Sr. Financial Analyst / Associate (Valuations & FP&A)

About The Wolff Company

The Wolff Company is a fully integrated real estate private equity firm with a legacy dating back to 1949. Since launching its investment management platform, Wolff has raised and managed more than $4.5 billion in discretionary capital. Wolff focuses on the multifamily sector through core/value-add acquisitions, ground-up development, and preferred equity strategies. The Company’s Investment Management platform manages the firm’s private real estate investment funds. Within Investment Management, the Portfolio Analytics team supports fund performance oversight, investment and portfolio monitoring, and research to drive strategic initiatives and portfolio-level decision-making with the goal of maximizing each fund’s total return.

This role is hybrid, with an expected in-office presence 3 days per week at our Scottsdale, AZ office. Occasional additional in-office days may be necessary to support important projects, collaboration, or meetings.

What You Will Be Doing

The Senior Analyst / Associate is a real estate valuations and financial planning and analysis (FP&A) professional who will help value the company’s real estate assets quarterly as well as provide analytics on fund performance. They will identify, quantify, and validate operating and strategic initiatives that contribute to the fund’s financial performance. This role supports financial modeling, reporting, forecasting, and valuation across fund and fund investments. The ideal candidate is motivated, detail-oriented, and analytical, with advanced Excel modeling skills and the ability to present to management in a clear and concise manner.

Duties and Responsibilities

• Analyze property performance, market data, sales comparables, and other inputs to prepare gross property valuation recommendations on a quarterly basis and help present recommendations to valuation committee.
• Calculate net asset value based up approved gross values by compiling inputs, following company methodologies, and ensuring accuracy with fund accounting team.
• Coordinate the annual asset appraisal process and support appraisal review.
• Maintain complex real estate fund and investment models for cash flow and investment return forecasting, return attribution analysis, and alternative scenario evaluation.
• Support financial performance oversight for each fund and portfolio investment through quarterly collection, validation, and monitoring of key operating, liquidity, investment return, valuation, and financial covenant metrics.
• Prepare and enhance recurring and ad hoc reporting packages for the management team and other stakeholders, delivering key insights and analytics.
• Support the Investor Relations team in preparing quarterly and annual fund investor reports and fund marketing and investor meeting materials.
• Partner with Fund Accounting to manage fund liquidity for near-term cash needs and monitor metrics to support financial covenant compliance.
• Provide analytical support for value-add initiatives, ad hoc portfolio transactions, special projects, and cross-functional requests.
• Drive continuous process improvement and analytical tool enhancements by utilizing advancing technology.
• Develop finance and business presentations and related supporting materials.
• Source, analyze, and summarize relevant macroeconomic, capital markets, and real estate market research.

Other

• Other duties as assigned.

Requirements

Your Skills and Experience:

• Bachelor’s degree required (finance, business management, or accounting preferred).
• CFA and CAIA certifications a plus.
• 3–4+ years of experience in financial planning and analysis (FP&A).
• Institutional real estate and private equity experience a plus.
• Solid understanding of accounting and finance principles.
• Advanced Excel financial modeling skills; strong Word and PowerPoint proficiency.
• Familiarity with Yardi and Power BI/Tableau; responsible AI use in FP&A (with controls, compliance, and data governance) a plus.
• Superior analytical and risk assessment skills.
• Strong written and oral communication skills.
• Strong business partnering and interpersonal skills.
• Organized, flexible, and adaptable to changing business conditions.
• Ability to work well in high-pressure situations to meet deadlines.
• Strong project management skills.
• Ability to multitask and manage numerous simultaneous priorities.
• High energy with strong ownership of work product and commitment to results.

WHY WOLFF?

We offer a competitive total rewards package which includes:

• Medical, dental and vision benefits
• 401k plus match
• Vacation and sick time
• Complimentary guest suite privileges
• Hybrid schedule
• And more…

We celebrate diversity and welcome all qualified applicants regardless of race, religion, sex, age, national origin, sexual orientation, disability, veteran status, or genetic information. We are committed to maintaining a welcoming and equitable environment. To request reasonable accommodation to participate in the job application or interview process, contact HR@awolff.com.

COMPANY OVERVIEW

The Wolff Company is an integrated real estate investment firm focused on the mission-driven development and management of rental communities across North America. Wolff combines a discretionary private equity platform with an integrated, in-house asset management team. Wolff focuses on improving the lives of its residents by fundamentally redefining the residential rental experience, while delivering outsized investment returns. Since 1949, Wolff has promoted a “people first” culture that encourages relentless innovation, steadfast execution, faithful stewardship and continuous learning.