- Support financial managers in delivering timely and accurate results.
- Collaborate with departments across the company to create new analytical tools and generate insights from financial performance data.
- Assist in the annual budget preparation for different portfolios and consolidate the overall budget.
- Conduct financial and project data analysis, develop financial models, and prepare investment memos.
- Evaluate real estate investments, including debt and structured finance features.
- Prepare reports on enterprise performance for leadership reviews and Board meetings.
- Assist with transaction financing, including coordination of due diligence materials and analysis of competing bids.
- Formulate asset management plans, analyzing capital expenditures and conducting hold/sell analyses.
- Perform variance analysis, identify trends, and provide recommendations for improvements.
- Drive process improvements, including creating standard and adhoc reports, tools, and dashboards.
- Lead market research, data mining, and business intelligence functions.
- Familiarity with hotel industry reports from firms such as CoStar, STR, Kalibri, AirDNA, and/or Highland.
- Expert proficiency in Microsoft Office 365, especially Excel.
- Experience with cloudbased EPM solutions, specifically Planful (preferred).
- Minimum 1 year of experience in hospitality finance or related field.
- Bachelor's degree in Accounting, Finance, or Economics.
- Strong financial modeling skills with proficiency in Excel formulas and functions.
- Proficient in creating complex business presentations using Microsoft PowerPoint.
- Proactive with excellent interpersonal and critical thinking skills.
- Strong analytical abilities and good business acumen.
- Resultsoriented, analytical, and highly organized professional.
- Ability to streamline functions and a passion for continuous learning and growth.
- Strong written and oral communication skills.
- Comfortable with ambiguity and capable of working independently.
- Excellent presentation and communication skills.
- Significant experience in financial modeling.
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Analyst, Investments
1 week ago
Global Endowment Management Charlotte, United StatesTeam Description · We are currently seeking a generalist investment analyst, who will work across public and private asset classes. Analysts work closely with GEM's senior investment team to source, evaluate, and monitor investments, and interface with all members of the 75-pers ...
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Analyst, Investments
1 day ago
Global Endowment Management Charlotte, United StatesTeam Description · We are currently seeking a generalist investment analyst, who will work across public and private asset classes. Analysts work closely with GEM's senior investment team to source, evaluate, and monitor investments, and interface with all members of the 75-pers ...
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Investment Banking Analyst
1 week ago
Selby Jennings Charlotte, United StatesTitle: · Investment Banking Analyst · Company Summary: · We are currently partnered with a Middle Market Investment Bank looking to add an Investment Banking Analyst to their M&A coverage team in both Charlotte, NC and Dallas, TX. The firm is looking to continually grow and has ...
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Investment Banking Analyst
2 weeks ago
Global Accounting Network Charlotte, United StatesWe are seeking a skilled Investment Analyst to join a dynamic team. The Investment Analyst will play a critical role in conducting research, analyzing market trends, and providing actionable insights to support investment decision-making across various asset classes. The successf ...
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Investment Sales Analyst
2 weeks ago
CBRE Charlotte, United StatesInvestment Sales Analyst · Job ID · 157434 · Posted · 05-Mar-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Sales & Leasing, Sales Support, Sales/Brokerage · Location(s) · Charlotte - North Carolina - United States of America · About The Role ...
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Investment Senior Analyst
2 days ago
Ubiquity Management Group Charlotte, United StatesJob Description · Job DescriptionSalary: · Reporting to the Vice President Investments and Strategy, the Investment Senior Analyst / Associate will contribute to all parts of Ubiquity's investment process while supporting general portfolio company strategy and oversight. The pos ...
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Investment Sales Analyst
1 week ago
CBRE Charlotte, United StatesInvestment Sales Analyst · Job ID · 157434 · Posted · 05-Mar-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Sales & Leasing, Sales Support, Sales/Brokerage · Location(s) · Charlotte - North Carolina - United States of America · A ...
