Position: Summer Analyst 2027
Position Overview:
The Summer Analyst will perform various financial analyses to support Rockbridge’s team. In a hands-on, collaborative environment, the Summer Analyst must be a motivated self-starter and team player who enjoys contributing to an organization. Strong analytical skills, a passion for learning, and a drive for exceptional results are essential qualities. The Summer Analyst should be a problem-solver who enjoys challenges and varied responsibilities at a fast-growing and dynamic organization, with a proven track record of high achievement.
Key Responsibilities: - Assist in the review of potential transactions and perform financial analysis related to hotel operations, risk management, economic returns, and exit strategy for Rockbridge’s investments.
- Understand and analyze competitive hotel markets, particularly with respect to how Rockbridge’s investments may be influenced by distinct market dynamics.
- Work closely with the more senior Rockbridge team members to conduct due diligence and property inspections related to Rockbridge investments.
- Organize, analyze, and assimilate due diligence information to be presented to the Rockbridge Investment Committee; prepare investment committee packages.
- Support and collaborate with Rockbridge’s Investment, Capital Markets, Development, Portfolio Management, and Hospitality teams.
- Perform various monthly reviews of P&L and balance sheet, revenue management / group booking review, and STAR reports.
- Review and understand various legal document provisions to ensure loan covenant compliance.
- Monitor and process funding requests related to capital expenditures, renovation and construction projects, and coordinate with senior lenders and third-party monitoring firms.
Candidate Qualifications: - Rising junior, senior, or master's candidate.
- Entrepreneurial individuals with a high level of intellectual capacity, curiosity, and integrity.
- Ability to excel in a fast-paced collaborative environment.
- Excellent interpersonal, organizational, and communication skills.
- Strong analytical ability.
- Attention to detail.
- Flexible and adept at multi-tasking in a deadline-sensitive environment.
- Highly motivated for success.
- Strong computer skills, particularly Microsoft Excel, Word, and PowerPoint.
- Good working knowledge of various financial statements
- Industry experience in finance, real estate, hospitality, private equity, accounting, and / or capital markets considered beneficial but not essential.
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