Financial Analyst

Montegallo is seeking a motivated Junior Financial Analyst to support our real estate investment team through financial modeling, market research, and investment analysis. This is an excellent opportunity for an early-career finance professional looking to gain hands-on experience evaluating commercial and residential real estate investments while working alongside experienced investment professionals.

Responsibilities

• Assist with financial modeling and underwriting of real estate investment opportunities.
• Analyze property financials, cash flow, cap rates, IRR, and investment returns.
• Conduct market research and support due diligence efforts.
• Prepare investment reports and presentation materials.
• Track portfolio performance and assist with ongoing investment analysis.
• Collaborate with acquisitions and asset management teams.

Qualifications

• Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field.
• 0–2 years of experience in finance, investments, real estate, banking, or accounting (internships are encouraged).
• Strong analytical and problem-solving skills.
• Advanced Microsoft Excel proficiency.
• Excellent communication and organizational skills.
• Eagerness to learn and grow within real estate investing.

Preferred Experience/Exposure

Excel • Financial Modeling • Real Estate Underwriting • DCF Analysis • ARGUS (Preferred) • CoStar • Power BI • Tableau • SQL • Yardi

What We Offer

✔ Competitive Salary + Bonus

✔ Medical, Dental & Vision Insurance

✔ 401(k) Match

✔ Flexible PTO

✔ 100% Remote