Executive Assistant – Financial & Investment Support - Remote

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.