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Associate, FP&A

Carmel Partners • San Francisco, CA, United States • 1d ago

Carmel Partners , one of the nation's leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking a Financial Planning & Analysis Associate on the Fund Management team in our San Francisco Regional Office.
The Associate will play a critical role in shaping the financial narrative and performance strategy of Carmel Partners' multifamily real estate funds. This position goes beyond core investor reporting and cash planning-it offers the opportunity to lead fund-level analytics and deliver high-impact insights that inform decisions at the highest levels of the firm.
You'll collaborate cross-functionally to refine financial models, elevate reporting standards, and drive continuous improvement in fund performance visibility. This role provides regular engagement with senior leadership and key stakeholders, making it ideal for a candidate who thrives in a fast-paced, data-driven environment and is eager to influence outcomes across the organization.
A place for you
Here at Carmel, we don't just invest in buildings, we invest in careers. If you don't meet all the qualifications listed for this role, we encourage you to monitor our career page for upcoming opportunities. We are committed to assembling diverse teams with exceptional talent and urge individuals from underrepresented groups to apply. Everyone's career journey is unique, so let's explore how you could be a great fit for our team!
What you'll do

Lead the preparation and refinement of quarterly fund-level valuation models and return analyses
Oversee the assembly of Limited Partner reports, capital

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