Analyst - Investments/Asset Management

Analyst – Investments

• Evaluate and execute on investment opportunities by providing analytical support to the Investments team across all asset classes and markets.  This includes preparing financial models and valuations utilizing ARGUS and Excel.
• Conduct in-depth market/property research and summarize information to support underwriting assumptions.
• Complete due diligence and closing processes by working closely with asset management, property management, development, finance, legal, and accounting. Tasks include coordinating departments and third-party consultants, travel/property inspections, formulating business plans, completing lease abstracts and ARGUS reviews, compiling and synthesizing market information.
• Assemble information on an investment opportunity and prepare a written evaluation for use in underwriting and Investment Committee packages to the Investment Committee for approval.
• Prepare ad hoc analysis, documentation, and briefs for review by more senior team members.
• Assist with organizing, refining, and implementing the valuation process.
• Fulfill any all other duties deemed necessary by management.

 Analyst – Asset Management

• Integral point-person that coordinates and communicates with various departments in order to execute the asset-level business plan and implement actions to create value.
• Assist senior Asset Management team professionals by conducting financial analyses, tracking investment performance, and producing reports of the portfolio.
• Monitor the performance of existing investments and identify potential areas of concern or opportunity.
• Prepare quarterly valuations and reports by updating model assumptions, inputting property-level activity, and completing investor reports.
• Assist team members in dispositions or refinancing processes.
• Maintain databases, records, and assist Investor Relations in completing portfolio management activities.
• Conduct market research, data mining, and collect competitive property transaction information.

QUALIFICATIONS:

• Minimum Education:  Bachelor’s Degree with a major in real estate, economics, or finance preferred.
• Preferred 2 years of commercial real estate experience with an investment firm, brokerage firm, bank, real estate advisor, or insurance company.
• Sound understanding of economic and investment theory and practices.
• Strong analytical and financial modeling skills with advanced knowledge of Excel.
• High level of proficiency with ARGUS Enterprise software.
• Superior writing, presentation, and communication skills.
• Ability to gather, organize, coordinate, and interpret data from disparate sources.

The successful candidate will be:

• Self-motivated, proactive, and detail-oriented individual with a commitment to providing a high-quality work product.
• Strong research and problem solving skills.
• Ability to work independently and to proactively seek new responsibilities.
• Well organized, accurate, thorough, and able to consistently meet deadlines.
• Ability to professionally interact with onsite staff, senior management and third party clients.
• Flexibility in a dynamic, entrepreneurial environment.
• A high level of energy, enthusiasm and positivity.