Job Description
Analyst, Real Estate Finance & Acquisitions
Join Our Team at Strategic Group
Ready to grow your career with one of Canada’s leading privately held real estate companies? At Strategic Group, we create spaces where people, businesses, and communities thrive.
About Us
At Strategic Group, our purpose is simple: Learning. Growing. Having Fun. We bring this ethos to life by innovatively envisioning, creating, owning, and operating real estate that transforms spaces and redefines possibilities.
As a fully integrated real estate company, we specialize in owning, managing, leasing, developing, and re-developing properties. Our entrepreneurial spirit and innovative thinking have made us a Canadian industry leader in office-to-residential conversions, completing more successful conversions than anyone else in the country. This focus is a driving force in our development business and reflects our commitment to creatively reimagining what’s possible.
Our real estate portfolio spans high-end residential developments and commercial properties. Beyond real estate, our business interests include corporate finance and other industries, enabling us to deliver diverse and impactful solutions for our tenants, partners, and communities.
Guided by our mantra, “Creating value others can’t, by seeing what others don’t,” we take pride in crafting unique solutions that leave a lasting legacy.
Our Values
At Strategic Group, our values guide everything we do:
• Team Player: We foster a supportive, accountable, and drama-free workplace where integrity and respect guide every interaction.
• Innovative: Creativity and unconventional thinking are at the heart of what we do, helping us uncover opportunities others might miss.
• Always Growing: We are tenacious and passionate, thriving on challenges and embracing learning as we pursue new opportunities.
• Optimistic: With a positive mindset and solution-oriented approach, we tackle obstacles as opportunities to learn, grow, and have fun.
If you’re ready to join a team that thinks boldly, acts innovatively, and works collaboratively, we’d love to hear from you!
We are seeking an Analyst, Real Estate Finance & Acquisitions to play a key role in supporting investment analysis, financing activities, acquisitions, portfolio performance, and strategic business initiatives across a diversified real estate portfolio. This role is responsible for financial modeling, underwriting, market research, lender reporting, due diligence, and portfolio analytics that support data-driven decision-making and long-term growth strategies.
Working closely with the Director, Real Estate Finance & Acquisitions, this position provides analytical support across acquisitions, refinancing, development projects, capital planning, and operational performance initiatives. The ideal candidate is highly analytical, detail-oriented, financially driven, and capable of translating complex data into clear business insights.
Key Responsibilities
Financial Analysis & Modeling
• Prepare, analyze, and interpret operational and financial data to support investment, financing, and business decisions
• Develop and maintain financial models, development proformas, forecasting models, debt analysis, and valuation models
• Support underwriting, refinancing analysis, asset valuations, and investment analysis across real estate and private equity opportunities
• Assist with acquisition, disposition, and financing evaluations through detailed financial analysis and risk assessment
• Assess financial performance, operational trends, business models, and growth opportunities across existing and prospective investments
• Prepare variance analysis, trend reporting, debt tracking summaries, and portfolio performance dashboards
• Ensure accuracy, integrity, and consistency of all financial data, assumptions, reconciliations, and reporting outputs
Investment Analysis & Due Diligence
• Conduct due diligence on acquisitions, dispositions, refinancing opportunities, development projects, and strategic business initiatives
• Analyze investment opportunities, financing structures, operational risks, market conditions, and portfolio performance metrics
• Support preparation of investment recommendations, underwriting summaries, business cases, and strategic proposals
• Assist with transaction execution, financing analysis, and coordination across internal and external stakeholders
• Support stabilized proformas, forecasting models, and return-on-investment analysis for capital and operational initiatives
• Prepare financial summaries related to loan sizing analysis, covenant calculations, debt service coverage analysis, and lender requirements
Financing, Lender & Construction Draw Support
• Assist in preparation of lender reporting packages, operating statements, affordability compliance reporting, rent roll analysis, and supporting schedules
• Support CMHC/FCR reporting processes, debt schedules, reconciliations, and financing documentation
