Our client is an investment and corporate finance advisory firm supporting sophisticated transactions for high-net-worth and ultra-high-net-worth clients. Their work spans real estate, M&A, structured financing, and complex capital structures, often involving multi-entity and cross-border considerations.They operate with high standards, lean teams, and direct exposure to decision-makers and complex deal work.The RoleWe’re seeking a high-caliber Financial Analyst with strong investment banking–style financial modeling and valuation experience, particularly in real estate and structured transactions.This is a hands-on, execution-focused role suited to someone who is analytically sharp, “plug-and-play,” and comfortable operating independently within an established deal framework. You’ll work closely with senior leadership and initially receive onboarding support from an outgoing analyst and the Executive Director / Co-CEO.Role DetailsCommitment: Part-Time (starting at ~30 hours/week), with potential to grow to full-timeSchedule: Full availability during CET working hours (non-negotiable)Location: Fully RemoteEngagement: Independent Contractor * Start Date: ASAP
Rate: $10-15/hour, depending on level of experience (can be more if exceptional)
What You’ll DoFinancial Modeling & Deal Execution (Core Focus)Build and underwrite investment banking–level financial models, primarily single-asset real estate modelsAnalyze real estate assets, including:Cash flowsP&LsDSCR and debt metricsSensitivity and scenario analysisStructure and model complex capital stacks, including:Senior debtMezzanine financingPreferred equityWaterfall structuresTransaction SupportSupport transactions across:Real estate acquisitions and refinancingM&A transactionsGrowth and expansion capitalCorporate financingEvaluate deal viability, challenge assumptions, and stress-test scenariosPrepare internal investment analyses and decision-support materialsRequirements (Must-Have)2+ years’ experience in one or more of the following:Investment bankingPrivate equityCorporate financeTransaction advisoryStrong, hands-on experience with:Financial modelingValuationDeal underwritingProven ability to model and understand:Single-asset real estate transactionsStructured capital stacks, waterfalls, mezzanine and preferred equityStrong financial intuition and commercial common sense — not just technical skillComfortable working in a fast-paced, high-expectation environmentFull availability during CET working hoursNice-to-Haves (Strong Plus)Direct real estate transaction experienceExposure to hospitality, entertainment, or F&B real estateExperience supporting UHNW or institutional clientsCFA or progress toward CFA (or similar finance credentials)Ideal Candidate ProfileThis role is ideal for someone who:Enjoys hands-on deal execution, not just academic analysisIs comfortable working with complex structures and high-stakes decisionsCan operate independently while maintaining precision and disciplineThinks critically and challenges assumptions when neededIs looking for long-term growth rather than short-term project workRecruitment ProcessInitial InterviewClient InterviewOffer & OnboardingPowered by JazzHR
