Entry Level Real Estate Financial Analyst Jobs in California

Company Overview

Archimedes Asset Management, Inc. (“Archimedes”) is an opportunistic family office headquartered in Newport Beach, CA. We specialize in acquiring, owning, and operating multifamily real estate (Affordable and conventional) and farmland. Our diverse portfolio exceeds 1,000 multifamily units, 2,000+ acres of farmland, and several smaller but unique and innovative projects including water rights, land conservation, efficiency grants, and 3rd-party investments.

Position Summary

We are seeking a self-motivated Financial Analyst to support our Asset Manager across asset management, acquisitions, and reporting. A core focus of this role is modernizing how we work — using AI tools to streamline internal reporting, organize portfolio data, and implement more efficient processes across the team. You will be a key support on the asset management side — rent rolls, comps, expense tracking, and on-site team communication — as well as to the acquisitions team on initial underwriting and deal screening.

As part of a lean and highly collaborative team, you will work directly with the Asset Manager, the President, and the Office Manager, gaining hands-on exposure to every facet of running a real estate investment business. This is an excellent opportunity for someone early in their career to build deep, practical experience across asset management, acquisitions, and finance, with real ownership over the work product from day one.

Essential Duties and Responsibilities

Asset & Portfolio Management

•       Maintain portfolio budget and operating-expense trackers, flagging variances and impacts for the Asset Manager's review.

•       Maintain consistent, proactive communication with on-site property teams to gather operating data, resolve open items, and keep reporting current.

•       Track capital improvement project budgets, timelines, and vendor bids to support the Asset Manager's planning and decision-making.

•       Research and help prepare applications for energy-efficiency grants and other value-add funding programs.

Acquisitions & Underwriting Support

•       Support the acquisitions team with initial underwriting and screening of prospective deals, including preliminary financial models and return metrics.

•       Perform due diligence on acquisition targets — reviewing rent rolls, operating statements, and third-party reports to flag risks and validate assumptions.

•       Review rent rolls and run rent and market comps to inform pricing, offers, and revenue-management decisions.

•       Help research and screen new acquisition opportunities, including off-market leads and emerging submarkets.

Reporting, Technology & Process Improvement

•       Build and maintain internal reporting tools, dashboards, and templates that give the team faster, clearer visibility into the portfolio.

•       Identify and implement ways to use AI tools to streamline underwriting, reporting, data organization, and other recurring workflows.

•       Help standardize and optimize back-of-house operations — file organization, process documentation, and reporting cadence.

•       Prepare draft lender-required reporting packages, insurance renewal materials, and compliance documentation for review and submission.

•       Take on additional responsibilities as the role and portfolio grow — happily pitch in wherever needed.

Education and Experience

•       Bachelor's degree with an emphasis in engineering, finance, real estate, economics, accounting, computer science, data science, or a related field.

•       0–3 years of experience in real estate, finance, computer science, data analytics, or another related field; internship experience considered.

•       Strong working knowledge of Microsoft Excel (financial modeling, pivot tables, formulas); comfort with the broader Microsoft Office suite.

•       Comfort exploring and adopting AI tools (e.g., Claude, ChatGPT, Excel/Copilot AI features) to improve reporting, analysis, and workflows — prior experience doing so is a strong plus.

•       Interest in or exposure to commercial real estate.

Certificates, Licenses, Registrations

•       None required. Progress toward Argus, REFM, or CFA Level I is a plus and will be supported.

Skills and Abilities

•       Hard-working, organized, and self-motivated.

•       Strong attention to detail and comfort working with large data sets.

•       Naturally curious about new tools and technology, with a drive to find better, faster ways to get work done.

•       Clear written and verbal communicator, comfortable with regular back-and-forth with on-site property teams.

•       Able to manage multiple deadlines and shift priorities in a fast-paced, entrepreneurial environment.

•       Process-minded — able to spot inefficiencies in reporting or workflows and propose a better way.

•       Coachable, with a genuine interest in learning from and supporting a senior team member.

•       Able to work independently once given direction, while knowing when to ask questions.

Join Our Team

If you are an eager, detail-oriented self-starter who wants hands-on exposure to every part of a real estate investment business — asset management, acquisitions, capital planning, and portfolio finance — and you're excited about using AI and modern tools to make a lean team run smarter, this role offers a rare opportunity to learn directly from an experienced Asset Manager while building your own track record.

The anticipated base salary range for this position is $65,000 to $85,000, depending on relevant experience, technical skills, and qualifications. The position is also eligible for an annual performance bonus targeted at 10% of base salary, with additional upside for exceptional individual and company performance.

Benefits

•       Industry-standard PTO.

•       401(k) with employer match.

•       Health, dental, and vision insurance.

•       Company insurance stipend.