Financial Analyst

Osprey Management is seeking a Financial Analyst to support investment and asset management decisions for Crystal View Capital. This full-time role is based on-site in Las Vegas, Nevada, focusing on underwriting, portfolio performance analysis, budgeting and forecasting, and investor reporting across real estate investment activities.

Role Overview

The Financial Analyst builds and refines financial models and reports that help evaluate acquisitions, monitor portfolio results, and communicate performance to internal and external stakeholders. Working closely with teams across acquisitions, asset management, accounting, and investor relations, the role supports Investment Committee preparation and ongoing reporting cycles.

Key Responsibilities

• Build, update, and maintain financial models to evaluate investment performance, including IRR, MOIC, and cash-on-cash returns.
• Develop acquisition underwriting models with market, operating, and debt assumptions, including sensitivity analysis and return calculations.
• Monitor and interpret portfolio performance trends, identifying opportunities or concerns as they emerge.
• Conduct financial due diligence for assets under contract, including T12 and rent roll review, expense normalization, capex, and loan terms, with occasional site visits.
• Prepare IC memos and present underwriting and portfolio analysis to the Investment Committee.
• Assist with annual budgeting for real estate assets and corporate operations.
• Run variance analysis between budget, forecast, and actual results, delivering insights and recommendations to management.
• Support scenario and sensitivity analyses for investment decision-making.
• Prepare and refine financial reports, investor updates, and performance dashboards for internal and external audiences.
• Collaborate with the Senior Financial Analyst and Investor Relations to develop content for Investment Committee meetings, roadshows, and quarterly investor reporting.
• Ensure financial presentations are accurate, clear, and delivered on time.
• Perform in-depth market and industry research to support underwriting, asset management, and corporate strategy.
• Maintain competitive benchmarks and market trends relevant to the company’s portfolio and target acquisitions.
• Coordinate with accounting, asset management, acquisitions, and operations to align financial models, operational metrics, and reporting standards.
• Identify opportunities to streamline reporting processes and improve analytical tools.
• Reconcile models and investor reporting to the GL and source documents, including model version control and documentation.
• Maintain organized records for models, reports, and analysis.
• Perform other duties as assigned by management.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 2 to 4 years of experience in financial analysis, financial modeling, investment analysis, or a related role.
• Advanced Microsoft Excel skills, including financial modeling, complex formulas, pivot tables, and data analysis.
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis.
• Experience building and maintaining financial models, including cash flow projections, scenario analysis, and investment return calculations.
• Knowledge of investment performance metrics including IRR, MOIC, and cash-on-cash returns.
• Ability to use AI tools to speed up modeling, research, and reporting, with independent verification of all AI-generated output against source data.
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and communicate findings effectively.
• Excellent attention to detail, strong organization, and the ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills, including cross-department collaboration and presentation to management.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.

Tools & Technologies

• Microsoft Excel
• Microsoft Office
• PowerPoint
• AI tools
• Rent Manager
• Power BI

Compensation & Benefits

• Annual salary: $80,000 to $90,000
• Potential bonus opportunities
• 401(k) plan
• Medical benefit stipend of $525 per month
• Dental insurance
• Vision insurance
• Life, Hospital & Critical Illness insurance benefits available
• Pet insurance
• Holiday pay
• Paid Time Off (PTO)
• Work/home life balance
• Opportunities for career advancement

Location & Schedule

• Las Vegas, NV (on-site)
• Full-time role
• Deadline-driven work around month-end and quarter-end reporting cycles

Local Applicant Requirement

• Local applicants only: only candidates currently residing in or attending school in the Las Vegas metropolitan area will be considered.

Preferred Qualifications

• Experience in commercial real estate, private equity, investment management, or asset management.
• Experience with real estate acquisition underwriting, investment analysis, or portfolio performance reporting.
• Familiarity with Rent Manager, Power BI, and/or other reporting and data visualization tools.
• Experience working with cross-functional teams, including accounting, acquisitions, operations, and investor relations.
• Experience with Manufactured Housing Communities or Self-Storage.