Analyst, Finance & Banking, Financial Analyst

Position:
Analyst – Development

This position (Analyst or Senior Analyst, based on qualifications) will join the Development team at Rockbridge, playing a crucial support role in the sourcing, underwriting, and execution of new hospitality and mixed-use development projects. These projects span a diverse range, including ground-up construction, adaptive re-use, historic rehabilitation, and comprehensive repositioning, with a focus on full-service, independent luxury and lifestyle hotels in urban and specialty markets across the United States.

This early-career investment role will provide experience across all phases of a project lifecycle – from initial feasibility and financial underwriting, to development management, construction oversight, and project delivery. The role offers significant opportunities for cross-functional collaboration within Rockbridge’s vertically integrated platform across Risk Management, Asset Management, and Capital Markets to support all aspects of a project, including capital raising, legal and tax structuring, design and branding, incentives and related structures, site analysis, and market research.

This position will require navigation of complex investment structuring, project underwriting, and development management considerations to ensure expert stewardship of our investments. Strong attention to detail, communication, and organization are critical for success in the role.

• Underwriting & Financial Analysis:
  Assist in the creation and maintenance of complex financial models to support investment decisions; prepare and manage due diligence and analytical materials.
• Market & Feasibility Research:
  Conduct market, site, and feasibility research for development opportunities.
• Investment Execution and Capital Raising:
  Prepare investment presentations, reports, and supplemental analytical outputs and research to assist in capital raising efforts across equity, debt, and other specialized capital, including legal and tax structuring and analysis.
• Development Management:
  Assist with or manage development budget preparation, construction draw documentation, incentive compliance, and financial closing processes.
• Operator Coordination:
  Assist in pro forma review, pre-opening budget preparation, and liquidity management.
• Strategic Initiatives:
  Provide ad hoc analysis and presentations for team projects.
• Reporting:
  Create and maintain reports for team and leadership.
• Industry Engagement:
  Build strong relationships within the hospitality and real estate industries.

• Entrepreneurial individual with strong work ethic and high level of intellectual capacity, curiosity, and integrity
• 0 - 3 years of relevant experience in real estate, hospitality, or financial analysis
• 4-year college degree
• Proficiency in Microsoft Excel and financial modeling
• Flexible and adept at managing multiple priorities in a fast-paced, deadline-sensitive environment
• Excellent written and verbal communication skills
• Ability to work collaboratively with other team members and across disciplines
• Self-motivated, detail-oriented, and well-organized