Financial Analyst Job at Lakebridge, Irvine, CA

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  • Lakebridge
  • Irvine, CA

Job Description

Job description

About the Role:

We are seeking a Real Estate Finance Analyst to join our team in Irvine, CA to play a key role in executing our underwriting, asset management, and capital markets strategy. This position is ideal for a highly analytical, detail-oriented professional who can drive deal execution, manage underwriting processes, and build strong relationships with investors and operating partners.

You will work directly with senior team members, gaining hands-on exposure to residential (for-sale and for-rent) real estate investments, while helping to optimize deal flow and asset management.

Key Responsibilities:

● Underwriting & Market Analysis: Build financial models and conduct cash flow

underwriting and market analysis for investment opportunities.

● Investment Memorandums: Prepare preliminary and final investment presentations.

● Asset Management Support: Assist with budget/draw reviews, quarterly business plan

updates, schedule tracking, pricing analysis, and distribution tracking.

● Capital Markets Execution: Support deal structuring, negotiation, and closing

processes.

● Relationship Management: Develop and maintain relationships with builders,

developers, investors, and capital partners.

● Data & Reporting: Manage proprietary underwriting and asset management templates,

ensuring accurate data collection and analysis.

Ideal Candidate Profile:

● Self-sufficient & Detail-Oriented: You thrive in a fast-paced environment and take

initiative to manage complex financial analyses.

● Analytical & Strategic Thinker: You can synthesize financial models and market data

to drive informed investment decisions.

● Relationship Builder: You know how to cultivate long-term partnerships with investors,

developers, and capital partners.

● Strong Communicator: You can present investment strategies clearly to both internal

and external stakeholders.

Qualifications:

● Bachelor’s degree in Finance, Economics, Real Estate, or a related field.

● 1+ years of experience in capital markets, real estate investment, or a related field.

● Strong underwriting and financial modeling skills (Excel proficiency required).

● Excellent negotiation, communication, and relationship management skills.

● Ability to work independently while also collaborating with senior leadership.

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

Job Tags

Shift work, Monday to Friday,

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