Financial Analyst (Family Office – Investments & Valuation)

In a world of noise, we find the signal — the pulse of potential. We weave the strands of talent, vision, and purpose into organizations that endure. Blending intelligence with intuition, we honor the human art of connection at the heart of every great company.

At Signal & Strand

Signal & Strand partners with organizations at inflection points — moments when clarity, rigor, and trust matter most. Whether supporting a family office, a fund, or a growing company, we help build teams that make thoughtful decisions in complex environments.

On behalf of our client, a privately held family office with a broad portfolio spanning real estate, operating companies, and direct investments, we’re seeking a Financial Analyst who combines analytical sharpness with healthy skepticism — someone who can model opportunity, challenge assumptions, and uncover what’s true beneath the surface.

What You’ll Do

Valuation & Analysis

• Build and maintain financial models across real estate, operating businesses, and new investments.
• Evaluate acquisition opportunities, perform due diligence, and develop forward-looking projections.
• Assess business valuations and investment performance with precision and perspective.
• Synthesize complex data into clear insights and actionable recommendations for leadership.

Real Estate & Direct Investment Support

• Conduct detailed underwriting and sensitivity analyses for real-estate assets and development projects.
• Support investment and divestment decisions through rigorous scenario modeling and benchmarking.
• Track market trends, performance metrics, and valuations across asset classes.

Strategic Finance

• Partner with senior accountants, advisors, and principals to connect financial data to broader strategy.
• Help refine financial systems, reporting tools, and performance dashboards.
• Contribute to investment memos and presentations that translate financial depth into strategic clarity.

What You Bring

• 5–8+ years of financial-analysis experience, ideally within a family office, investment firm, or multi-asset environment.
• Deep fluency in real-estate valuation, business modeling, and investment analysis.
• Advanced Excel and financial-modeling skills; comfort working with incomplete or evolving data.
• Strong analytical instincts — able to test assumptions, identify inconsistencies, and “poke holes” to get to truth.
• Clear communicator who moves easily between detail and synthesis.
• Bachelor’s degree in finance, accounting, or a related field (CFA or CPA a plus).

Who You Are

You’re analytical, inquisitive, and grounded — someone who doesn’t take numbers at face value. You see the story behind a model, the risk beneath a projection, and the opportunity inside complexity. You work best in close partnership with smart, values-driven people and thrive when trust, transparency, and good judgment guide the work.

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Base Compensation Range

$140,000 - $175,000 USD

Equal Opportunity & Non-Discrimination Statement
Signal and Strand is an Equal Opportunity Employer. We—and our clients—do not discriminate in employment or contracting on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, registered domestic partner status, military or veteran status, or any other characteristic protected under applicable federal, state, or local laws.

We comply fully with the provisions of the U.S. Equal Employment Opportunity Commission (EEOC) and the California Fair Employment and Housing Act (FEHA). All employment decisions are made based on qualifications, merit, and business needs. We are committed to providing a workplace that is inclusive, respectful, and free from discrimination, harassment, and retaliation.