Description
Principal Objective
The Investment Analyst works with the Vice President of Acquisitions & Asset Management, as well as their respective team to support departmental activities assigned, including: market and demographic research, presentation materials, due diligence, initial deal underwriting, and Buckingham Fund documentation. The Investment Analyst acts as a liaison between acquisitions, asset management, finance, legal and property management for assigned projects. Additionally, the Investment Analyst initiates industry relationships to gain insight into additional acquisition pursuit opportunities.
Requirements
Training/Education
- College degree in Business, Real Estate or Finance; JD or MBA a plus
Experience/Skills
- Preferred five years experience as a real estate business analyst or similar
- Relevant Analysis, Finance Modeling experience required
- Multi-family Real Estate investment experience highly preferred
Special Requirements
- High degree of professionalism and confidentiality
- Exceptional leadership, communication and collaboration skills
- Transparency, reporting and sharing of information effectively across all departments
- Strong analytical skills
- Exceptional writing and grammar skills with the proven ability to deliver high level presentations
- Results oriented and solution focused
- High degree of accountability/ownership, sense of urgency and adaptability
- Excellent judgment and decision making skills
- Excellent organizational and time management skills including ability to multitask, prioritize and meet changing deadlines
- Excellent internal and external customer service skills
- Excellent computer skills, including Microsoft Office Suite, advanced Excel, InDesign, PowerPoint, Google Maps, industry-specific software (CoStar, Axiometrics, Yardi, etc.)
- Proven ability to create sensitive documents that are clear, concise, and detailed
Essential Functions
- Independently source, analyze, assess, prepare presentation and gain Investment Committee approval for prospective investment opportunities
- Prepare comprehensive presentation materials that include exhibits of deal merits, demographic analysis, market analysis and competitive product evaluation suitable for approval by supervisors
- Conduct market research, as assigned, for potential acquisitions
- Develop initial Pro Forma for new investments, including conceptual financial analysis, feasibility and modeling
- Effectively collaborate with in-house property management leadership to evaluate achievable rent levels, expense comparable and expense estimates for investment opportunities being considered
- Become knowledgeable with costs associated with investments, including physical construction costs, site investment costs, pre-investment costs and estimates through collaboration with CapEx and Buckingham Construction Services.
- Research, analyze, and make recommendations as needed regarding real estate acquisitions, dispositions and other projects assigned
- Prepare documentation for closing of various transactions when requested
- Research and make recommendations for consultants, products, and business plans on active investment projects assigned to you
- Prepare financing packages when requested
- Analyze target markets for the Buckingham Fund as well as acquisition opportunities
- Provide feedback on projects presented in Investment Committee as requested
- Effectively communicate with brokers, lenders, prospective clients, housing agencies, government agencies, legal counsel as required to perform the above duties
- Prepare reports, correspondence and other paperwork on a timely, professional and accurate basis
- Ensure company policies, procedures and guidelines are complied with in a professional manner and are demonstrated in all oral and written communications
- Provide support for the investment activities as directed
Experience
2+ to 5 years
This job is no longer active.