

States

ZIP Code

Resume/CV *

Type/Paste Text

Cover Letter

Type/Paste Text

Recent Job Title

Recent Employer

How many years of previous experience do you have as a Financial Analyst?*

What is your desired salary for this role?*

Are you skilled at Excel modeling and currently use Argus*

U.S. Equal Opportunity Employment Information (Completion is voluntary)

You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Gender

Race/Ethnicity

Disability Status

Form CC-305
OMB Control Number 1250-0005
Expires 4/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

Alcohol or other substance use disorder (not currently using drugs illegally)
Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Intellectual or developmental disability
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Short stature (dwarfism)
Traumatic brain injury

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Veteran Status

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Referral code from a current employeeIf no code provided, add their name instead.