Dream is looking for a Financial Analyst
Dream is always looking for the best and brightest to join our thriving community. Dream’s US Industrial Fund Team is currently looking for a Financial Analyst. The Financial Analyst will report to the Portfolio Manager and work on a wide range of projects while assisting with the Fund’s strategy execution and day-to-day operations. The analyst will be involved in various aspects of financial analysis and support reporting, modelling and the creation of presentations.
Who are you?
There’s a lot happening and it’s happening fast. Do you have strong analytical and financial analysis skills? Are you highly responsive, with a knack for anticipating needs and delivering on your commitments in a timely manner? If so, read on. We want to hear from you.
You have a flair for communication, both written and verbal. You are proud to be both a team player and an independent self-starter, with the organizational skills to ensure that when needed you work well with minimal supervision. You are innovative, with a proven ability to identify, evaluate and develop new ideas and support them with impressive results.
We want to bring on someone who is eager to learn, work hard, and have fun. This is a chance for you to take on responsibilities, be a part of exciting new opportunities, and help your team achieve its goals, all in a work environment that is fast-paced, dynamic and fun. Are you ready?
What will you do?
Below are some of the primary responsibilities you will be taking on in this role. There will be more, but we can discuss those in person.
- Coordinate the completion of quarterly reporting to partners/investors.
- Create and maintain financial models using Excel software for cash and income forecasting, asset management, and various variance and sensitivity analysis.
- Responsible for portfolio analytics and calculation of fund level key performance metrics (i.e. IRRs, time weighted returns, etc.).
- Coordinate quarterly external valuations and perform detailed review; maintain valuation policies.
- Create and enhance internal and external reports and presentations.
- Respond and manage quarterly investor questionnaire process and assist client relations team with due diligence requests from prospective investors.
- Monitor debt compliance, liquidity needs across portfolio and assist in coordinating capital calls and distributions.
- Assess Fund performance vs. benchmarks, such as NCREIF indexes.
- Assist and track Fund related initiatives (ESG, strategy).
- Collaborate with cross-functional teams to evaluate business results against Corporate KPIs, and provide updated financial forecasts to investors and senior management.
- Coordinate with various teams to compile the annual budget for senior management approval.
- Maintain a financial forecast model to provide pro-forma financial statements for senior management.
- Assist in the production of annual strategic plans.
- Analyze, review, and summarize operational and financial data, and communicate findings to investors and senior management through concise charts and tables.
- Perform data analytics and ad-hoc analysis as required for senior management for insights and trends.
- Proactively seek out opportunities to streamline and optimize existing processes for continuous improvements.
What type of experience do you have?
These are only some of the things we’d like you to bring to the table. We can cover the rest when we meet:
- At least 3+ years of experience through roles in finance, asset management, accounting, or investments; real-estate experience is a plus.
- Prior experience with private open-ended real estate funds is preferred.
- University degree with a background in business, economics, math, statistics, or engineering. In progress of pursuing a CPA or CFA is an asset.
- Advanced expertise in Microsoft Excel and PowerPoint.
- Highly proficient in financial modeling.
- Strong analytical and quantitative skills.
- Experience working with databases and programming languages for queries and performing data analytics.
- Have a strong interest in real estate, capital markets, and the motivation to constantly learn and challenge oneself.
- Good understanding of accounting concepts and familiarity with reading and analyzing financial statements.
- Proficient understanding of private equity return methodologies and calculations.
- Organized and detail-oriented; able to meet deadlines and quick-turnaround expectations.
- Strong work ethic with high integrity.
Who are We?
Dream is one of Canada’s leading real estate companies, with over $24 billion in assets under management across five Toronto Stock Exchange ("TSX") listed trusts and numerous partnerships across North America and Europe. We develop, manage, and invest in master-planned communities, income properties, and urban intensification, and develop land and residential assets in Western Canada.
Our employees are the heart and soul of our business performance, which is why we believe in putting people first.
Dream Unlimited is committed to workplace diversity and provides accommodations to applicants with disabilities throughout our hiring process.
Salary Range is $80,000-100,000 annually. Performance bonusing, benefits, 401K are also part of the total compensation offering.
