Cire Investment Services - Senior Financial Analyst

Cire Investment Services

CIRE Equity is an entrepreneurial, growth-oriented company focused on the creation and preservation of wealth through targeted investments in commercial real estate in the Western United States.

We are passionate about real estate, dedicated to hard work, and strive for excellence in everything that we do. We value our employees and aim to create a fun, merit-based environment that encourages hard work, creative thinking, and high-quality performance. We foster persistent improvement and we are seeking like-minded individuals who share our attention to detail and passion for excellence to join our growing team.

WHAT MAKES CIRE SPECIAL

At CIRE Equity, we want our employees to be successful, and we believe that a large part of success is aligned around our unique core values that form our cultural DNA.

INTENTIONAL EVOLUTION

“Learn it Alls” not “Know it Alls”

EFFECTIVE PERFORMANCE

Results with Purpose.

CREATE OPPORTUNITY

Where others see limits, we see launch pads.

AUTHENTIC RELATIONSHIPS

Care Deeply. Connect Genuinely.

FIDUCIARY FIRST

Stewardship for all our stakeholders.

Beyond technical competencies, we hire team members with emotional intelligence and awareness because we believe that creating a safe space for open sharing and direct feedback leads to higher-functioning teams and resilience in overcoming challenges. We work hard and play harder, celebrating company success as a team.

PURPOSE OF POSITION

The Senior Financial Analyst will be an integral part of the Investments Department and will broadly support CIRE’s deal team across all commercial real estate transactions, including acquisitions, dispositions, refinances, and loan originations. This role will collaborate closely with the Investor Relations, FP&A, Asset Management, and Financial Reporting teams on the creation and maintenance of key quarterly deliverables and ad hoc analyses. The ideal candidate will drive value for multiple stakeholders through a strong understanding of CIRE’s portfolio of assets, investment pipeline, capital structures, and corporate processes, while also improving interdepartmental efficiency, collaboration, and communication. This role will also support post-acquisition transitions and ensure continuity between underwriting assumptions and operational execution.

JOB DUTIES/RESPONSIBILITIES

Investments: Serve a key role in the Investments team, including market analysis, underwriting, due diligence, and onboarding of new investments. Tasks include, but are not limited to:

• Financial analysis and review of due diligence for potential transactions
• Assembly and maintenance of comparable lease and sale transactions data
• Study and analysis of market and sub-market trends and drivers, consolidating and synthesizing key market and demographic data to support long-term investment strategy
• Creation of external and internal facing investment memoranda, summarizing primary deal drivers, key assumptions, return sensitivities, potential credit considerations, and relevant mitigants.
• Complete third-party diligence requests (ESA/PCA intake, SOVs, etc.)
• Manage post-acquisition analysis and communication with operations teams to facilitate inter-department cohesion
• Support the periodic review and management of existing investments
• Collaboration with and mentorship of junior team members

Investor Relations: Support CIRE’s ongoing equity raise through collaboration with the investor relations and marketing teams, ensuring timely provision of analysis and data. Tasks include, but are not limited to:

• Update financial aspects of investor relations decks on quarterly cadence and ensure consistency and fidelity of data in investor reporting
• Create supplemental presentations and case studies on an ad hoc basis
• Manage competitive REIT database, benchmarking performance, portfolio composition, dividend yield, and other metrics against public REITs, non-traded REITs, and other indices through public financial filings and private data sets
• Draft transaction-specific closing announcements for CIRE’s Marketing team
• Periodic collection and review of capital markets data

Financial Reporting: Act as a resource for the FP&A and Financial Reporting teams during the quarterly reporting cycle and monthly valuation process. Tasks include, but are not limited to:

• Support draft and creation of quarterly reporting memoranda, summarizing fund performance and key milestones
• Ensure accuracy of master rent roll, including rentals, industry categories, credit ratings, leasing activity
• Maintain reporting of key underwritten portfolio-level metrics including DSCR, LTV, average cap rate, and WALT
• Periodically support lender compliance and audit reporting as needed

This is not intended to be an exhaustive list, and additional duties may be assigned.

REPORTING STRUCTURE

• Position reports directly to the Director of Financial Analysis

VITAL GOALS/PERFORMANCE MEASUREMENTS

• Maintain a high level of accuracy in financial modeling and reporting through attention to detail and a thorough understanding of business plans, capital structure and key assumptions.
• Present analysis in a manner that is clear, crisp, concise, and consistent with CIRE messaging and branding.
• Identify opportunities improve the quality and efficiency of financial analysis tools, business processes and reports.
• Provides strong client service to internal and external stakeholders. Strong team player.
• Demonstrates a willingness to learn, continuously improve and is receptive to coaching.

POSITION COMPETENCIES

• Highly proficient in Excel, PowerPoint, and Argus Enterprise.
• Strong understanding of commercial real estate finance fundamentals.
• Excellent grasp of real estate and corporate financial statements including profit and loss statements, balance sheets and cash flow statements.
• Detail oriented and able to maintain a high quality of work under time pressure.
• Ability to create clear, professional reports and presentations.
• Strong analytical and strategic skills.
• Self-motivated, inquisitive, and passionate.
• Strong interpersonal and communication skills, both written and verbal.
• Ability to solve problems and deal with a variety of variables in unique situations where only limited standardization exists.
• Ability to read and interpret financial, legal and due diligence documents such as commercial leases, CC&R’s, management agreements, loan agreements, offering memoranda, and SEC filings.

WORK EXPERIENCE QUALIFICATIONS

• Bachelor’s degree required; finance, accounting, or real estate preferred
• Minimum 3 years Commercial Real Estate experience
• Advanced Excel proficiency required
• Argus experience required
• MBA, CPA, or CFA a plus
• Experience applying AI tools in a financial setting

WORKING CONDITIONS

ENVIRONMENT

The primary working environment is an Indoor Office Setting utilizing computer workstation and general office equipment. The position will sit at their workstation for a significant portion of the work. Some positions may need to travel to asset locations and these sites will vary in nature. Employees are required to comply with all applicable safety provisions as posted on site or briefed by management. This includes use of any required PPE specific to said location.

PHYSICAL REQUIREMENTS

The physical demands of the position are consistent with administrative/clerical work in an office setting and involves extended periods of sitting at a desk, using a computer for typing and data entry, and managing paperwork. It requires fine motor skills for operating a keyboard and mouse, as well as handling and organizing documentation, which may involve lifting, bending, and reaching. Employees also need to walk around the office for tasks like delivering documents or attending meetings and maintain good visual attention for prolonged periods of reading or screen time.