Financial Analyst Intern (Spring 2025 - Investment Management)

About us:

Phillips Edison & Company takes PRIDE in creating great omni-channel grocery-anchored shopping experiences and improving communities, one center at a time. PECO’s culture is fueled by the ENERGY our team brings to work every day - to find creative solutions and create value for our centers, our investors, our communities and the greater world around us. PECO’s culture is driven by our team’s CONNECTION to each other and the communities in which we live and work. PECO embraces the OPPORTUNITY to source and implement creative and sustainable programs to create a positive impact on the environment.

Phillips Edison’s operating platform provides retail services including acquisition, redevelopment, leasing and management of grocery-anchored retail centers.

What you’ll learn:

Throughout the internship term this role provides the student with the following:

• Learn internal and external financial reporting procedure
• Gain a good understanding of the financial management concepts aced by the company in investment decisions
• Learn or further develop the process of documenting work performed on projects and communicating effectively with supervisors and company personnel
• Further develop skills required to interact with other professionals at varying levels of the company
• Further develop time management skills and the ability to be responsible for more than one project at a time

What you’ll do:

The Financial Analyst Intern will report to a Senior Financial Analyst, and work with the AVP and VP of Investment management as well as cross-functionally with the Finance, Accounting, and Operations groups. This position works in person in our Cincinnati, OH office.

• Assist with monthly and quarterly financial reporting for internal users and external investors
• Assist with NOI & Capital forecasting analysis; research variances to budget, prior reforecast and prior year
• Support the budget and forecast process:
• Update the budget/forecast financial template
• Produce financial/operational KPI reports
• Load and tie out data between the general ledger system (MRI) and forecasting system (AE)
• Perform peer/industry/market research as needed
• Prepare quarterly Board of Directors presentation

What we’re looking for:

• A current undergraduate student who is able to work full-time during the semester in our Cincinnati, OH office

• A current undergraduate student enrolled in a degree seeking program studying Finance with a minimum GPA of 3.0

• Advanced MS Excel modeling skills and strong analytic ability

• Strong written, verbal and interpersonal skills a must; the ability to interact with a variety of groups internally and externally, including senior executives

• Ability to work independently, with direction and guidance, and on a team (as needed)

Nice to have’s:

• Argus and/or other portfolio analysis software experience preferred

• MRI software or similar accounting database experience preferred

• Prior internship experience performing corporate financial analysis and modeling preferred

Why PECO?

With consistent recognition as one of Cincinnati's top workplaces for 7 consecutive years, PECO's success as one of the nation's largest owners and operators of grocery-anchored shopping centers is driven by a strong employee culture and a small company feel. PECO values diversity, equity, and inclusion through various employee resource groups, and offers numerous wellness programs - including an on-site fitness facility and fitness classes. At PECO, associates enjoy meaningful interactions with one another, creating an energetic, high performing, yet relaxed work environment where individuals truly enjoy being a part of the team.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)