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 account statements, and investor presentation materials
- Drive fund cash-flow forecasting, including disposition planning, capital calls, distributions, subscription-line usage, and commitment pacing
- Ensure data integrity and reporting accuracy within the Investor Management System (Juniper Square)
- Monitor fund covenants and financial commitments, delivering variance analyses and actionable recommendations to senior leadership
- Develop and enhance financial models to support fundraising, portfolio strategy, and executive decision-making
- Collaborate cross-functionally with Accounting, Capital Markets, Asset Management, and Investor Relations to validate assumptions and align on key inputs
- Deliver high-impact ad-hoc analyses and special projects for senior stakeholders and investors
- Champion process improvements and documentation to elevate reporting efficiency and scalability
- Take full ownership of assigned deliverables, proactively communicating progress, risks, and insights
- Provide guidance and oversight to junior team members, fostering development and ensuring quality execution
Who you are - Proven ability to communicate complex financial insights clearly and confidently to senior management and cross-functional stakeholders
- Exceptional written, verbal, and analytical skills, with a focus on clarity, precision, and strategic impact
- A proactive, intellectually curious mindset with a track record of driving results independently and collaboratively
- Strong organizational and time management skills, with the ability to lead and prioritize multiple high-impact initiatives
- A relationship-driven approach that thrives in team-oriented, collaborative environments
- Deep interest in the investment and real estate sectors, with a passion for contributing to long-term value creation
Skills and Competencies - Bachelor's degree in Accounting, Finance, Economics, or a related discipline; MBA or CPA strongly preferred
- 4+ years of progressive experience in FP&A, fund management, real estate private equity, investment banking, or a related field, with a demonstrated ability to influence strategic outcomes
- Advanced Excel and financial modeling expertise; proficiency in Microsoft Office Suite; experience with investor management platforms such as Juniper Square
- Strong understanding of GAAP and fund accounting principles , with the ability to apply them in complex fund structures and strategic planning
- Proven ability to translate complex data into strategic insights and compelling narratives for senior leadership and investor audiences
- Exceptional communication skills-written and verbal-with a focus on clarity, precision, and executive presence
- Highly organized and adept at managing multiple high-impact initiatives in fast-paced environments
- A collaborative leader with a track record of building cross-functional relationships and driving alignment across teams
Compensation and Benefits Compensation and Benefits play a key role in your choice of employer, and our goal is to invest in you and your experience here. You'll find competitive compensation and a comprehensive benefits package at Carmel.
Base salary range for this position is
$135,000 to $145,000 . The Company provides this compensation range and general description of other compensation and benefits that, in good faith, it believes it might pay and/or offer for this position. Total compensation for this role also includes a
bonus incentive in addition to the base salary. The Company reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant's sex or other status protected by local, state, or federal law.
Choose Carmel At
Carmel Partners , our mission is to create exceptional multifamily communities that enrich lives and neighborhoods.
Founded in 1996, Carmel is one of the nation's leading specialists in real estate investment management, focusing on U.S. multifamily development and construction, renovation, and debt investments. Through its vertically integrated platform, Carmel seeks to achieve superior risk-adjusted returns across varying market cycles by investing in relatively supply-constrained, high-barrier-to-entry markets in the United States.
We are committed to equitable hiring and promotion practices. We lead with integrity and believe in building a diverse and inclusive workplace, rooted in a culture of mutual respect. By welcoming varied backgrounds, perspectives, and ideas, we cultivate engagement and a sense of belonging that creates community within, so Carmel can build communities that thrive.
Carmel Partners is an
Equal Opportunity Employer , committed to providing employees with a work environment free of discrimination and harassment. Employment decisions are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, gender, gender identity, gender expression, sexual orientation, pregnancy and reproductive decisions, family or parental status, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws.
Notice to Third-party Agencies: Carmel Partners does not have any standing offers to pay any referral compensation or recruitment fees for any open positions. Unless there is a signed agreement providing otherwise, Carmel Partners will not pay any compensation to any employment firm, staffing agency, recruiter, or other third party for any resumes or candidate profiles that are provided, even if Carmel Partners hires the individual. In the event a recruiter or third-party agency/firm submits a resume or candidate profile without a signed active agreement, Carmel Partners explicitly reserves the right to pursue and hire said candidate without any notice or financial obligation to the recruiter or agency/firm. Carmel Partners reserves the right to retain, use, transfer, and distribute any resumes and candidate
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
