Senior Finance Associate

Our client in the real estate industry is looking for a Senior Finance Associate to join their team in the San Fernando Valley


Job Description:

  • Manage the monitoring process and post-investment relationship
  • Manage relationships with portfolio company executives
  • Develop financial tracking models and extract key data points
  • Prepare, review and track loan covenants
  • Present portfolio updates and KPI performance to the Investment Committee



  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in finance, business, accounting, engineering, mathematics, sciences or related field and a minimum of 5 years’ relevant experience

Ref #23315

Dora DangSenior Finance Associate