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Investment Banking Analyst
1 week ago
Selby Jennings Charlotte, United StatesTitle: Investment Banking Analyst · Company Summary: We are currently partnered with a Middle Market Investment Bank looking to add an Investment Banking Analyst to their M&A coverage team in both Charlotte, NC and Dallas, TX. The firm is looking to continually grow and has a gre ...
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Investment Analyst, Specialist
1 week ago
The Vanguard Group Charlotte, United StatesIn This Role You Will: · Leads the development of messaging of changes to Vanguard's methodology with respect to financial planning. Partners with subject matter experts to design solutions to meet changing business needs, regulatory requirements, and to position Vanguard's advi ...
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Senior Analyst, Investment Grade
1 week ago
Barings Charlotte, United StatesAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collabora ...
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Institutional Investment Operations Analyst
1 week ago
Apex Systems Charlotte, United StatesJob Title: Institutional Investment Operations Analyst · Location: Charlotte, NC | Hybrid 3x/week · Contract Length: 18+ months · Pay Rate: $30 - $37 an hour · Top Requirements: · 2+ years of experience in Institutional Investment Operations/DTC Settlements. · Proficiency in col ...
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Investment Sales Senior Analyst
2 weeks ago
CBRE Charlotte, United StatesInvestment Sales Senior Analyst · Job ID · 161884 · Posted · 11-Apr-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Sales Support, Sales/Brokerage · Location(s) · Charlotte - North Carolina - United States of America · Are you ready to start a ...
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Investment Sales Senior Analyst
6 days ago
CBRE Charlotte, United StatesInvestment Sales Senior Analyst · Job ID · 161884 · Posted · 11-Apr-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Capital Markets · Location(s) · Charlotte - North Carolina - United States of America · Are you ready to start an ...
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Investment Sales Senior Analyst
3 days ago
CBRE Charlotte, United StatesInvestment Sales Senior Analyst · Job ID · 161884 · Posted · 11-Apr-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Capital Markets · Location(s) · Charlotte - North Carolina - United States of America · Are you ready to start an ...
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Investment Sales Senior Analyst
1 week ago
CBRE Charlotte, United StatesInvestment Sales Senior Analyst · Job ID · 161884 · Posted · 11-Apr-2024 · Service line · Advisory Segment · Role type · Full-time · Areas of Interest · Sales Support, Sales/Brokerage · Location(s) · Charlotte - North Carolina - United States of America · Are you rea ...
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Financial Planning and Investment Analyst
1 week ago
Ryan Consulting Group Charlotte, United StatesJob Description · Job Description · ROLE AND RESPONSIBILITIES: · - Support financial managers in delivering timely and accurate results. · - Collaborate with departments across the company to create new analytical tools and generate insights from financial performance data. · - ...
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Investment Banking Analyst I/II
1 week ago
Raymond James Charlotte, United StatesJob Description - Investment Banking Analyst I/II - Health Care (Charlotte, NC · Job Description · Investment Banking Analyst I/II - Health Care (Charlotte, NC) · - · 2401172 · Description · Job Summary · Analysts are given a high level of responsibility as members of a specif ...
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Lead Retail Investment Research Analyst
3 weeks ago
Wells Fargo & Co. Charlotte, NC, United States**Lead Retail Investment Research Analyst -Global Manager Research** · Location: Charlotte, North Carolina, St Louis, Missouri **Job ID** R At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates w ...
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Investment Banking Analyst I/II
1 week ago
Raymond James Financial Incorporated Charlotte, United StatesJob Summary · Analysts are given a high level of responsibility as members of a specific industry or product-focused team. Analysts formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prepare documents related ...
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Investment Banking Analyst I/II
2 weeks ago
Raymond James Charlotte, United States**Description** · **Job Summary** · Analysts are given a high level of responsibility as members of a specific industry or product-focused team. Analysts formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios and prep ...
Financial Planning and Investment Analyst - Charlotte, United States - Ryan Consulting Group
Description
Job Description
Job DescriptionROLE AND RESPONSIBILITIES:
QUALIFICATIONS AND EDUCATION REQUIREMENTS:
PERSONALITY & PEOPLE SKILLS: