Financial Analyst

Written By Chase Horning

JOB TITLE: Financial Analyst
COMPANY: Chase Merritt
LOCATION: Hybrid (in-office with remote flexibility)
SALARY RANGE: $85,000 – $105,000 annually (based on experience)
EMPLOYMENT TYPE: Full-Time

JOB SUMMARY
Chase Merritt is seeking a capable and detail-oriented Financial Analyst to serve as the primary resource for financial modeling, underwriting, fund reporting, and analytical support within the company’s newly formed closed-end opportunistic real estate private equity fund.

The fund concentrates on development opportunities—primarily ground-up hospitality and commercial projects—rather than stabilized operating assets. In this buy-side, owner/principal capacity (buy-side experience preferred; sell-side backgrounds will be considered), the role encompasses underwriting fund investments, developing and maintaining pro forma models for development initiatives, preparing fund-level investor reporting, and contributing to select non-fund direct investments or co-investments.

The successful candidate will possess foundational real estate finance experience, strong independent modeling capabilities, and the ability to deliver precise, actionable insights. This position collaborates closely with ownership, the Project Controller, Asset Manager, and development team to inform capital deployment, investment decisions, and fund performance oversight.

KEY RESPONSIBILITIES

FINANCIAL MODELING & UNDERWRITING

  • Develop, maintain, and refine detailed pro forma models for development projects, fund investments, and opportunistic opportunities, incorporating cash flow projections, IRR, NPV, equity multiples, financing, debt service coverage, waterfalls, and sensitivity analyses

  • Conduct thorough underwriting and due diligence on fund commitments, direct investments, and non-fund opportunities, evaluating market comparables, operating assumptions, construction timelines, and risk factors

  • Identify potential value creation strategies and execution risks within the fund’s development-focused pipeline

FUND REPORTING & PERFORMANCE ANALYSIS

  • Prepare regular fund-level reporting materials, including performance summaries, investor updates, commitment tracking, compliance metrics, and NAV calculations (as applicable)

  • Monitor and analyze fund and project performance relative to underwriting, budgets, forecasts, and opportunistic benchmarks

  • Perform market and competitive research to refine development assumptions and support informed investment decisions

COLLABORATION & SUPPORT

  • Partner with development, construction, and asset management teams to ensure models align with project execution and strategic objectives

  • Assist in the preparation of lender and investor materials, including draw packages, covenant monitoring, and refinancing analyses

  • Provide ad-hoc financial analysis, scenario modeling, and investment memoranda to facilitate ownership decisions on fund deployments, capital calls, direct underwritings, or strategic adjustments

  • Maintain organized libraries of models, data sources, fund documentation, and reporting templates to ensure accuracy, repeatability, and audit readiness

REQUIRED QUALIFICATIONS

  • Bachelor’s degree in Finance, Real Estate, Economics, Accounting, Business, or a related field

  • 2–5 years of experience in real estate financial analysis, investment underwriting, development modeling, private equity analysis, or a comparable role (sell-side experience in investment banking or development advisory is acceptable; buy-side preferred)

  • Advanced proficiency in financial modeling using Excel (including complex scenarios, sensitivities, pivot tables; familiarity with ARGUS or similar tools a plus)

  • Solid understanding of real estate finance principles, including pro formas, DCF, IRR/NPV, cap rates, debt structuring, waterfalls, and development/opportunistic return metrics

  • Strong analytical skills with meticulous attention to detail and the ability to distill complex data into clear recommendations for senior stakeholders

  • Effective communication skills to present analyses and reports to ownership and investment committees

  • Proven ability to work independently on modeling, analysis, and reporting while contributing effectively in a collaborative environment

PREFERRED QUALIFICATIONS

  • Prior experience in hospitality, commercial, mixed-use, or development-oriented real estate private equity or funds

  • Familiarity with closed-end opportunistic fund structures, investor reporting, performance tracking, or non-fund/co-investment underwriting

  • Exposure to lender and investor presentations, due diligence processes, or relevant market dynamics in Colorado / Western Slope

  • Progress toward CFA, CPA, or equivalent professional designation

REPORTING & WORK ENVIRONMENT

  • Reports to: Project Controller / Managing Director / Ownership

  • Work Arrangement: Hybrid (in-office with remote flexibility)

  • Works closely with: Ownership, Project Controller, Asset Manager, Acquisitions, Development, Construction, and External Advisors

Apply Now
Chase Horning
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