Job Responsibility:

Key Responsibilities

Asset Performance & Analytics

- Analyze and track financial performance across a portfolio of U.S. vacation rentals, Canadian commercial assets, and development projects
- Build and maintain financial models, including pro formas, sensitivity analyses, and return projections for both stabilized and pre-development assets
- Prepare monthly and quarterly dashboards tracking KPIs, budget variances, and operating performance trends

Fund & Portfolio Management

- Support fund-level financial modeling including capital allocation, waterfall structures, and forecasting
- Track investor capital accounts, equity commitments, and fund performance metrics
- Coordinate with tax, legal, and compliance teams on reporting and regulatory documentation

Budgeting & Cash Flow Forecasting

- Develop and manage annual budgets across stabilized and development assets
- Forecast short- and long-term cash flow needs, including construction draw schedules, operating reserves, and working capital
- Track actuals vs. budget and provide variance commentary and risk assessments

Development Financial Oversight

- Underwrite new development and value-add opportunities, including feasibility, cost benchmarking, and projected returns
- Monitor project budgets, timelines, lender draw processes, and contractor payment schedules
- Support investor and lender reporting through development updates and project performance tracking

Financing Strategy & Management

- Assist in sourcing, evaluating, and structuring new debt financing for acquisitions, refinances, and development projects in both Canada and the US
- Prepare lender packages including models, executive summaries, and due diligence documentation
- Manage ongoing lender relationships, covenant compliance, and loan reporting obligations
- Track interest rate exposure, maturity schedules, and debt service coverage across the portfolio

Investor Relations & Reporting

- Prepare quarterly investor updates,



fund reports, and capital call/distribution notices
- Develop visual presentations and investment summaries for investor meetings and fundraising initiatives
- Respond to investor questions, ad hoc requests, and due diligence processes

Cross-Border Coordination

- Work with advisors on U.S. and Canadian accounting, tax, and fund flow logistics
- Track FX implications, repatriation planning, and compliance across both jurisdictions

Qualifications

- Bachelor's degree in Finance, Real Estate, Accounting, or a related field (Master's, CPA, or CFA a plus)
- 2-5 years of experience in real estate private equity, development finance, or institutional investment management
- Strong understanding of capital markets, real estate financing structures, and lender underwriting processes
- Advanced Excel modeling skills with experience in development underwriting and fund waterfall calculations
- Familiarity with real estate debt instruments, loan servicing, and construction lending practices
- Knowledge of both U.S. and Canadian real estate markets and regulatory frameworks
- Proficiency in financial platforms (e.g., Argus, Yardi, QuickBooks, Stessa, or similar)
- Exceptional communication and organizational skills; able to manage multiple priorities across jurisdictions

Why Join Us?

- Exposure to diverse asset classes across stabilized and development real estate
- Involvement in end-to-end investment execution, from underwriting to stabilization
- Work with a collaborative and driven leadership team building a differentiated real estate platform
- Competitive compensation package with performance-based bonuses

Job Type: Full time

Pay: $70,000.00-$90,000.00 per year

Benefits:

- Dental care
- Paid time off
- Vision care

Flexible language requirement:

- French not required

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Hamilton, ON L8S 1E6: reliably commute or plan to relocate before starting work (preferred)

Education:

- Bachelor's Degree (preferred)

Work Location: In person

📌 Real Estate Financial Analyst (Canada)
🏢 Kasu Capital
📍 Canada