Investment Analyst

Veritas Investments an established, well respected and rapidly growing Real Estate Investment Firm based in San Francisco is looking for an experienced Analyst/Associate to join our Southern California expansion efforts.

JOB SUMMARY

The Investment Analyst / Associate is responsible for supporting the Acquisitions and Asset Management teams with all facets of mixed-use multifamily property investing, operations, management, and external reporting. Responsibilities will include detailed financial underwriting, excel modeling, creation of investment memoranda, presenting to investment committee, coordinating due diligence efforts, assisting in the management of renovations and operations of the assets, and investor reporting. The successful candidate will have a strong work ethic, ability to multi-task, think proactively/independently, very strong modeling skills, a deep desire to be successful, and a passion for multifamily real estate. 

ESSENTIAL DUTIES & RESPONSIBILITIES
• Performing detailed financial analyses of investment opportunities.
• Preparing appropriate documents to facilitate the underwriting and closing of real estate transactions.
• Interfacing with brokers, investors, lenders and other key internal and external stakeholders.
• Perform market research to help make prudent and informed investments, including rent and sales comparables.
• Communicate and collaborate with various internal departments and external consultants to collect information and ensure all members have current information to help inform management and investment decisions. 
• Due diligence analysis and process, including onsite inspection coordination, requests for proposals, and reviewing draft 3rd party reports.
• Coordination of internal and third-party vendors

SKILLS AND ABILITIES
• Must have financial modeling experience in real estate sector, specifically in multifamily.
• Expert level proficiency of Excel and Power Point
• Ability to drive multiple tasks with competing priorities
• Exceptional written and oral communication skills 
• Self-motivated and ambitious. Enthusiastic to work and succeed in a collaborative team environment. 
• Organized and strong time management skills
• Comfortable in a small entrepreneurial organization experiencing growth
• Detail oriented and committed to delivering thorough work product

QUALIFICATIONS
• Bachelor’s degree in Finance, Accounting, or Business Administration. MBA a plus, but not essential if the candidate has strong industry experience 
• 2-5 years of real estate investing or financial analysis at an I-Bank, PE shop or consulting firm.
• Multifamily investing/financing/evaluation experience preferred. 

ABOUT VERITAS INVESTMENTS

Headquartered in San Francisco, Veritas Investments is an experienced real estate investment manager that specializes in owning and operating mixed-use multifamily and retail properties in the San Francisco Bay Area.

The company offers institutional and individual investors a vertically-integrated platform and a clearly defined investment strategy that focuses on acquiring undermanaged multifamily and urban retail properties and then enhancing their income and value through building and management improvements. The company holds a track record for moving quickly on opportunities, executing efficiently on strategy, and delivering superior financial performance to investors while giving back to the community.

Veritas Investments has been fortunate to be the recipient of many awards including two recent honors: IREM’s Workplace Environment Award for Employee and Leadership Development, and was also named Real Estate Investment Fund of the Year by REFI.