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Analyst/Senior Analyst, Investments
2 months ago
Base Annual Compensation: $90k-$100k (Analyst); $110k-$125k (Sr. Analyst), depending on experience
Title: Analyst / Sr. Analyst, Investments (DealCloud)
Reports to: VP, Investments
Primary Function: Investments, DealCloud Support
Status: Full-time, Exempt
Location: San Francisco, CA
Summary
Ballast Investments (“Ballast” or “The Company”) is seeking an Investment Analyst or Senior Investment Analyst to support the Investments vertical. Under the general supervision of the Investments team, the Analyst / Senior Analyst is responsible for assisting the team leader with reporting and platform management for DealCloud, which supports the firm in fundraising, transactions, and compliance for current and future investments and investors. This individual will work with the dynamic Investments team and will collaborate cross departmentally with Systems and Finance. The Analyst / Sr. Analyst will ensure and lead accurate system reporting and data analysis, platform troubleshooting and correspondence, effective team collaboration, and analyzing and understanding the system data to utilize for key stakeholder reporting. This position requires outstanding analytical and communication skills.
The Company is a vertically-integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The Company has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014.
Ballast employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Our culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the organization is built to serve its partners and communities within which it invests.
Primary Responsibilities
- Support investments team to help manage and optimize relationships, create deal flow reports, workflows, and data
- Track active and pipeline investments and potential and current investor relationships
- Prepare and present updates and reports to Investments Team including DealCloud data
- Collaborate cross-divisionally with asset management, operations, and investor relations assisting with quarterly and annual investor reporting and communication
- Assist with investor communication through engagement-centric Microsoft Outlook, Teams and SharePoint workspaces
- Lead technical user and internal team platform training and assist investment team with questions about the DealCloud platform
- Be the main point of contact with the DealCloud account manager and liaison internally to solve issues, and execute features and functions
- Develop effective processes for marketing, tracking, and follow-up
- Work within Microsoft Excel to map, collate, and normalize disparate data sets for import into DealCloud
Minimum Requirements and Qualifications
- Bachelor’s Degree in Business or Computer Science (preferred concentrations: Finance, Data Analytics, Real Estate, Economics, or related field)
- Proven knowledge and experience in using DealCloud platform required
- Excellent Microsoft Excel, Word, PowerPoint experience and working knowledge of Yardi is a plus
Key Skills and Competencies
- Highly motivated, assertive, and driven
- Strong analytical, qualitative, and problem-solving skills
- Able to prioritize, organize, and meet all deadlines
- Committed to high standards of excellence and ethics
- Identify issues and formulate solutions while taking accountability
- Think critically and make well-reasoned decisions
- Clear, articulate communicator, able to maintain effective documentation
- Goal-oriented and diligent
- Ability to adapt to rapidly evolving situations
- Passion to learn, build and create new processes, procedures, and business models
Ballast Investments is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, and we prohibit discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Ballast Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
