Generate and close new business across commercial real estate markets by prospecting target accounts, managing a high-volume pipeline, maintaining CRM accuracy, conducting discovery, presenting solutions, handling objections, and achieving quota. The role partners with Marketing and SDR teams, uses AI-powered sales tools and data signals, and builds relationships with decision-makers. It follows a flexible hybrid schedule with three in-person days weekly in Newport Beach.

Conducts equity research focused on REITs and real estate sectors. Responsibilities include building financial models, performing valuations, analyzing financial statements and earnings, researching companies and market forces, drafting research reports, communicating findings, and supporting Senior Analysts. The role also involves engaging with management teams, investors, and market contacts while developing sector expertise and investment recommendations.

Leads FP&A activities including M&A due diligence, acquisition modeling, debt and covenant modeling, long-range planning, variable compensation, and strategic financial analysis. Prepares board, investor, lender, and acquirer materials; supports integrations and advises executives on pricing, profitability, restructuring, and growth initiatives. Partners across Finance, Legal, Tax, Commercial, Operations, and Product while representing the Finance function with senior stakeholders.