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Senior Financial Analyst

Westcore Management LLC
San Diego, CA
  • Medical , Paid Time Off , Retirement
  • Full-Time
Job Description


Westcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities, that operates with the speed and adaptability of opportunistic entrepreneurs. Westcore has a dynamic track record of real estate investing going back to its founding in 2000. We focus on well-located industrial properties in the Western United States. We are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction and building operations.

To better support our finance team and the anticipated doubling of our portfolio over the next few years, Westcore has added the position for a well rounded and experienced Senior Financial Analyst.


This position will focus on aspects related to real estate acquisition, corporate finance, and asset management. They will assist in the underwriting and financial due diligence of acquisition deals, support asset management in the investment analysis and decisions, and routinely provide valuations and financial forecast of our assets. The Senior Financial Analysts provides resources, tools, and financial investment insights across all departments within the company.


  • Provide financial underwriting for new acquisitions with duties to analyze financial statements, build cash flow models, conduct market research, and analyze investment returns.
  • Assist in the writing and preparation of presentations and memos to investment committee.
  • Perform various due diligence activities which include reviewing lease documents, comparing historical financials to underwriting, reviewing physical assessment reports, and assisting in providing loan packages to lenders
  • Lead the budgeting and forecasting process by collaborating with all departments and utilizing Yardi and financial models to build property and consolidated projected financials.

PRIMARY DUTIES: (The below list is not comprehensive, and priorities will change on a day to day basis)

  • Periodically update and maintain various valuation models for owned and managed properties.
  • Prepare acquisition and disposition transition reports to be used by various departments throughout the Company
  • Produce and present valuations on a quarterly basis using Argus and discounted cash flow models.
  • Assist in the preparation of investor reporting and present property level financials and performance to all departments
  • Prepare hold sell analysis of currently owned assets to help drive decision making.
  • Prepare pro forma financials models, including discounted cash flows and IRR calculations
  • Update and maintain financial models that track investment performance.
  • Provide investment analysis on decisions related to leasing and capital expenditures.
  • Coordinate and communicate routine and non-routine deliverables to the finance, acquisitions, operations, and accounting departments


  • BA/BS degree in Finance, Real Estate, Economics, Math, or related field
  • Graduate degree, CFA, or CPA a plus
  • 3+ years of commercial real estate, investment management, or financial analysis experience.
  • Strong financial modeling skills. Knowledge in real estate accounting and financial statement analysis
  • Basic understanding of real estate agreements including leases, purchase and sale agreements, loan agreements, partnership agreements.
  • Proficiency in Argus and Excel


Utilize our expertise and experience to recognize market inefficiencies, quickly deploy capital and talent to act on opportunities, deliver superior outcomes to stakeholders, and strive for excellence in everything we do.


Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times.

  • Integrity: We behave ethically, honestly and respectfully.
  • Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results.
  • Teamwork: We are a group of people with diverse talents working to produce positive synergistic results.
  • Balance: We work hard while embracing our commitment to family, friends and community.
  • Commitment: We foster a culture of service, responsiveness, accountability, and professionalism.

Compensation: 80K-95K DOE + 10% Bonus Eligibility. Competitive Healthcare Coverage, Multilayered Vacation, & 401K offerings.


Westcore Management LLC

San Diego, CA
92121 USA


Finance and Insurance

Posted date

Over a month ago

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