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Financial Analyst - Portfolio Management

Fairfield Residential

San Diego, California

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Asset Management, Budgeting, Business Administration, Business Plan, Coaching, Commercial Real Estate, Communication Skills, Cross-Functional, Decision Support, Finance, Financial Analysis, Financial Modeling, Forecasting, Interpersonal Skills, Investment Management, Investment Strategy, Leadership, Market Analysis, Market Trend Analysis, Mentoring, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Net Present Value (NPV), Organizational Skills, Performance Analysis, Portfolio Analysis, Presentation/Verbal Skills, Quality of Care, Real Estate, Residential Construction, Team Player, Time Management, Training/Teaching, Trend Analysis, Work From Home, Writing Skills
LOCATION
San Diego, California
POSTED
Today
This position is based at our corporate office in San Diego, CA, with in-office attendance required Monday through Thursday and remote work on Fridays.

About Fairfield
If you're driven and looking for a collaborative workplace that makes a difference, you just might be a fit for Fairfield! We are a leader in the multifamily housing industry and we're passionate about creating exceptional apartment living. As we continue to grow, we're dedicated to investing in our people. Our culture is built on trust, support, and the drive to do great work. Whether you're launching your career or bringing years of experience, you'll find opportunities to make an impact, develop your skills, and be part of something bigger. Come build your future with us!

About the Role
The Financial Analyst - Portfolio Management plays a key role in forecasting, valuation, market analysis, and reporting for Fairfield's funds and joint ventures. You'll partner closely with portfolio managers, asset managers, and executives to help ensure our investment strategies are well-informed, data-driven, and aligned with performance expectations.

What You'll Do
Below is a snapshot of what this role is all about. While there is more to it, this is the core focus.

Portfolio Monitoring & Forecasting
• Support monitoring of asset performance and variances
• Assist with forecasting against budget and proforma
• Help identify performance trends and market patterns

Financial Modeling & Analysis
• Build complex models, valuations, and projections
• Prepare sensitivity analyses and financial summaries
• Conduct market and performance ranking research

Reporting & Presentations
• Contribute to internal and investor reporting packages
• Develop presentation materials for senior leadership
• Assist with special reports and analysis as needed

Cross-functional Collaboration
• Work with portfolio and asset managers to inform business plans
• Coordinate with multiple teams to support decision-making
• Assist with special projects requiring financial insight

Why You'll Love Fairfield
We're all about creating communities that people are proud to call home. Being a part of Fairfield means more than a rewarding career with personal growth. It's a partnership, working alongside colleagues in an open-dialogue environment that encourages growth and the sharing of ideas. We know that our associates are a key ingredient to our success, and we're proud to reflect that in our culture.
  • Driven by Vision: We are a vertically integrated operator and investment manager in the multifamily sector with in-house development, construction, acquisition, and property and asset management services. As we continue to grow, we want you to grow with us.
  • Career Growth & Learning: Fairfield values new ideas at every level. We offer training, coaching, and mentoring to help associates develop their careers and inspire them to create change for the better.
  • Culture of Collaboration: Enjoy a professional, supportive environment where we work together to drive meaningful impact.
  • A Company that Cares: We are proud to offer robust benefit packages with a focus on both quality of care and affordability. We offer competitive compensation plans, 401(k) matching, and paid time off, including sick days and volunteer time off (VTO) to support causes that matter to you.

What We're Looking For
• Bachelor's degree from an accredited university required, with a preferred major focus in finance, accounting, or real estate
• MBA is a plus but is not required
• Preferred 1+ years of work experience in commercial real estate, financial analysis, accounting, or related fields; relevant internship experience may be applied toward this requirement
• Advanced knowledge of Microsoft Excel is required (knowledge of macros is a plus), as well as working knowledge of Microsoft Word and PowerPoint
• Financial modeling experience is preferred
• Complete understanding of basic financial concepts such as IRRs, NPVs, time value of money, etc.
• Desire to learn and grow professionally in the commercial real estate industry Outstanding organizational skills and ability to work under pressure to meet multiple deadlines
• Strong written, verbal, and interpersonal communication skills
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About the Company

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Fairfield Residential

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