Investment Analyst

2 weeks ago

Miami, United States Wingate Companies Full time
The Analyst will join a lean and fast-paced acquisitions and development team in Miami (Coral Gables), FL focused on affordable housing, particularly in the Southeast and Northeast United States. The role will be dynamic, encompassing ‘all things' development and acquisitions, working as part of three-person local group led by the head of acquisitions and development for Wingate. This is a unique opportunity to join a nimble and growing development arm of an established national brand.

Responsibilities

  • Support the Deal Team in all aspects of affordable housing acquisitions, financing, and development; note the Deal Team focuses primarily on affordable housing but works regularly with the market-rate acquisitions team in Boston and is involved in all sourcing, diligence and execution efforts of the firm
  • Communication with investors, brokers, property managers, industry consultants involved in property valuation and development
  • Compilation of due diligence information including financial, market, demographic, site, federal, and state regulatory data
  • Review and completion of applications and documentation necessary for debt and equity financing, property purchase and sale, property development, government subsidies, and rental contract maintenance
  • Financial modeling and presentations with a focus on property valuation using a range of capital structures and financing tools unique to affordable housing
  • Engage with Deal, Construction and Portfolio Management teams to ensure company, community and government standards are met in each deal
  • Involvement in contract negotiation and review of legal documentation for joint venture and loan agreements, purchase and sale contracts, and ownership structures
  • Validation and defense of budgets, assumptions, and pro-forma analysis, including the identification of challenges inherent to a given project
  • Engage in community and resident outreach initiatives to tailor property improvements and services to meet the needs of neighborhood and residents

Requirements

  • Strong quantitative, financial analysis and modeling skills
  • An understanding of the principles of finance and accounting
  • Well-developed and adaptable writing skills
  • Excellent communication and interpersonal skills at all levels are keys to success at Wingate
  • Proficiency with standard suite of office applications and a firm grasp of Microsoft Excel
  • Exceptional time management, strong organizational skills, and prioritization are necessary to succeed in a fast-paced environment where the
  • Associate will be required to manage multiple projects with significant responsibilities and competing priorities
  • Must be able to work well in an entrepreneurial environment, be a team player, and also take ownership of tasks
  • Attention to detail as well as a strong desire to grow and succeed is critical

Benefits

Competitive salary and benefits commensurate with education and experience

  • Investment Analyst

    4 weeks ago

    Miami, United States Xcede Full time

    A top Miami-based investment management fund is looking for an Investment Analyst to join them on a full-time basis. The firm is a dynamic and globally-focused investment fund with a specialization in micro- and small-cap public companies.They are seeking a talented and experienced Investment Analyst to join their team in the Miami, FL office. The successful...

  • Investment Analyst

    4 weeks ago

    Miami, United States Xcede Full time

    A top Miami-based investment management fund is looking for an Investment Analyst to join them on a full-time basis. The firm is a dynamic and globally-focused investment fund with a specialization in micro- and small-cap public companies.They are seeking a talented and experienced Investment Analyst to join their team in the Miami, FL office. The successful...

  • Investment Portfolio Analyst

    2 weeks ago

    Miami, United States Ascendo Resources Full time

    A registered Investment Advisor (RIA) located in the Miami area is looking for an Investment Portfolio AnalystThe ideal candidate is someone who has experience performing the following tasks:Review third-party model portfolios and compile reports detailing their advantages and limitations.Conduct portfolio analysis for clients to pinpoint improvement...

  • Investment Banking Analyst

    4 weeks ago

    Miami, United States Arcadia Capital Full time

    About the Role:Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Analyst position based at our headquarters in Miami, Florida. Arcadia Capital offers Analysts the exceptional opportunity to work on small teams with direct exposure to clients and senior bankers. Analysts...

  • Investment Banking Analyst

    20 hours ago

    Miami, United States Arcadia Capital Full time

    About the Role:Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Analyst position based at our headquarters in Miami, Florida. Arcadia Capital offers Analysts the exceptional opportunity to work on small teams with direct exposure to clients and senior bankers. Analysts...

  • Investment Banking Analyst

    4 weeks ago

    Miami, United States Arcadia Capital Full time

    About the Role:Arcadia Capital is seeking highly motivated, successful candidates with relevant investment banking experience for an Investment Banking Analyst position based at our headquarters in Miami, Florida. Arcadia Capital offers Analysts the exceptional opportunity to work on small teams with direct exposure to clients and senior bankers. Analysts...

  • Associate - Natural Resources Investments

    3 weeks ago

    Miami, United States Arena Investors, LP Full time

    Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce.Arena is seeking to expand its investment...

