COPT Defense Properties · 2 months ago
Sr. Financial + Investments Analyst
Columbia, Maryland, United States
Full-time
Onsite
Mid, Senior Level
$90K/yr - $110K/yr
3+ years expCOPT Defense Properties is a company focused on providing financial services in the real estate sector, and they are seeking a Senior Financial + Investments Analyst. The role involves financial modeling support, management reporting, and collaboration with various teams to ensure accurate forecasting and reporting processes.
Real Estate
Responsibilities
Provide financial modeling support to other departments as assigned including (but not limited to): investment projects (development or acquisitions), expense review, capital expenditure proposals, etc
Participate in department and organization projects and initiatives as assigned
Conduct ad-hoc management reporting and analysis as assigned
Assist in the preparation of investment committee materials
Act as a liaison between Asset Management and Development Team for underwriting opportunities
Responsible for the quarterly forecasting and reporting processes for assigned properties
Coordinate with Asset Management and Accounting to gather and summarize budget inputs and review for accuracy
Consolidate data including revenue, net operating income (NOI), occupancy, etc. in order to prepare reports to support forecast for earnings
Monitor assigned portfolio risks, yields, NAV, etc. to benchmarks/targets
Present portfolio reviews to asset management
Provide financial support to asset management including modeling lease alternatives, evaluating capital alternatives, property level earnings before interest and tax (EBIT), etc
Provide training as requested related to the budget process
Perform other job-related duties as assigned
Qualification
Required
Bachelor's Degree in Finance, Accounting, Economics or other related field
3-6 years of relevant experience
PC proficiency including Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.) and ability to learn company specific software
Ability to adapt to new or changing software programs
Requires knowledge of financial planning and analysis and/or forecasting and budgeting
Ability to analyze business conditions
Ability to define problems, research, collect and analyze data
Strong analytical, written/oral communication and interpersonal skills
Strong customer service orientation for internal clients
Preferred
Commercial real estate finance related training
Specific finance experience in the real estate industry
Experience utilizing financial analysis software preferred, e.g., ARGUS Enterprise, Yardi Forecast Manager, Yardi Valuation Manager
Experience creating complex excel models is preferred
Benefits
Market-leading health benefits including medical, dental, vision and prescription, etc.
Company
COPT Defense Properties
COPT Defense Properties owns, manages, leases, develops, and acquires mission critical properties.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$300M2023-09-07Post Ipo Debt· $300M
1998-04-27IPO
Leadership Team
Stephen Budorick
President and Chief Executive Officer
Anthony Mifsud
EVP & Chief Financial Officer
Recent News
2025-10-31
2025-10-02
Company data provided by crunchbase