• Coordinate and support monthly construction draw submissions and lender funding packages
• Review and compile supporting documentation including invoices, soft cost reconciliations, accounts payable summaries, and consultant documentation
• Track financing deadlines, lender deliverables, draw balances, and project funding status across the portfolio
• Maintain organized financing records, lender files, compliance documentation, and reporting trackers
Market Research & Strategic Insights
• Conduct market research, industry analysis, competitive assessments, and economic trend analysis to support investment and development strategies
• Monitor financing trends, regulatory developments, technological advancements, and emerging market opportunities
• Identify risks, operational inefficiencies, growth opportunities, and areas for portfolio optimization or diversification
• Provide analytical insights and recommendations to support long-term strategic planning and business performance
• Support evaluation of operational efficiencies, revenue optimization opportunities, and cost management initiatives
Reporting & Portfolio Support
• Assist with preparation of internal and external reporting packages, investment summaries, executive presentations, and financial dashboards
• Organize and present financial and operational data in a clear, structured, and decision-oriented format
• Support reporting related to operating statements, portfolio performance, stabilized proformas, and investment analysis
• Maintain reporting templates, analytical tools, reconciliation schedules, and portfolio tracking frameworks
• Support evaluation and oversight of existing assets, ventures, development projects, and business lines
• Track initiatives related to operational improvements, cost optimization, value creation, and capital planning
• Conduct ad hoc analysis, reporting, and financial research as required
Governance, Process Improvement & Data Integrity
• Support reporting governance through reconciliations, validation reviews, and quality control processes
• Assist with audit requests, data gathering, and reporting compliance activities
• Identify opportunities to improve workflows, automate reporting processes, and reduce manual administrative tasks
• Support development and maintenance of scalable reporting standards, templates, and analytical procedures
• Ensure reporting consistency, documentation accuracy, and strong financial data integrity across all deliverables
Cross-Functional Collaboration
• Liaise with Accounting, Asset Management, Investments, Development & Construction, Leasing, Property Management, Operations, and other business units to gather and validate information
• Work closely with the Director, Real Estate Finance & Acquisitions on strategic initiatives, financing activities, and portfolio analysis
• Coordinate with lenders, consultants, quantity surveyors, auditors, and operational stakeholders to support reporting and financing requirements
• Support collaboration across departments to align financial analysis with operational and strategic objectives
• Translate financial information into clear reporting summaries and actionable business insights
• Contribute to a collaborative, analytical, accountable, and high-performance team environment
Qualifications
• Bachelor’s degree in Finance, Accounting, Real Estate, Economics, Business, or a related field
• 2–5 years of experience in real estate finance, acquisitions, investments, asset management, corporate finance, or financial analysis
• Experience within real estate, development, private equity, commercial banking, or investment environments is considered an asset
• Strong understanding of financial statements, valuation methodologies, debt structures, and investment analysis
• Experience preparing financial models, underwriting analyses, and forecasting tools
• Knowledge of real estate financing, CMHC lending structures, and development proformas is considered an asset
• Advanced proficiency in Microsoft Excel and financial modeling
• Experience with Yardi, Power BI, or financial reporting systems is considered an asset
Our Culture & Benefits
At Strategic Group, we’re committed to helping you build a career you’re excited about. If you’re passionate about working with a dynamic, motivated team in a fast-paced environment, please submit your resume and cover letter today, and join us in making an impact.
We are proud to be an equal opportunity employer and celebrate diversity in all its forms. Our inclusive workplace ensures every employee feels valued and empowered to bring their best self to work.
As part of the Strategic Group team, you’ll enjoy a competitive compensation package, including an extended health and dental benefits plan, company events, flex days, and more.
This position is based in Calgary, Alberta. Applicants must be located in Calgary or the surrounding area.
We appreciate all applications, however, only candidates selected for an interview will be contacted.