Job Description
Requirements
- Bachelor's degree required
- CFA charterholder or CFA candidate strongly preferred
- ~5 years of experience in equity research, investment banking, or corporate development, ideally with exposure to software, SaaS, or technology sectors
- Exceptional financial modeling and valuation skills; you're the person others come to when the model needs to be bulletproof
- Strong technical accounting knowledge and the ability to quickly understand complex financial statements and deal structures
- Comfortable operating at startup speed across multiple concurrent workstreams
- High degree of ownership and comfort with ambiguity; you drive processes forward without being told what to do next
- Fluency with AI tools and a genuine interest in applying them to financial analysis and deal execution
- Genuine curiosity about real estate, technology, and how markets evolve
- (Desirable) Prior experience in re...