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DJM Capital Partners, Inc.

Financial Analyst

Full Time
Real Estate Field
  • Acquisitions
San Jose
Postal Code
United States

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POSITION TITLE:                Financial Analyst

JOB STATUS:                      Full-time/Exempt

COMPENSATION:             Competitive

SUMMARY OF DUTIES                                                                                                                                                                  


The financial analyst role will work primarily in an acquisitions role, while providing support to the asset management teams as required.


  • Underwrite property acquisitions and prepare investment memos for approval by the Investment Committee.
  • Conduct market analysis for acquisitions, utilizing proprietary tools to assess property risk. 
  • Assist in property due diligence, including ordering/reviewing third party consultant reports and ALTA surveys, preparing lease abstracts, assisting in title review and summarizing findings in the investment memo.
  • Interface with lender to provide information/documentation as necessary.
  • Provide company and investment information to (potential) investors upon request.

Asset Management:

  • Provide analytical support on existing property portfolio, including conducting hold-sell-finance-refinance analysis, evaluating major tenant leasing transactions, preparing written memos summarizing the analysis as needed.
  • Work with Finance Department in long term forecasting and financial modeling on existing property portfolio, utilizing Microsoft Excel and ARGUS. 
  • Assist in preparing monthly, quarterly and annual investment reports, valuations and projections.
  • Prepare other ad hoc analyses and tasks as requested.

QUALIFICATIONS REQUIRED                                                                                                                                      

  • Bachelor’s Degree in Real Estate and/or Finance from a four-year college/university
  • 0-2 years of professional experience, with a passion for real estate
  • Financial modeling knowledge required, with familiarity with IRR and NPV calculations
  • Must be proficient in Microsoft Office Applications (Excel, Word and PowerPoint)
  • Experience with Argus Enterprise (preferred but not necessary)
  • Proactive, strong self-motivation and work ethic
  • Good organizational skills, must be able to handle multiple projects and have ease in changing priorities
  • Ability to work in a deadline-driven and entrepreneurial environment
  • Committed to delivering the highest quality work product; strong attention to detail and accuracy
  • High integrity, with the ability to keep information strictly confidential

Job Functions

  • Acquisitions
  • Asset Management
  • Financial Analysis

Job Sector

  • Retail


1+ to 2 years

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