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Executive Assistant – Financial & Investment Support - Remote

Posted 3 weeks ago

Overview

The Executive Assistant – Financial & Investment Support will provide high-level administrative, financial, and analytical support to the CFO, ensuring seamless workflow in investment planning, financial modeling, and accounting operations.

In Short

  • Serve as the primary executive support to the CFO, managing schedules, reports, and sensitive financial documents.
  • Organize meetings, investor presentations, and strategic planning sessions, ensuring materials are well-prepared.
  • Act as a liaison between internal teams, investors, and financial partners, streamlining communication and data flow.
  • Maintain strict confidentiality with all financial and investment-related information.
  • Assist in financial modeling and investment return analysis for commercial real estate assets.
  • Conduct DCF modeling, NOI projections, and sensitivity analyses to support investment decisions.
  • Work with Yardi Voyager & Forecast Manager to track lease financials, asset performance, and fund accounting.
  • Compile market research reports, including demographic heat maps and cap rate trends.
  • Support fund accounting by tracking capital contributions, investor distributions, and loan servicing.
  • Assist with monthly financial reporting, reconciliations, and variance analysis.
  • Prepare lender reports, investor summaries, and compliance documents.
  • Ensure accuracy in investment data entry, fund statements, and property-level financials.

Requirements

  • Exceptional organizational skills.
  • Strong financial acumen.
  • Experience in commercial real estate finance.
  • Background in accounting and financial analysis.
  • Strong executive support and communication skills.

Benefits

  • Remote work flexibility.
  • Competitive pay.
  • Supportive environment designed for professional growth.

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