Morgan Stanley

Real Estate Investment Group - Financial Analyst

Morgan Stanley$70K — $125K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Business, Real Estate or similar field
  • 0-2 years of related finance experience
  • Working toward or possessing a CPA or CFA preferred
  • Strong analytical and quantitative skills for financial reporting
  • Proficient in Microsoft Office Suite with a focus on Excel modeling
  • Strong attention to detail and organizational skills
  • Excellent verbal, written, and interpersonal communication skills

Responsibilities

  • Prepare monthly and quarterly financial reporting packages
  • Assist with Fund and property level financing activities
  • Help prepare submissions for real estate mortgage lender reporting
  • Support financial reporting and insurance management functions
  • Create ad hoc financial analyses and models for management

Benefits

  • Comprehensive benefits package including health and wellness programs
  • Opportunities for professional development and certification
  • Access to global office environments and resources
  • Supportive company culture that values teamwork and collaboration
Full Job Description
Basic Purpose:
Eaton Vance's Real Estate Investment Group (REIG) oversees 150+ institutional properties located across the U.S. with an aggregate value more than $10 billion. The multi-sector portfolio is primarily comprised of multifamily properties and industrial properties.

The successful candidate will be a key member of REIG's Finance team and perform a variety of financial functions, including property level financings, the procurement and management of the property level insurance program, financial analysis, financial reporting, valuation, and ad-hoc reports. The analyst will report to REIG Finance Manager and will work collaboratively with other professionals both inside and outside of REIG, including asset management, transactions, fund administration, legal and financial reporting.

Primary Responsibilities:
• Preparation of monthly and quarterly reporting packages and analyses
• Assist on Fund level and real estate level financing activities (fund credit facilities and property level mortgage debt)
• Assist with preparation and submission of real estate mortgage lender reporting
• Assist with financial reporting, insurance, and cash management functions
• Prepare ad hoc financial analysis, financial modeling, and projects for REIG's Director of Finance and the Director of REIG

Job Requirements:
• Bachelor's degree or higher in Finance, Accounting, Business, Real Estate, or a similar field with 0-2 years of experience.
• Working toward or having a CPA or CFA is a plus
• Strong analytical and quantitative skills with the ability to create financial reports and analysis
• Systems-oriented with proficient knowledge of Microsoft Office Suite and the ability to work with database systems
• Working knowledge/strength in Excel modeling preferred
• Ability to provide thoughtful, detailed analysis
• Strong attention to detail and organizational skills with the ability work on multiple projects
• Excellent verbal, written, and interpersonal communication skills and the ability to interact with a broad constituency
• Strong customer service orientation toward both internal and external customers is required

Expected base pay rates for the role will be between $70,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

About Morgan Stanley

Morgan Stanley Investment Management are active managers of capital, working to outperform the market and deliver results for their clients. Morgan Stanley Investment Management's long-tenured professionals apply their experience and expertise across public and private markets, in single-sector, multi-asset and custom solutions.

Morgan Stanley Careers

Joining Morgan Stanley today means becoming part of a global team dedicated to strengthening communities, pioneering innovation, and fostering diversity. As a leading global financial services firm, Morgan Stanley offers unparalleled job opportunities, career growth, and a culture of leadership that together create an exceptional employment experience. Work You’ll Do At Morgan Stanley, you will collaborate with knowledgeable professionals to drive innovation and deliver solutions in financial services. Our team is composed of diverse, talented individuals who bring their unique skills and perspectives to work every day, setting the standard for leadership in the global market. Morgan Stanley is not just a company; it's a place where ambitious, creative, and skilled individuals can build a rewarding career. Here, you can experience the benefits of a vibrant culture dedicated to professional growth and diversity training. Internship Programs Kickstart your career with Morgan Stanley’s internship programs. These positions offer invaluable industry insights and professional experience to students and recent graduates. Interns at Morgan Stanley gain hands-on experience, working alongside seasoned experts in a dynamic, supportive environment. Innovation and Professional Growth We believe in the power of innovation to solve complex problems and encourage our team to think differently and act boldly. Morgan Stanley supports your career development through comprehensive training, development programs, and leadership workshops, ensuring that every employee has the tools they need to succeed. Join Our Team Explore the various job opportunities at Morgan Stanley, from entry-level positions to executive roles. We are hiring individuals who are passionate about finance and eager to contribute to a team that values integrity, excellence, and a forward-thinking mindset. Enhance your skills through our networking events, mentorship opportunities, and ongoing professional development. Stay Connected Keep up to date with the latest from Morgan Stanley Careers by subscribing to our job alert emails. Tailor your preferences to receive updates about new postings, career tips, and exclusive insights from our team leaders. Apply Now Ready to take the next step in your career? Search open positions that match your skills and interests on the Morgan Stanley Jobs portal. Prepare your resume, refine your interview techniques, and join a company that values innovation and leadership. At Morgan Stanley, we’re not just building careers—we’re developing leaders. Discover how far your talents can take you by joining our team today.
Learn more about Morgan Stanley
Size
77,000 employees
Market Cap
$144.1 billion
Industry
Net Income
$10.9 billion
Founded
1935
5 Year Trend
+10%
Revenue
$52 billion
NASDAQ

Similar Jobs

More Jobs at Morgan Stanley

More Real Estate & Construction Jobs

Find similar Real Estate Investment Group - Financial Analyst jobs: