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Financial Analyst, Investment Management

Phillips Edison & Company is seeking a Financial Analyst to join our Investment Management team, which oversees the performance of Phillips Edison’s institutional joint ventures. This position will perform a wide range of finance-related duties, working cross-functionally with Phillips Edison’s Operations, Finance, and Accounting groups. The ideal candidate must be able to work in a fast-paced environment, handling multiple responsibilities and requests, while distilling detailed financial data into meaningful information for internal and external users. This role will be based out of our Cincinnati, OH corporate headquarters office.

Responsibilities and Duties include:
  • Produce monthly and quarterly financial reports for internal users and external investors, which should explain historical results, forecast probable outcomes, and recommend operational courses of action
  • Own the maintenance and presentation of a group of joint venture property financial models
  • Assist with the joint venture budget and forecast process: 
  • Review and update budget/multi-year financial models for accuracy and reasonableness in all elements of free cash flow
  • Create financial presentations and analyses for external annual reports
  • Review and update fee income budget and forecast
  • Assist with the JV cash management function and make monthly distribution recommendations
  • Perform ad hoc financial analyses as necessary on a tenant/property/portfolio/department level
  • Support underwriting efforts for potential new funds/joint ventures
  • Recommend and implement process improvements, reporting upgrades, and automations in reporting/analysis
  • Support the Senior Financial Analyst, AVP of Finance, and VP of Investment Management with various ad hoc assignments
  • In general, approach every piece of financial information with a strategic mindset and opinion for how that piece of information ought to be interpreted, how it aligns with operational and financial goals, etc.

Qualifications: 
  • Bachelor’s degree in Finance/Accounting or related field required.
  • 1-3 years’ experience in a finance-related role preferred.
  • Advanced Excel skills required.
  • Advanced written and verbal communication skills required.
  • Experience in commercial real estate a plus.
  • Experience with Argus Enterprise (or a similar financial modeling CRE software) a plus.
  • Self-starter who is naturally curious, a quick learner, and who will take the initiative to understand the root of issues without being prompted.
  • High-energy personality willing to work extra hours during peak times to meet deadlines.