Financial Analyst - Real Estate
The Quest Organization
Boston, MA
Financial Analyst - Real Estate / Family Office
Vertically integrated real estate investment firm with a growing portfolio across Boston, Washington DC, and surrounding markets. The firm manages acquisitions, development, construction, leasing, and operations in-house and is building toward a private REIT platform with institutional-grade reporting and governance.
This is a high-visibility role working directly with the Principal, owning underwriting, development budgeting, and portfolio-level reporting. Youll build the financial infrastructure supporting a scaled, institutional-quality real estate platform.
Responsibilities:
Acquisitions & Underwriting
- Build detailed acquisition models with full pro formas and documented assumptions
- Analyze rent comps, operating expenses, capex, and returns (IRR, equity multiple, CoC, NPV)
- Prepare investment memos for internal and external stakeholders
- Maintain standardized underwriting templates
Development & Construction
- Create and manage full development budgets (hard/soft costs, financing, contingencies)
- Track draws and budget vs. actuals with variance analysis
- Model full-cycle development returns through stabilization
Portfolio & Operating Analysis
- Build annual property budgets and quarterly reforecasts
- Analyze operating performance, identify trends, and drive cost efficiencies
- Model NNN leases, CAM reconciliations, and tenant recoveries
Institutional Reporting
- Produce portfolio-level reporting (NAV, FFO, AFFO)
- Maintain KPI dashboards (NOI, occupancy, lease metrics, debt schedules)
- Support lender reporting, refinancing, and capital allocation decisions
- Prepare investor-ready materials and reporting packages
Qualifications:
- 5+ years of real estate financial analysis, underwriting, or development finance
- Experience with institutional owners, private REITs, or investment firms
- Advanced Excel modeling (build-from-scratch capability required)
- Strong understanding of real estate valuation, capital structures, and reporting metrics
- Experience with development budgets, draws, and variance tracking
Preferred: Yardi, Argus, REIT reporting exposure, CFA/CAIA/CCIM
About the Company
The Quest Organization
For over 30 years, The Quest Organization and its related entities have been a highly respected leader in Executive Search and Business Advisory Services, taking a holistic approach to finding not only the most talented individuals for “C” level executives and Middle Management Professionals, but making sure that our clients have truly defined their need both from a technical perspective and an overall “fit perspective. The hallmark of our success is the extraordinary experience and business acumen of our professional staff with a combined 50+ years of achievements in Executive Search and Advisory Services.
With backgrounds as CPAs in the Big “4″ and as financial professionals in industry, we are uniquely positioned to provide our clients with meaningful hiring recommendations, grounded in a thorough understanding of their overall business including their operations, finance, accounting, human capital and sales.
Our staff through their daily transactions in the employment marketplace and extensive participation in regional business organizations, is well positioned to provide candidates from mid level to CEO’s with insightful advice on career planning and positioning. Every candidate that we represent, benefits from a comprehensive interview to ensure they are considered for appropriate opportunities which match their capabilities, experience, desired compensation and quality of life attributes. We are known to provide the most meticulous interview preparation and follow through in the industry.