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Position Description

Title: Financial Analyst, Investment Analysis and Portfolio Management

Department: Investment Analysis and Portfolio Management

Reports To: Vice President, Investment and Portfolio Management

Function: The Financial Analyst, Investment Analysis and Portfolio Management, assists in the underwriting, valuation and associated acquisition and disposition of hotel and real estate assets for a publicly-traded real estate investment trust with more than 150 properties.


  • Underwrite and value individual lodging and portfolio assets for acquisition on an ongoing basis, including:
    • Perform fieldwork, data collection and analysis to evaluate hotel markets
    • Conduct site and property inspections
    • Prepare supply and demand, pro-forma financial and valuation analyses
  • Assist in the due diligence process for new acquisitions
  • Prepare materials for the Board related to potential acquisitions
  • Interface with internal and external parties in connection with the marketing of and due diligence on disposition properties.
  • Prepare materials for the Board related to disposition assets.
  • Produce reports on various factors impacting markets and submarkets associated with the company’s lodging portfolio, including demographics and changes in supply and demand.
  • Prepare written and financial reports for both internal and external purposes.


  • Bachelor’s degree in hospitality management, accounting/finance, economics or related area required.


  • Between two (2) and five (5) years of hospitality industry experience, preferably in consulting and finance.
  • Experience in financial modeling preferred.
  • Knowledge of lodging and real estate industry required.
  • Computer literate, with quantitative modeling skills required. Advanced proficiency in Microsoft Office, including Excel.
  • Ability to produce high-quality reports in a timely manner required.
  • Excellent written and quantitative analysis skills with strong attention to detail required.
  • Must be self-motivated, goal-oriented and results driven.


This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.

This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.


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