Financial Modeling and Analysis Specialist

1 week ago


San Antonio, Texas, United States Affinius Capital Full time
About the Role

We are seeking a highly skilled and detail-oriented Financial Modeling and Analysis Specialist to join our Portfolio Management Analytics team at Affinius Capital. As a key member of our team, you will be responsible for supporting all aspects of our analytical and reporting platform, working closely with portfolio managers, asset managers, and other stakeholders to produce accurate and timely information.

Key Responsibilities
  • Support the production of quarterly proprietary models and related historical and forward cash flows and metrics of the portfolio.
  • Act as a subject matter expert in supporting the modeling requirements of the company, working closely with IT, asset management, and corporate finance teams.
  • Enhance existing proprietary models and build additional Excel-based models and related tools as required.
  • Respond to ad-hoc requests from portfolio managers, corporate finance, and other stakeholders, performing sensitivities and scenarios as needed.
  • Define, publish, and reconcile the company's population of investments, adjusting for new and sold investments as such transactions arise.
  • Provide thought-leadership around the design of analytical tools and supporting infrastructure, connecting those tools with external data sources and systems.
  • Help design and implement reporting solutions that meet the needs of business consumers, leveraging existing PowerBI capabilities and exploring alternative reporting solutions as needed.
Requirements
  • Bachelor's degree from an accredited university, preferably with an emphasis in a quantitative field of study, such as finance, mathematics, data science, or related field.
  • 3-5 years of relevant experience developing Excel-based financial models for an institutional manager, preferably in private equity real estate.
  • Advanced proficiency and proven experience in Excel (macros, VBA, advanced formulas, pivot tables, conditional formatting, data simulations).
  • Attention to detail, strong communication skills, and high emotional intelligence.
  • Strong organizational skills and ability to prioritize assignments to meet several deadlines.
Competencies
  • Excellent analytical, quantitative, and problem-solving skills.
  • Exceptional written and verbal communication skills.
  • Advanced skill in Excel and Word applications.
  • Experience with Yardi, Argus, and Chathamisa plus.
  • Working knowledge of Data Analysis Expressions (DAX) is a plus.


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