  • Associate - Natural Resources Investments

    3 weeks ago

    Miami, Florida, United States Arena Investors I Quaestor Advisors Full time

    Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena is seeking to expand its...

  • Alternative Investments Associate

    3 weeks ago

    Miami, Florida, United States Santander Full time

    Alternative Investments Associate Country: United States of America USA Job Duties and Responsibilities: Assist in conducting investment manager research and due diligence Assist with constructing the pipeline of alternative investments products for Santander clients Review and monitor performance of new and existing investment managers Assist broader team...

  • Investment Analyst

    3 weeks ago

    Miami, United States Wingate Full time

    The Analyst will join a lean and fast-paced acquisitions and development team in Miami (Coral Gables), FL focused on affordable housing, particularly in the Southeast and Northeast United States. The role will be dynamic, encompassing 'all things' development and acquisitions, working as part of three-person local group led by the head of acquisitions and...

  • Equity Analyst

    5 days ago

    Miami, United States Selby Jennings Full time

    Company Overview:Premier investment management firm dedicated to providing clients with access to emerging markets in Latin America. With a focus on delivering superior investment performance and exceptional client service, they have established themselves as a trusted partner for investors seeking exposure to the dynamic economies of the region. Position...

  • Equity Analyst

    20 hours ago

    Miami, United States Selby Jennings Full time

    Company Overview:Premier investment management firm dedicated to providing clients with access to emerging markets in Latin America. With a focus on delivering superior investment performance and exceptional client service, they have established themselves as a trusted partner for investors seeking exposure to the dynamic economies of the region. Position...

  • Equity Analyst

    5 days ago

    Miami, United States Selby Jennings Full time

    Company Overview:Premier investment management firm dedicated to providing clients with access to emerging markets in Latin America. With a focus on delivering superior investment performance and exceptional client service, they have established themselves as a trusted partner for investors seeking exposure to the dynamic economies of the region. Position...

  • Equity Analyst

    2 weeks ago

    Miami, United States Selby Jennings Full time

    Company Overview:A global enterprise that invests across diverse asset classes and strategies on a global scale. Committed to achieving outstanding outcomes through rigorous analysis, strategic foresight, and prudent investment methodologies. The team comprises seasoned professionals devoted to delivering bespoke solutions and exceptional...

  • Equity Analyst

    2 weeks ago

    Miami, United States Selby Jennings Full time

    Company Overview:A global enterprise that invests across diverse asset classes and strategies on a global scale. Committed to achieving outstanding outcomes through rigorous analysis, strategic foresight, and prudent investment methodologies. The team comprises seasoned professionals devoted to delivering bespoke solutions and exceptional...

  • Investment Banking Healthcare Services Associate

    2 days ago

    Miami, United States Oppenheimer & Co. Inc. Full time

    Job DescriptionJob DescriptionWho We Are:Oppenheimer & Co. (NYSE: OPY) is a diversified financial services firm, offering a wide range of investment banking, securities, investment management and wealth management capabilities from 89 offices in major financial centers in the United States and with Investment Banking and Trading Desks in London, Hong Kong...

  • Financial Analyst

    2 weeks ago

    Miami, United States DaGrosa Capital Partners LLC Full time

    Company Overview: Join a dynamic and forward-thinking Private Equity investment firm, DaGrosa Capital Partners (DCP) dedicated to identifying and maximizing strategic investment opportunities across various sectors. We pride ourselves on our commitment to excellence, integrity, and innovation in the world of Private Equity and Alternative Investments.Job...

  • Financial Analyst

    2 weeks ago

    Miami, United States DaGrosa Capital Partners LLC Full time

    Company Overview: Join a dynamic and forward-thinking Private Equity investment firm, DaGrosa Capital Partners (DCP) dedicated to identifying and maximizing strategic investment opportunities across various sectors. We pride ourselves on our commitment to excellence, integrity, and innovation in the world of Private Equity and Alternative Investments.Job...

  • Business Development Analyst

    3 weeks ago

    Miami, United States Arcadia Capital Full time

    About the Role:We are searching for a Business Development Analyst to support our outbound deal sourcing strategy.The Business Development Analyst will be responsible for proactively identifying and engaging executives at leading global Technology companies that are potential investment banking mandates for Arcadia Capital. Working closely with our...

  • Business Development Analyst

    20 hours ago

    Miami, United States Arcadia Capital Full time

    About the Role:We are searching for a Business Development Analyst to support our outbound deal sourcing strategy.The Business Development Analyst will be responsible for proactively identifying and engaging executives at leading global Technology companies that are potential investment banking mandates for Arcadia Capital. Working closely with our...